13F Filings History of Urban Financial Advisory Corp

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$254,671,058
Signature - Title
Steven D Urban - President
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Urban Financial Advisory Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Urban Financial Advisory Corp reported 53 stock holdings with total value $254,671,058 as of Q4 2025. Top holdings included SPY, IJH, AKRE, PICB, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $254,671,058 +$36,479,648 -$314,049 +$36,165,599 SPY, IJH, AKRE, PICB, FNDX 13F-HR 04 Feb 2026, 16:00
Q3 2025 51 $214,678,217 +$5,381,062 -$1,003,044 +$4,378,018 SPY, IJH, PICB, FNDX, VCSH 13F-HR 21 Nov 2025, 12:44
Q2 2025 48 $198,961,352 +$4,922,551 -$1,854,739 +$3,067,812 SPY, IJH, PICB, FNDX, VCSH 13F-HR 15 Aug 2025, 11:53
Q1 2025 52 $180,966,229 +$5,618,200 -$1,787,621 +$3,830,579 SPY, IJH, PICB, VCSH, FNDX 13F-HR 15 May 2025, 17:06
Q4 2024 51 $182,023,570 +$9,967,090 -$132,845 +$9,834,245 SPY, IJH, PICB, VCSH, FNDX 13F-HR 14 Feb 2025, 11:55
Q3 2024 49 $181,272,596 +$9,153,513 -$1,649,124 +$7,504,389 SPY, IJH, PICB, VCSH, FNDX 13F-HR 15 Nov 2024, 16:18
Q2 2024 24 $163,946,396 +$4,373,651 -$4,496,547 -$122,896 SPY, IJH, PICB, VCSH, FNDX 13F-HR 12 Aug 2024, 10:58
Q1 2024 25 $162,876,068 +$46,381,586 -$783,203 +$45,598,383 SPY, IJH, PICB, VCSH, IEFA 13F-HR 09 May 2024, 08:31
Q4 2023 21 $131,388,465 $0 $0 $0 SPY, IJH, VCSH, IEFA, IJR 13F-HR 14 Feb 2024, 16:28