Uptown Financial Advisors LLC — 13F holdings

Uptown Financial Advisors LLC reported 77 holdings worth $140M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. VUG VANGUARD INDEX FDS — $17.1M (12.2%)
2. VO VANGUARD INDEX FDS — $11.2M (8.0%)
3. IJR ISHARES TR — $10.9M (7.8%)
4. SPYV SPDR SERIES TRUST — $10.1M (7.2%)
5. SPEM SPDR INDEX SHS FDS — $8.18M (5.8%)
6. BSV VANGUARD BD INDEX FDS — $7.60M (5.4%)
7. SPYG SPDR SERIES TRUST — $5.86M (4.2%)
8. SCHF SCHWAB STRATEGIC TR — $5.06M (3.6%)
9. VDE VANGUARD WORLD FD — $4.32M (3.1%)
10. VTV VANGUARD INDEX FDS — $3.99M (2.8%)