Institutions / Urban Wealth Management, LLC
Urban Wealth Management, LLC
CIK 1845521 · Institution · as of Dec 31, 2025
Portfolio value
$107.57M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $14.36M | 13.3% |
| NVIDIA Corp | $6.36M | 5.9% |
| Alphabet Inc. | $5.26M | 4.9% |
| Amazon.com Inc | $4.58M | 4.3% |
| VanEck ETF Trust | $4.55M | 4.2% |
| Invesco Exch Traded Fd Tr II | $4.53M | 4.2% |
| Microsoft Corp | $4.06M | 3.8% |
| Strategy Shs | $3.47M | 3.2% |
| CVS HEALTH Corp | $2.81M | 2.6% |
| Alphabet Inc. | $2.60M | 2.4% |
| iShares Tr | $2.41M | 2.2% |
| iShares Tr | $2.14M | 2.0% |
| iShares Tr | $2.10M | 1.9% |
| Etfis Ser Tr I | $2.01M | 1.9% |
| Flexshares Tr | $1.99M | 1.8% |
| Salesforce Inc | $1.83M | 1.7% |
| Costco Wholesale Corp /New | $1.49M | 1.4% |
| Vanguard Index Fds | $1.41M | 1.3% |
| SPDR Series Trust | $1.28M | 1.2% |
| Palantir Technologies Inc | $1.27M | 1.2% |
| iShares Tr | $1.19M | 1.1% |
| Vanguard Specialized Funds | $1.15M | 1.1% |
| Davita Inc. | $1.14M | 1.1% |
| Chevron Corp | $1.14M | 1.1% |
| Simplify Exchange Traded Fun | $1.09M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.