DOSSIER · 13F-HR · Q3 2026
Uptown Financial Advisors LLC
$140M in tracked AUM across 77 positions as of Q3 2026.
UF
CIK 0002066147 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Uptown Financial Advisors LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 187.1% from approximately $48.63 million to $139.59 million for the period ending December 31, 2025. This substantial capital inflow suggests either strong client acquisition or significant market appreciation on existing positions. The portfolio currently consists of 78 holdings, indicating a diversified approach. The strategy is heavily...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.