13F Filings History of Uptown Financial Advisors LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$117,399,306
Signature - Title
J. Kemp Sawers - CCO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Uptown Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Uptown Financial Advisors LLC reported 74 stock holdings with total value $117,399,306 as of Q4 2025. Top holdings included VUG, VO, IJR, SPYV, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $117,399,306 +$5,958,892 -$2,157,933 +$3,800,959 VUG, VO, IJR, SPYV, BSV 13F-HR 23 Jan 2026, 13:27
Q3 2025 70 $113,754,024 +$1,479,206 -$1,691,557 -$212,351 VUG, VO, IJR, SPYV, SPEM 13F-HR 15 Oct 2025, 15:32
Q2 2025 70 $107,645,982 +$6,088,596 -$2,619,877 +$3,468,719 VUG, VO, IJR, SPYV, BSV 13F-HR 10 Jul 2025, 09:59
Q1 2025 69 $96,786,515 +$6,442,198 -$415,660 +$6,026,538 VUG, VO, IJR, SPYV, BSV 13F-HR 06 May 2025, 13:13
Q4 2024 65 $92,733,062 $0 $0 $0 VUG, VO, IJR, SPYV, BSV 13F-HR 29 Apr 2025, 16:03