Urban Wealth Management, LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 114,723
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 107 | 114,723 | 13F-HR | Urban Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 93 | 97,684 | 13F-HR | Urban Wealth Management, LLC |
| Q4 2025 | 1/30/2026 | 94 | 107,569 | 13F-HR | Urban Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.3 K | 62.2% | 3.942 K | 0 | 3.942 K |
| ETFs | 43.42 K | 37.8% | 13.1 K | 0 | 13.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
114,723
Holdings
107
QoQ value change ($000)
17,039
(17.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.