SEC Form 13F

Uptown Financial Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$151,865,115
Positions88

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$16,077,810186,647
ISHARES TRIJRCORE S&P SCP ETF$11,776,44379,404
VANGUARD INDEX FDSVOMID CAP ETF$11,257,303139,720
INVESCO QQQ TRQQQUNIT SER 1$10,309,60014,000
SPDR SERIES TRUSTSPYVST STR P500VAL$9,989,134164,321
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$8,077,316155,992
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$7,804,995100,179
SPDR SERIES TRUSTSPYGST STR P500GRW$5,687,60347,799
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$5,018,004181,155
VANGUARD INDEX FDSVTVVALUE ETF$4,077,95818,712

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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