Holdings
Uptown Financial Advisors LLC
As of Sep 30, 2026, Uptown Financial Advisors LLC reported 76 positions worth US$140M. Largest: Vanguard Morningstar Growth ETF, Vanguard Morningstar Mid-Cap ETF and iShares Core S&P Small Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Growth ETF | 190K | US$17.1M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 142K | US$11.2M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 80,370 | US$10.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Value ETF | 166K | US$10.1M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Emerging Markets ETF | 158K | US$8.18M | new | Sep 30, 2026 |
| Vanguard Short-Term Bond ETF | 99,475 | US$7.6M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 47,635 | US$5.86M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 184K | US$5.06M | new | Sep 30, 2026 |
| Vanguard Energy ETF | 25,078 | US$4.32M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 18,467 | US$3.99M | new | Sep 30, 2026 |