Sign In
test

Lily C. Huber

Urban Wealth Management, Llc

Assets Managed
$97.684M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-9.18%(2Q avg: 126.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Urban Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Urban Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.684M in assets, with a quarterly growth rate of -9.18% and a 2-quarter average growth rate of 126.47%. The portfolio is managed by Lily C. Huber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.97%
14.13%
$13.802M
54,383 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 39.06%
8.47%
$8.268M
47,411 shares@ $174.41 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -5.38%
4.7%
$4.583M
11,954 shares@ $383.42 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 0.26%
4.59%
$4.483M
81,751 shares@ $54.85 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.66%
4.56%
$4.451M
21,369 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.32%
4.54%
$4.428M
15,398 shares@ $287.57 avg price
PFFA
Virtus Infracap Us Pref Stck
Recent Activity
Increased 47.21%
2.87%
$2.796M
137,307 shares@ $20.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 9.49%
2.67%
$2.6M
9,064 shares@ $286.86 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
2.36%
$2.297M
3,516 shares@ $653.19 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 30.65%
2.31%
$2.256M
2,264 shares@ $996.43 avg price

1-10 of 93