Urban Wealth Management, LLC holds a focused book of 107 stocks worth $114.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened JP Morgan Inflation MGD Bond and trimmed Apple Inc. Their largest long position is Apple Inc at 12% of the equity book. Cloning the disclosed picks since 2021 would be +68% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845521/holdings"
Use Arkolith to show Urban Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.0 points over this window.
Growth of $10,000 cloning Urban Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Urban Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $83.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $432.6B |
| MORGAN STANLEY | 77 / 80 | $500.6B |
| ROYAL BANK OF CANADA | 77 / 80 | $154.1B |
| UBS Group AG | 77 / 80 | $130.9B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $97.2B |
| LPL Financial LLC | 77 / 80 | $81.0B |
| Cetera Investment Advisers | 77 / 80 | $22.0B |
Ranked by how many of Urban Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.0M | 48.4K | 12.2% | ▼−11% Reduced · −6K sh | |
| 2 | Nvidia Corporation COM | $7.4M | 37.0K | 6.4% | ▼−22% Reduced · −10K sh | |
| 3 | Amazon Com Inc COM | $6.9M | 28.9K | 6.0% | ▲+35% Added · +7K sh | |
| 4 | Vaneck ETF Trust SEMICONDUCTR ETF | $6.8M | 10.4K | 5.9% | ▼−13% Reduced · −2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $5.2M | 14.4K | 4.5% | ▼−6.2% Reduced · −961 sh | |
| 6 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $5.1M | 84.5K | 4.4% | ▲+3.3% Added · +3K sh | |
| 7 | Alphabet Inc CAP STK CL C | $2.8M | 7.9K | 2.4% | ▼−13% Reduced · −1K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $2.6M | 3.5K | 2.3% | ▲+0.1% Added · +5 sh | |
| 9 | Etfis Ser TR I VIRTUS INFRCAP | $2.3M | 112.2K | 2.0% | ▼−18% Reduced · −25K sh | |
| 10 | Ishares TR US INFRASTRUC | $2.3M | 36.2K | 2.0% | ▲+1.2% Added · +440 sh | |
| 11 | Flexshares TR IBOXX 5YR TRGT | $2.3M | 95.1K | 2.0% | ▲+20% Added · +16K sh | |
| 12 | Davita Inc COM | $2.2M | 10.1K | 2.0% | —Held | |
| 13 | Ishares TR CORE S&P SCP ETF | $2.2M | 14.8K | 1.9% | ▼−7.5% Reduced · −1K sh | |
| 14 | Costco Wholesale Corporation COM | $2.2M | 2.3K | 1.9% | ▲+3.4% Added · +76 sh | |
| 15 | J P Morgan Exchange Traded F INFL MANA BD ETF | $1.9M | 39.3K | 1.6% | ▲New New position | |
| 16 | Ishares TR ISHS 5-10YR INVT | $1.8M | 34.1K | 1.6% | ▲New New position | |
| 17 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $1.7M | 9.9K | 1.5% | ▲New New position | |
| 18 | Microsoft Corp COM | $1.3M | 3.6K | 1.2% | ▼−21% Reduced · −943 sh | |
| 19 | Ge Vernova Inc COM | $1.2M | 1.1K | 1.1% | ▲New New position | |
| 20 | Ishares TR CORE S&P MCP ETF | $1.2M | 16.0K | 1.1% | ▼−6.4% Reduced · −1K sh | |
| 21 | Chevron Corporation COM | $1.2M | 7.3K | 1.1% | ▼−0.1% Reduced · −4 sh | |
| 22 | Citigroup Inc COM NEW | $1.2M | 8.4K | 1.0% | ▼−5.6% Reduced · −496 sh | |
| 23 | Ishares TR ISHARES SEMICDTR | $1.2M | 1.8K | 1.0% | ▼−0.5% Reduced · −10 sh | |
| 24 | Vanguard Specialized Funds DIV APP ETF | $1.1M | 4.8K | 1.0% | ▼−7.7% Reduced · −400 sh | |
| 25 | Zoom Communications Inc CL A | $920K | 10.7K | 0.8% | ▲+307% Added · +8K sh | |
| 26 | Ishares TR RUS 1000 GRW ETF | $902K | 7.3K | 0.8% | ▲+299% Added · +5K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $893K | 1.2K | 0.8% | ▲+1.2% Added · +14 sh | |
| 28 | Ishares TR SELECT DIVID ETF | $887K | 5.7K | 0.8% | ▼−1.2% Reduced · −70 sh | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $881K | 1.3K | 0.8% | ▼−13% Reduced · −193 sh | |
| 30 | Ishares TR U.S. TECH ETF | $859K | 3.4K | 0.7% | ▼−3.0% Reduced · −105 sh | |
| 31 | Northrop Grumman Corp COM | $813K | 1.6K | 0.7% | ▲+3.2% Added · +49 sh | |
| 32 | Ishares Gold TR ISHARES NEW | $779K | 10.3K | 0.7% | ▼−2.2% Reduced · −235 sh | |
| 33 | Qualcomm Inc COM | $764K | 4.1K | 0.7% | ▼−2.1% Reduced · −90 sh | |
| 34 | Tesla Inc COM | $755K | 1.8K | 0.7% | ▼−1.1% Reduced · −20 sh | |
| 35 | CVS Health Corp COM | $753K | 7.3K | 0.7% | ▼−75% Reduced · −22K sh | |
| 36 | Marathon Pete Corp COM | $749K | 2.9K | 0.7% | ▲New New position | |
| 37 | Micron Technology Inc COM | $748K | 648 | 0.7% | ▲New New position | |
| 38 | Cummins Inc COM | $728K | 1.0K | 0.6% | ▲+126% Added · +570 sh | |
| 39 | SPDR Series Trust ST STR P500ETF | $667K | 7.6K | 0.6% | ▼−12% Reduced · −1K sh | |
| 40 | Tapestry Inc COM | $654K | 4.5K | 0.6% | ▲New New position | |
| 41 | Royal BK Cda COM | $612K | 3.0K | 0.5% | ▼−10% Reduced · −345 sh | |
| 42 | Nasdaq Inc COM | $589K | 7.5K | 0.5% | ▲+34% Added · +2K sh | |
| 43 | Parker-Hannifin Corp COM | $566K | 579 | 0.5% | ▲New New position | |
| 44 | First TR Exchange-Traded FD SHS | $558K | 11.5K | 0.5% | ▲New New position | |
| 45 | Ishares TR CORE MSCI TOTAL | $551K | 5.8K | 0.5% | ▲+16% Added · +802 sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $539K | 1.5K | 0.5% | ▼−3.3% Reduced · −49 sh | |
| 47 | Ishares TR US HLTHCR PR ETF | $538K | 9.7K | 0.5% | ▼−4.9% Reduced · −500 sh | |
| 48 | Palantir Technologies Inc CL A | $537K | 4.6K | 0.5% | ▼−50% Reduced · −5K sh | |
| 49 | Ishares TR GLOBAL TECH ETF | $537K | 3.7K | 0.5% | —Held | |
| 50 | JPMorgan Chase & Co COM | $536K | 1.6K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.