Urban Financial Advisory Corp

13F Filings History

Latest 13F report
Q2 2025 - Aug 15, 2025
Value $
$199M
Signature - Title
Steven D Urban - President
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Urban Financial Advisory Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Urban Financial Advisory Corp reported 48 stock holdings with total value $199M as of Q2 2025. Top holdings included SPY, IJH, PICB, FNDX, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 48 $199M +$4.92M -$1.85M +$3.07M SPY, IJH, PICB, FNDX, VCSH 13F-HR 8/15/2025, 11:53 AM
Q1 2025 52 $181M +$5.62M -$1.79M +$3.83M SPY, IJH, PICB, VCSH, FNDX 13F-HR 5/15/2025, 05:06 PM
Q4 2024 51 $182M +$9.97M -$133K +$9.83M SPY, IJH, PICB, VCSH, FNDX 13F-HR 2/14/2025, 11:55 AM
Q3 2024 49 $181M +$9.15M -$1.65M +$7.5M SPY, IJH, PICB, VCSH, FNDX 13F-HR 11/15/2024, 04:18 PM
Q2 2024 24 $164M +$4.37M -$4.5M -$123K SPY, IJH, PICB, VCSH, FNDX 13F-HR 8/12/2024, 10:58 AM
Q1 2024 25 $163M +$46.4M -$783K +$45.6M SPY, IJH, PICB, VCSH, IEFA 13F-HR 5/9/2024, 08:31 AM
Q4 2023 21 $131M $0 $0 SPY, IJH, VCSH, IEFA, IJR 13F-HR 2/14/2024, 04:28 PM