Urban Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's principal, Lily C. Huber, as the authorized signatory.
The report details a portfolio consisting of 108 individual securities. The largest holding disclosed is NVIDIA Corporation, with 7,062,195 shares. Other significant positions include Advanced Micro Devices Inc. with 563 shares, Amazon.com Inc. with 27,655 shares, and Apple Inc. with 45,248 shares.
The filing also includes a substantial number of exchange-traded funds (ETFs). Major holdings in this category include the Invesco S&P International Momentum ETF with 74,719 shares, the iShares Core S&P 500 ETF with 33,387 shares, and the iShares Core S&P Mid-Cap ETF with 15,954 shares. Other notable ETF positions include the Invesco S&P 500 Momentum ETF with 7,640 shares, the iShares 5-10 Year Investment Grade Corporate Bond ETF with 31,480 shares, and the VanEck Semiconductor ETF with 9,475 shares.
The portfolio also includes positions in various other large-cap technology and healthcare companies. These include Microsoft Corporation, Meta Platforms Inc., Alphabet Inc., Eli Lilly & Co., Pfizer Inc., and Vertex Pharmaceuticals Inc. Additionally, the filing lists holdings in energy companies such as Chevron Corporation and energy infrastructure ETFs like the iShares U.S. Infrastructure ETF.
