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Portfolio (Quarterly) Guide ↗

Urban Wealth Management, LLC

· CIK 0001845521
13F Portfolio $115M AUM 107 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 15 Added 49 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 28,861.0 $6.9M 6.00% +7K +35.1% $238.34 +8.4%
2 IDMO INVESCO EXCH TRADED FD TR II 84,462.0 $5.1M 4.44% +3K +3.3% $60.29 +4.7%
3 IFRA ISHARES TR 36,232.0 $2.3M 1.99% +440.0 +1.2% $63.04 -4.6%
4 TDTF FLEXSHARES TR 95,106.0 $2.3M 1.97% +16K +20.1% $23.77 -1.6%
5 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,340.0 $2.2M 1.91% +76.0 +3.4% $935.47 +2.4%
6 ZM ZOOM COMMUNICATIONS INC Technology 10,660.0 $920K 0.80% +8K +307.5% $86.31 +8.3%
7 IWF ISHARES TR 7,263.0 $902K 0.79% +5K +298.9% $124.17 -2.3%
8 QQQ INVESCO QQQ TR Financial Services 1,212.0 $893K 0.78% +14.0 +1.2% $736.40 -3.8%
9 NOC NORTHROP GRUMMAN CORP Industrials 1,596.0 $813K 0.71% +49.0 +3.2% $509.31 +8.2%
10 CMI CUMMINS INC Industrials 1,021.0 $728K 0.64% +570.0 +126.4% $713.21 -19.1%
11 NDAQ NASDAQ INC Financial Services 7,475.0 $589K 0.51% +2K +33.7% $78.82 +25.7%
12 IXUS ISHARES TR 5,771.0 $551K 0.48% +802.0 +16.1% $95.44 +2.7%
13 GM GENERAL MTRS CO Consumer Cyclical 5,713.0 $440K 0.38% +2K +51.1% $77.08 +11.3%
14 HDV ISHARES TR 15,020.0 $412K 0.36% +12K +387.8% $27.41 +8.8%
15 VUG VANGUARD INDEX FDS 3,186.0 $274K 0.24% +3K +500.0% $86.14 +1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.0%
Consumer Cyclical 14.9%
Communication Services 8.9%
Financial Services 8.6%
Healthcare 6.5%
Industrials 6.1%
Consumer Defensive 4.0%
Utilities 3.3%
Energy 3.1%
Real Estate 0.5%