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Holders — by stockHoldings — by fund

Urban Wealth Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001845521

$114.7M

disclosed book value

107

positions

12.2%

largest position share

Positions, as of 2026-06-30

top 100 of 107 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC48,438$14.0M12.2%
2NVDANVIDIA CORPORATION36,976$7.4M6.4%
3AMZNAMAZON COM INC28,861$6.9M6%
4SMHVANECK ETF TRUST10,389$6.8M5.9%
5GOOGLALPHABET INC14,437$5.2M4.5%
6IDMOINVESCO EXCH TRADED FD TR II84,462$5.1M4.4%
7GOOGALPHABET INC7,871$2.8M2.4%
8IVVISHARES TR3,521$2.6M2.3%
9PFFAETFIS SER TR I112,207$2.3M2%
10IFRAISHARES TR36,232$2.3M2%
11TDTFFLEXSHARES TR95,106$2.3M2%
12DVADAVITA INC10,076$2.2M2%
13IJRISHARES TR14,817$2.2M1.9%
14COSTCOSTCO WHOLESALE CORPORATION2,340$2.2M1.9%
15JCPIJ P MORGAN EXCHANGE TRADED F39,348$1.9M1.6%
16IGIBISHARES TR34,094$1.8M1.6%
17XMMOINVESCO EXCHANGE TRADED FD T9,913$1.7M1.5%
18MSFTMICROSOFT CORP3,556$1.3M1.2%
19GEVGE VERNOVA INC1,059$1.2M1.1%
20IJHISHARES TR16,005$1.2M1.1%
21CVXCHEVRON CORPORATION7,286$1.2M1.1%
22CCITIGROUP INC8,418$1.2M1%
23SOXXISHARES TR1,815$1.2M1%
24VIGVANGUARD SPECIALIZED FUNDS4,778$1.1M1%
25ZMZOOM COMMUNICATIONS INC10,660$920,0640.8%
26IWFISHARES TR7,263$901,8470.8%
27QQQINVESCO QQQ TR1,212$892,5170.8%
28DVYISHARES TR5,673$886,6900.8%
29VOOVANGUARD INDEX FDS1,282$880,5730.8%
30IYWISHARES TR3,405$858,8430.7%
31NOCNORTHROP GRUMMAN CORP1,596$812,8590.7%
32IAUISHARES GOLD TR10,322$779,4140.7%
33QCOMQUALCOMM INC4,135$764,1070.7%
34TSLATESLA INC1,795$754,9770.7%
35CVSCVS HEALTH CORP7,275$752,5990.7%
36MPCMARATHON PETE CORP2,928$748,6020.7%
37MUMICRON TECHNOLOGY INC648$747,5450.7%
38CMICUMMINS INC1,021$728,1870.6%
39SPYMSPDR SERIES TRUST7,595$667,4570.6%
40TPRTAPESTRY INC4,468$654,0260.6%
41RYROYAL BK CDA2,955$611,5960.5%
42NDAQNASDAQ INC7,475$589,1800.5%
43PHPARKER-HANNIFIN CORP579$566,3310.5%
44FDLFIRST TR EXCHANGE-TRADED FD11,470$558,1300.5%
45IXUSISHARES TR5,771$550,7840.5%
46VTIVANGUARD INDEX FDS1,458$539,3350.5%
47IHFISHARES TR9,720$537,8080.5%
48PLTRPALANTIR TECHNOLOGIES INC4,601$536,7990.5%
49IXNISHARES TR3,715$536,7430.5%
50JPMJPMORGAN CHASE & CO1,636$535,5440.5%
51FINTADVISORS INNER CIRCLE FD II14,704$528,0910.5%
52AVGOBROADCOM INC1,325$500,5190.4%
53PWBINVESCO EXCHANGE TRADED FD T2,922$492,2400.4%
54ANETARISTA NETWORKS INC2,896$491,9720.4%
55VZVERIZON COMMUNICATIONS INC11,617$491,8590.4%
56GMGENERAL MTRS CO5,713$440,3580.4%
57WFCWELLS FARGO & CO5,230$432,2070.4%
58TSMTAIWAN SEMICONDUCTOR MANUFAC895$427,4250.4%
59VRTXVERTEX PHARMACEUTICALS INC856$425,2010.4%
60IYFISHARES TR3,315$422,6960.4%
61HDVISHARES TR15,020$411,6980.4%
62JOHNSON CONTROLS INTERNATION2,699$394,3510.3%
63DKSDICKS SPORTING GOODS INC1,615$366,2980.3%
64HDHOME DEPOT INC1,024$361,1440.3%
65IEFAISHARES TR3,730$360,2430.3%
66REGREGENCY CTRS CORP4,512$359,7870.3%
67DSIISHARES TR2,514$357,9680.3%
68VXUSVANGUARD STAR FDS4,123$352,4950.3%
69EFAVISHARES TR3,915$343,3850.3%
70PEPPEPSICO INC2,509$339,7190.3%
71JBHTHUNT J B TRANS SVCS INC1,166$337,4750.3%
72AMDADVANCED MICRO DEVICES INC578$335,7660.3%
73FLCEADVISORS INNER CIRCLE FD II10,739$335,3500.3%
74SRESEMPRA3,600$333,7560.3%
75XAGGMORGAN STANLEY ETF TRUST6,673$333,5830.3%
76CWBSPDR SERIES TRUST2,995$322,9210.3%
77GDGENERAL DYNAMICS CORP906$320,9410.3%
78HACKAMPLIFY ETF TR3,018$316,6790.3%
79FGSMADVISORS INNER CIRCLE FD II9,011$314,1400.3%
80FBNDFIDELITY MERRIMACK STR TR6,871$312,5610.3%
81AMTAMERICAN TOWER CORP1,910$312,4190.3%
82AEPAMERICAN ELEC PWR CO INC2,196$300,4350.3%
83LCTUBLACKROCK ETF TRUST3,713$297,6340.3%
84BRK/BBERKSHIRE HATHAWAY INC DEL585$292,7280.3%
85LLYELI LILLY & CO243$291,4610.3%
86GEGE AEROSPACE772$288,5200.3%
87BNDVANGUARD BD INDEX FDS3,828$281,0330.2%
88FSMDFIDELITY COVINGTON TRUST5,276$278,8370.2%
89VUGVANGUARD INDEX FDS3,186$274,4420.2%
90CIBRFIRST TR EXCHANGE-TRADED FD2,930$263,2610.2%
91DDDUPONT DE NEMOURS INC1,923$260,8360.2%
92FXUFIRST TR EXCHANGE-TRADED FD5,152$254,2000.2%
93ESGUISHARES TR1,542$252,3790.2%
94VGTVANGUARD WORLD FD2,104$251,4700.2%
95SGOLETFS GOLD TR6,337$242,2640.2%
96PCGPG&E CORP13,693$230,3160.2%
97PFEPFIZER INC9,335$224,7870.2%
98CATCATERPILLAR INC211$224,6940.2%
99NOWSERVICENOW INC2,230$221,3940.2%
100XSMOINVESCO EXCHANGE TRADED FD T2,346$219,6560.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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