Urban Wealth Management, LLC
Annual return
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SPY
—
Alpha
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Invested
$195.4M
Holdings
93
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (52.8k shares)
14.2%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (34.1k shares)
8.5%
03
$SMH
VANECK ETF TRUST
Q4 2025: New position (12.6k shares)
4.7%
04
$IDMO
INVESCO EXCH TRADED FD TR II
Q4 2025: New position (81.5k shares)
4.6%
05
$AMZN
AMAZON COM INC
Q4 2025: New position (19.8k shares)
4.6%
06
$GOOGL
ALPHABET INC
Q4 2025: New position (16.8k shares)
4.5%
07
$PFFA
ETFIS SER TR I
Q4 2025: New position (93.3k shares)
2.9%
08
$GOOG
ALPHABET INC
Q4 2025: New position (8.3k shares)
2.7%
09
$IVV
ISHARES TR
Q4 2025: New position (3.5k shares)
2.4%
10
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: New position (1.7k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 12:18 UTC.