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Lily C. Huber

Urban Wealth Management, Llc

Assets Managed
$114.723M
Holdings
107
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.45%(2Q avg: 4.13%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Urban Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 114.723M in assets, with a quarterly growth rate of 17.45% and a 2-quarter average growth rate of 4.13%. The portfolio is managed by Lily C. Huber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -10.93%
12.22%
$14.016M
48,438 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -22%
6.45%
$7.399M
36,976 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 35.07%
6%
$6.879M
28,861 shares@ $238.35 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -13.09%
5.94%
$6.814M
10,389 shares@ $655.93 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.24%
4.5%
$5.16M
14,437 shares@ $357.39 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 3.32%
4.44%
$5.092M
84,462 shares@ $60.3 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -13.16%
2.43%
$2.781M
7,871 shares@ $353.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.15%
2.3%
$2.637M
3,521 shares@ $748.88 avg price
PFFA
Virtus Infracap Us Pref Stck
Recent Activity
Decreased -18.28%
2.02%
$2.308M
112,207 shares@ $20.58 avg price
IFRA
Ishares Us Infrastructure
Recent Activity
Increased 1.23%
2%
$2.284M
36,232 shares@ $63.04 avg price

1-10 of 107