Portfolio (Quarterly) Guide ↗

Uptown Financial Advisors LLC

· CIK 0002066147

13F Portfolio $152M AUM 88 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 12 Added 16 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRWV CALL	COREWEAVE INC	Technology	4,000	$310K	0.25%	SOLD
2	NVDA CALL	NVIDIA CORPORATION	Technology	1,500	$262K	0.21%	SOLD
3	CRWV PUT	COREWEAVE INC	Technology	2,900	$225K	0.18%	SOLD

Sector Allocation

Technology 32.5%

Financial Services 28.1%

Energy 19.7%

Communication Services 7.9%

Healthcare 6.0%

Industrials 3.0%

Consumer Cyclical 2.9%