Uptown Financial Advisors LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 139,591
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
22.19 K
(15.9% of total reported value)
· QoQ Δ:
+14.59 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.27 K | 44.5% | 2.269 K | 0 | 2.269 K |
| ETFs | 57.97 K | 49.4% | 625 | 0 | 625 |
| Debt | 7.162 K | 6.1% | 750 | 0 | 750 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
139,591
Holdings
78
QoQ value change ($000)
18,235
(15.0%)
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.