Urban Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Urban Wealth Management, LLC held in its portfolio 93 assets valued at $107,568,816 (i.e. $107.57M).
The most valuable assets in the portfolio included: APPLE INC ($14.36M), NVIDIA CORPORATION ($6.36M), and ALPHABET INC ($5.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Urban Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 52815 | 14358220 | COM |
| NVIDIA CORPORATION | 34096 | 6358915 | COM |
| ALPHABET INC | 16796 | 5257217 | CAP STK CL A |
| AMAZON COM INC | 19849 | 4581546 | COM |
| VANECK ETF TRUST | 12635 | 4550421 | SEMICONDUCTR ETF |
| INVESCO EXCH TRADED FD TR II | 81542 | 4531288 | S&P INTL MOMNT |
| MICROSOFT CORP | 8392 | 4058466 | COM |
| STRATEGY SHS | 99156 | 3465502 | GOLD ENHANCED ET |
| CVS HEALTH CORP | 35451 | 2813391 | COM |
| ALPHABET INC | 8279 | 2597950 | CAP STK CL C |
| ISHARES TR | 3516 | 2408149 | CORE S&P500 ETF |
| ISHARES TR | 17807 | 2140095 | CORE S&P SCP ETF |
| ISHARES TR | 39830 | 2095880 | US INFRASTRUC |
| ETFIS SER TR I | 93277 | 2010119 | VIRTUS INFRCAP |
| FLEXSHARES TR | 83018 | 1989527 | IBOXX 5YR TRGT |
| SALESFORCE INC | 6918 | 1832711 | COM |
| SPDR SERIES TRUST | 18917 | 1544442 | STATE STREET SPD |
| COSTCO WHSL CORP NEW | 1733 | 1494436 | COM |
| VANGUARD INDEX FDS | 4219 | 1414503 | TOTAL STK MKT |
| PALANTIR TECHNOLOGIES INC | 7166 | 1273756 | CL A |
| ISHARES TR | 18000 | 1188000 | CORE S&P MCP ETF |
| VANGUARD SPECIALIZED FUNDS | 5216 | 1146372 | DIV APP ETF |
| DAVITA INC | 10076 | 1144734 | COM |
| CHEVRON CORP NEW | 7486 | 1140941 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 22839 | 1094673 | SIMPLIFY INTERST |
| CITIGROUP INC | 9381 | 1094669 | COM NEW |
| NASDAQ INC | 11046 | 1072898 | COM |
| VANGUARD STAR FDS | 13361 | 1007926 | VG TL INTL STK F |
| TESLA INC | 2070 | 930920 | COM |
| VANGUARD INDEX FDS | 1472 | 922834 | S&P 500 ETF SHS |
| BEST BUY INC | 13353 | 893716 | COM |
| ISHARES TR | 1841 | 871180 | RUS 1000 GRW ETF |
| ISHARES GOLD TR | 10557 | 856912 | ISHARES NEW |
| ISHARES TR | 5743 | 810567 | SELECT DIVID ETF |
| INVESCO QQQ TR | 1230 | 755601 | UNIT SER 1 |
| QUALCOMM INC | 4225 | 722686 | COM |
| NORTHROP GRUMMAN CORP | 1257 | 716754 | COM |
| ISHARES TR | 3570 | 712858 | U.S. TECH ETF |
| VANGUARD BD INDEX FDS | 9209 | 682126 | TOTAL BND MRKT |
| ISHARES TR | 7692 | 651051 | CORE MSCI TOTAL |
| BROADCOM INC | 1803 | 624018 | COM |
| JPMORGAN CHASE & CO. | 1784 | 574872 | COM |
| ISHARES TR | 1894 | 570378 | ISHARES SEMICDTR |
| ROYAL BK CDA | 3300 | 562617 | COM |
| WELLS FARGO CO NEW | 5678 | 529190 | COM |
| ADVISORS INNER CIRCLE FD II | 15739 | 496888 | FRONTIER ASSET T |
| ISHARES TR | 10220 | 489967 | US HLTHCR PR ETF |
| FIDELITY MERRIMACK STR TR | 10595 | 487793 | TOTAL BD ETF |
| VERIZON COMMUNICATIONS INC | 11868 | 483369 | COM |
| ISHARES TR | 4381 | 460005 | GLOBAL TECH ETF |
| ELI LILLY & CO | 414 | 444918 | COM |
| ISHARES TR | 3385 | 436428 | U.S. FINLS ETF |
| KKR & CO INC | 3378 | 430627 | COM |
| ADVISORS INNER CIRCLE FD II | 14188 | 426991 | FRONTIER ASSET G |
| SERVICENOW INC | 2740 | 419741 | COM |
| PEPSICO INC | 2790 | 400386 | COM |
| GENERAL DYNAMICS CORP | 1163 | 391536 | COM |
| JOHNSON CTLS INTL PLC | 3263 | 390744 | SHS |
| ISHARES TR | 3079 | 374437 | CORE HIGH DV ETF |
| AMERICAN TOWER CORP NEW | 2090 | 366941 | COM |
| HOME DEPOT INC | 1059 | 364402 | COM |
| ISHARES TR | 2757 | 355184 | ESG MSCI KLD 400 |
| AMERICAN ELEC PWR CO INC | 3003 | 346276 | COM |
| ISHARES TR | 3915 | 337669 | MSCI EAFE MIN VL |
| ADVANCED MICRO DEVICES INC | 1565 | 335160 | COM |
| ISHARES TR | 3730 | 333686 | CORE MSCI EAFE |
| GENERAL MTRS CO | 4047 | 329102 | COM |
| BERKSHIRE HATHAWAY INC DEL | 652 | 327728 | CL B NEW |
| ZOETIS INC | 2578 | 324364 | CL A |
| BLACKROCK ETF TRUST | 4297 | 318369 | ISHARES US CARBO |
| SEMPRA | 3600 | 317844 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1029 | 312703 | SPONSORED ADS |
| VERTEX PHARMACEUTICALS INC | 626 | 283803 | COM |
| VANGUARD CHARLOTTE FDS | 5862 | 283256 | TOTAL INT BD ETF |
| LINCOLN NATL CORP IND | 6145 | 273637 | COM |
| ISHARES TR | 1824 | 271740 | ESG AWR MSCI USA |
| GE AEROSPACE | 872 | 268602 | COM NEW |
| ETFS GOLD TR | 6337 | 260324 | PHYSCL GOLD SHS |
| VANGUARD INDEX FDS | 531 | 259054 | GROWTH ETF |
| PALO ALTO NETWORKS INC | 1357 | 249959 | COM |
| CUMMINS INC | 489 | 249610 | COM |
| PFIZER INC | 9926 | 247157 | COM |
| AUTOMATIC DATA PROCESSING IN | 947 | 243597 | COM |
| NETFLIX INC | 2583 | 242183 | COM |
| CARDINAL HEALTH INC | 1150 | 236325 | COM |
| ZOOM COMMUNICATIONS INC | 2716 | 234364 | CL A |
| TE CONNECTIVITY PLC | 954 | 217045 | ORD SHS |
| ISHARES TR | 989 | 212328 | US AER DEF ETF |
| FIRST TR EXCHANGE TRADED FD | 2930 | 209349 | NASDAQ CYB ETF |
| DUTCH BROS INC | 3385 | 207230 | CL A |
| CENCORA INC | 613 | 207041 | COM |
| AMPLIFY ETF TR | 2575 | 206953 | AMPLIFY CYBERSEC |
| JETBLUE AWYS CORP | 32302 | 146974 | COM |
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