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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
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RY ROYAL BK CDA Financial Services 2,955.0 $612K 0.53% -345.0 -10.4% $206.97 +0.1%
22 VTI VANGUARD INDEX FDS 1,458.0 $539K 0.47% -49.0 -3.2% $369.91 +2.2%
23 IHF ISHARES TR 9,720.0 $538K 0.47% -500.0 -4.9% $55.33 +3.8%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 4,601.0 $537K 0.47% -5K -49.6% $116.67 +52.1%
25 ADVISORS INNER CIRCLE FD II 14,704.0 $528K 0.46% -1K -6.6% $35.91
26 AVGO BROADCOM INC Technology 1,325.0 $501K 0.44% -50.0 -3.6% $377.75 -5.9%
27 VZ VERIZON COMMUNICATIONS INC Communication Services 11,617.0 $492K 0.43% -300.0 -2.5% $42.34 +18.5%
28 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 895.0 $427K 0.37% -317.0 -26.2% $477.57 -12.5%
29 VRTX VERTEX PHARMACEUTICALS INC Healthcare 856.0 $425K 0.37% -135.0 -13.6% $496.73 +10.2%
30 JCI JOHNSON CONTROLS INTERNATION Industrials 2,699.0 $394K 0.34% -292.0 -9.8% $146.11 -1.2%
31 HD HOME DEPOT INC Consumer Cyclical 1,024.0 $361K 0.32% -35.0 -3.3% $352.68 -5.1%
32 DSI ISHARES TR 2,514.0 $358K 0.31% -105.0 -4.0% $142.39 +2.8%
33 VXUS VANGUARD STAR FDS 4,123.0 $352K 0.31% -94.0 -2.2% $85.49 +2.7%
34 PEP PEPSICO INC Consumer Defensive 2,509.0 $340K 0.30% -75.0 -2.9% $135.40 +5.0%
35 AMD ADVANCED MICRO DEVICES INC Technology 578.0 $336K 0.29% -707.0 -55.0% $580.91 -17.2%
36 ADVISORS INNER CIRCLE FD II 10,739.0 $335K 0.29% -569.0 -5.0% $31.23
37 GD GENERAL DYNAMICS CORP Industrials 906.0 $321K 0.28% -393.0 -30.2% $354.24 +7.8%
38 ADVISORS INNER CIRCLE FD II 9,011.0 $314K 0.27% -2K -16.8% $34.86
39 FBND FIDELITY MERRIMACK STR TR 6,871.0 $313K 0.27% -2K -18.8% $45.49 -0.8%
40 AMT AMERICAN TOWER CORP Real Estate 1,910.0 $312K 0.27% -150.0 -7.3% $163.57 +7.4%
Page 2 of 3  ·  49 positions

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%