Uptown Financial Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Dallas, TX
CIK
0002066147
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
70
97,978
VUG, VO, IJR, SPYV
13F-HR
5/6/2025
000108514625002628
Q4 2024
65
92,733
VUG, VO, IJR, SPYV
13F-HR
4/29/2025
000108514625002439