Urban Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Urban Wealth Management, LLC reported 94 stock positions worth $107.6 million. Its top holding was Apple (AAPL) at 13.3% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Alphabet Class A (GOOGL, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001845521
- Portfolio Value
- $107.6M (Q4 2025)
- SEC Filing
- 0002085853-26-000154 ↗ filed Jan 30, 2026
Holdings Value
Holdings 94 stocks · $107.6M
| AAPL Apple Inc. | 13.35% | 52,815 | $14.4M | — |
| NVDA Nvidia Corp. | 5.91% | 34,096 | $6.4M | — |
| GOOGL Alphabet Inc. Class A | 4.89% | 16,796 | $5.3M | — |
| AMZN Amazon.com Inc. | 4.26% | 19,849 | $4.6M | — |
| SMH Vaneck Semiconductor ETF | 4.23% | 12,635 | $4.6M | — |
| IDMO Invesco S&P International DE | 4.21% | 81,542 | $4.5M | — |
| MSFT Microsoft Corp. | 3.77% | 8,392 | $4.1M | — |
| GOLY Strategy Shares Gold Enhance | 3.22% | 99,156 | $3.5M | — |
| CVS CVS Health Corp. | 2.62% | 35,451 | $2.8M | — |
| GOOG Alphabet Inc. Class C | 2.42% | 8,279 | $2.6M | — |
| IVV iShares Core S&P 500 ETF | 2.24% | 3,516 | $2.4M | — |
| IJR iShares Core S&P Small-Cap E | 1.99% | 17,807 | $2.1M | — |
| IFRA iShares US Infrastructure | 1.95% | 39,830 | $2.1M | — |
| PFFA Virtus Infracap US Pref STCK | 1.87% | 93,277 | $2.0M | — |
| TDTF NT Iboxx 5Y Dur Tips ETF | 1.85% | 83,018 | $2.0M | — |
| CRM Salesforce Inc. | 1.70% | 6,918 | $1.8M | — |
| COST Costco Wholesale Corp. | 1.39% | 1,733 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 4,219 | $1.4M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.19% | 15,922 | $1.3M | — |
| PLTR Palantir Technologies Inc. Class A | 1.18% | 7,166 | $1.3M | — |
| IJH iShares Core S&P Midcap ETF | 1.10% | 18,000 | $1.2M | — |
| VIG Vanguard Dividend Apprec ETF | 1.07% | 5,216 | $1.1M | — |
| DVA Davita Inc. | 1.06% | 10,076 | $1.1M | — |
| CVX Chevron Corp. | 1.06% | 7,486 | $1.1M | — |
| PFIX Simplify Interest Rate Hedge | 1.02% | 22,839 | $1.1M | — |
| C Citigroup Inc. | 1.02% | 9,381 | $1.1M | — |
| NDAQ Nasdaq Inc. | 1.00% | 11,046 | $1.1M | — |
| VXUS Vanguard Total Intl Stock | 0.94% | 13,361 | $1.0M | — |
| TSLA Tesla Inc. | 0.87% | 2,070 | $931K | — |
| VOO Vanguard S&P 500 ETF | 0.86% | 1,472 | $923K | — |
| BBY Best Buy Co. Inc. | 0.83% | 13,353 | $894K | — |
| IWF iShares Russell 1000 Growth | 0.81% | 1,841 | $871K | — |
| IAU iShares Gold Trust | 0.80% | 10,557 | $857K | — |
| DVY iShares Select Dividend ETF | 0.75% | 5,743 | $811K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 1,230 | $756K | — |
| QCOM Qualcomm Inc. | 0.67% | 4,225 | $723K | — |
| NOC Northrop Grumman Corp. | 0.67% | 1,257 | $717K | — |
| IYW iShares Ustechnology ETF | 0.66% | 3,570 | $713K | — |
| BND Vanguard Total Bond Market | 0.63% | 9,209 | $682K | — |
| IXUS iShares Core Intl Stock ETF | 0.61% | 7,692 | $651K | — |
| AVGO Broadcom Inc. | 0.58% | 1,803 | $624K | — |
| JPM JPMorgan Chase & Co. | 0.53% | 1,784 | $575K | — |
| SOXX iShares Semiconductor ETF | 0.53% | 1,894 | $570K | — |
| RY Royal Bank of Canada | 0.52% | 3,300 | $563K | — |
| WFC Wells Fargo & Co. | 0.49% | 5,678 | $529K | — |
| FINT Frontier Ast T Ination E ETF | 0.46% | 15,739 | $497K | — |
| IHF iShares U.S. Healthcare Prov | 0.46% | 10,220 | $490K | — |
| FBND Fidelity Total Bond ETF | 0.45% | 10,595 | $488K | — |
| VZ Verizon Communications Inc. | 0.45% | 11,868 | $483K | — |
| IXN iShares Global Tech ETF | 0.43% | 4,381 | $460K | — |
| LLY Eli Lilly & Co. | 0.41% | 414 | $445K | — |
| IYF iShares US Financials ETF | 0.41% | 3,385 | $436K | — |
| KKR KKR & Co. Inc. | 0.40% | 3,378 | $431K | — |
| FGSM Frontier Global Smal Cap ETF | 0.40% | 14,188 | $427K | — |
| NOW ServiceNow Inc. | 0.39% | 2,740 | $420K | — |
| PEP Pepsico Inc. | 0.37% | 2,790 | $400K | — |
| GD General Dynamics Corp. | 0.36% | 1,163 | $392K | — |
| JCI Johnson Controls Internation | 0.36% | 3,263 | $391K | — |
| HDV iShares Core High Dividend E | 0.35% | 3,079 | $374K | — |
| AMT American Tower Corp. | 0.34% | 2,090 | $367K | — |
| HD Home Depot Inc. | 0.34% | 1,059 | $364K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 2,757 | $355K | — |
| AEP American Electric Power | 0.32% | 3,003 | $346K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.31% | 3,915 | $338K | — |
| AMD Advanced Micro Devices | 0.31% | 1,565 | $335K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 3,730 | $334K | — |
| GM General Motors Co. | 0.31% | 4,047 | $329K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 652 | $328K | — |
| ZTS Zoetis Inc. | 0.30% | 2,578 | $324K | — |
| LCTU iShares U.S. Carbon Transiti | 0.30% | 4,297 | $318K | — |
| SRE Sempra | 0.30% | 3,600 | $318K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 1,029 | $313K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 626 | $284K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.26% | 5,862 | $283K | — |
| LNC Lincoln National Corp. | 0.25% | 6,145 | $274K | — |
| ESGU iShares ESG Aware MSCI USA | 0.25% | 1,824 | $272K | — |
| GE General Electric filed as GE AEROSPACE | 0.25% | 872 | $269K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.25% | 2,995 | $267K | — |
| SGOL Abrdn Physical Gold Shares | 0.24% | 6,337 | $260K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 531 | $259K | — |
| PANW Palo Alto Networks Inc. | 0.23% | 1,357 | $250K | — |
| CMI Cummins Inc. | 0.23% | 489 | $250K | — |
| PFE Pfizer Inc. | 0.23% | 9,926 | $247K | — |
| ADP Automatic Data Processing | 0.23% | 947 | $244K | — |
| NFLX Netflix Inc. | 0.23% | 2,583 | $242K | — |
| CAH Cardinal Health Inc. | 0.22% | 1,150 | $236K | — |
| ZM Zoom Communications Inc. | 0.22% | 2,716 | $234K | — |
| TEL Te Connectivity PLC | 0.20% | 954 | $217K | — |
| ITA iShares U.S. Aerospace & Def | 0.20% | 989 | $212K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 2,930 | $209K | — |
| BROS Dutch Bros Inc. Class A | 0.19% | 3,385 | $207K | — |
| COR Cencora Inc. | 0.19% | 613 | $207K | — |
| HACK Amplify Cybersecurity ETF | 0.19% | 2,575 | $207K | — |
| JBLU Jetblue Airways Corp. | 0.14% | 32,302 | $147K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.