Urban Wealth Management, LLC
All 13F Filings
- Location
- Lakewood, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 111,628
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 108 | 111,628 | 13F-HR/A - RESTATEMENT | Urban Wealth Management, LLC |
| Q3 2026 | 10/20/2026 | 108 | 111,628 | 13F-HR | Urban Wealth Management, LLC |
| 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 | 72.44 K | 64.9% | 1.137 K | 0 | 1.137 K |
| ETFs | 39.19 K | 35.1% | 0 | 4.235 K | -4.235 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
111,628
Holdings
108
QoQ value change ($000)
-3,095
(-2.7%)
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.