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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 7,286.0 $1.2M 1.05% $165.76 +21.6%
22 C CITIGROUP INC Financial Services 8,418.0 $1.2M 1.03% -496.0 -5.6% $139.96 -4.7%
23 SOXX ISHARES TR 1,815.0 $1.2M 1.01% -10.0 -0.6% $640.76 -20.1%
24 VIG VANGUARD SPECIALIZED FUNDS 4,778.0 $1.1M 0.98% -400.0 -7.7% $236.62 +3.1%
25 ZM ZOOM COMMUNICATIONS INC Technology 10,660.0 $920K 0.80% +8K +307.5% $86.31 +8.3%
26 IWF ISHARES TR 7,263.0 $902K 0.79% +5K +298.9% $124.17 -2.3%
27 QQQ INVESCO QQQ TR Financial Services 1,212.0 $893K 0.78% +14.0 +1.2% $736.40 -3.8%
28 DVY ISHARES TR 5,673.0 $887K 0.77% -70.0 -1.2% $156.30 +5.5%
29 VOO VANGUARD INDEX FDS 1,282.0 $881K 0.77% -193.0 -13.1% $686.87 +2.2%
30 IYW ISHARES TR 3,405.0 $859K 0.75% -105.0 -3.0% $252.23 -2.7%
31 NOC NORTHROP GRUMMAN CORP Industrials 1,596.0 $813K 0.71% +49.0 +3.2% $509.31 +8.2%
32 IAU ISHARES GOLD TR Financial Services 10,322.0 $779K 0.68% -235.0 -2.2% $75.51 +14.2%
33 QCOM QUALCOMM INC Technology 4,135.0 $764K 0.67% -90.0 -2.1% $184.79 -12.4%
34 TSLA TESLA INC Consumer Cyclical 1,795.0 $755K 0.66% -20.0 -1.1% $420.60 -18.1%
35 CVS CVS HEALTH CORP Healthcare 7,275.0 $753K 0.66% -22K -74.8% $103.45 -8.8%
36 MPC MARATHON PETE CORP Energy 2,928.0 $749K 0.65% NEW $255.67 +42.4%
37 MU MICRON TECHNOLOGY INC Technology 648.0 $748K 0.65% NEW $1153.62 -18.9%
38 CMI CUMMINS INC Industrials 1,021.0 $728K 0.64% +570.0 +126.4% $713.21 -19.1%
39 SPYM SPDR SERIES TRUST 7,595.0 $667K 0.58% -1K -12.0% $87.88 +2.3%
40 TPR TAPESTRY INC Consumer Cyclical 4,468.0 $654K 0.57% NEW $146.38 -10.9%
Page 2 of 6  ·  107 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%