Uptown Financial Advisors LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,865
- Description
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- Website
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- 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 | 7/10/2026 | 88 | 151,865 | 13F-HR | Uptown Financial Advisors LLC |
| Q1 2026 | 4/13/2026 | 76 | 125,892 | 13F-HR | Uptown Financial Advisors LLC |
| Q4 2025 | 1/23/2026 | 78 | 139,591 | 13F-HR | Uptown Financial Advisors LLC |
| Q3 2025 | 10/15/2025 | 74 | 121,356 | 13F-HR | Uptown Financial Advisors LLC |
| Q2 2025 | 7/10/2025 | 75 | 116,735 | 13F-HR | Uptown Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15.4 K
(10.1% of total reported value)
· QoQ Δ:
+13.14 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.6 K | 11.4% | 1.473 K | 0 | 1.473 K |
| ETFs | 113.1 K | 82.9% | 11.4 K | 0 | 11.4 K |
| Debt | 7.805 K | 5.7% | 0 | 50 | -50 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
151,865
Holdings
88
QoQ value change ($000)
25,973
(20.6%)
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.