Sign In
test

J. Kemp Sawers

Uptown Financial Advisors Llc

Assets Managed
$151.865M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
20.64%(2Q avg: 5.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Uptown Financial Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Uptown Financial Advisors 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 151.865M in assets, with a quarterly growth rate of 20.64% and a 2-quarter average growth rate of 5.41%. The portfolio is managed by J. Kemp Sawers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 494.74%
10.59%
$16.078M
186,647 shares@ $86.15 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 627.25%
7.88%
$11.953M
16,232 shares@ $736.41 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.93%
7.76%
$11.776M
79,404 shares@ $148.32 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 294.14%
7.42%
$11.257M
139,720 shares@ $80.58 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 1.51%
6.58%
$9.989M
164,321 shares@ $60.8 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -0.07%
5.32%
$8.077M
155,992 shares@ $51.79 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
5.14%
$7.805M
100,179 shares@ $77.92 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.12%
3.75%
$5.688M
47,799 shares@ $118.99 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.1%
3.31%
$5.018M
181,155 shares@ $27.71 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.02%
2.69%
$4.078M
18,712 shares@ $217.94 avg price

1-10 of 77