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CIK: 0001845521
Total reported value
$114.7M
$114.7M
94 檔
30.6%
In Q4 2025, Urban Wealth Management, LLC's U.S. equity holdings reached a combined market value of $114.7M, distributed across 94 disclosed stock positions.
Urban Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 18 new positions while fully exiting 24 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.35% | -1.91% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.91% | -2.01% | +784.92% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.89% | -0.03% | +1802.15% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.26% | +1.44% | — | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.23% | +1.25% | +6998.31% | |
| 6 | IDMO | Invesco S&p International De | ETF-Other | 4.21% | -0.15% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.54% | — | |
| 8 | GOLY | Strategy Shares Gold Enhance | ETF-Commodities | 3.22% | -1.94% | EXIT | |
| 9 | CVS | Cvs Health CORP | Stock-Healthcare | 2.62% | -1.46% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | -0.24% | +2545.05% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | -0.05% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | -0.12% | — | |
| 13 | IFRA | Ishares US Infrastructure | ETF-Other | 1.95% | -0.11% | +35.17% | |
| 14 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 1.87% | -0.85% | — | |
| 15 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 1.85% | +0.01% | — | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.70% | -0.23% | EXIT | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.40% | +211.69% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | -0.03% | — | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.10% | +6023.85% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.18% | -0.90% | +1737.44% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.10% | -0.10% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | -0.15% | — | |
| 23 | DVA | Davita Inc | Stock-Healthcare | 1.06% | +0.36% | -30.87% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.49% | — | |
| 25 | PFIX | Simplify Interest Rate Hedge | ETF-Other | 1.02% | -0.61% | EXIT | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.02% | — | — | |
| 27 | NDAQ | Nasdaq Inc | Stock-Financials | 1.00% | +0.02% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.94% | -0.02% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.03% | +79.84% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.13% | — | |
| 31 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.83% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | — | — | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | -0.27% | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.75% | -0.12% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.11% | — | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.67% | -0.37% | — | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.10% | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.05% | — | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.61% | +0.04% | +257.10% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | — | +1276.34% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.02% | -5.76% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.53% | +0.40% | — | |
| 44 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | -0.02% | — | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | -0.05% | — | |
| 46 | FINT | Frontier Ast T Ination E ETF | ETF-Other | 0.46% | -0.07% | — | |
| 47 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.46% | +0.03% | — | |
| 48 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | -0.13% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.18% | -61.14% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.43% | +0.09% | — |
According to official SEC Form 13F filings, Urban Wealth Management, LLC reported a total U.S. public equity portfolio value of $114.7M across 94 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 30.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
NVDA
市值: $6.4M
Top Position Liquidated / Trimmed
IEF
前期市值: $9.9M
During Q4 2025, Urban Wealth Management, LLC's top holdings by market value included AAPL (13.3%)、NVDA (5.9%)、GOOGL (4.9%). The largest single position, AAPL, represented 13.3% of total portfolio value.
In Q4 2025, Urban Wealth Management, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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