13F Filings History of URS Advisory LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • URS Advisory LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • URS Advisory LLC reported 61 equity holdings with a total reported market value of $179,657,147 for Q2 2026. Top reported holdings included VTI, SMH, QQQM, QQQI, and SPYI.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Erik Lembcke - President
Manager location
Jupiter, FL

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$179,657,147
Quarter delta
+$42,931,554
Accepted
27 Jul 2026, 17:53
Rows shown
1-3 of 3
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 61 $179,657,147 +$29,493,746 -$4,911,356 +$24,582,390 VTI, SMH, QQQM, QQQI, SPYI 13F-HR 27 Jul 2026, 17:53
Q1 2026 51 $136,725,593 +$23,192,311 -$4,606,787 +$18,585,524 VTI, SPYI, QQQM, QQQI, SMH 13F-HR 23 Apr 2026, 17:41
Q4 2025 44 $120,334,065 $0 $0 $0 VTI, SPYI, QQQM, QQQI, SMH 13F-HR 17 Feb 2026, 13:25
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