Urban Wealth Management, LLC has filed a restatement of its Form 13F-HR/A for the period ending September 30, 2026. The filing lists the firm's total holdings as 108 securities, with a total value of $11,162,846.
The portfolio is dominated by exchange-traded funds (ETFs), which comprise the majority of the positions. Among the top individual stock holdings are Apple Inc., with 45,248 shares; NVIDIA Corporation, with 30,923 shares; and Amazon.com Inc., with 27,655 shares. Other notable individual equity positions include CVS Health Corp (13,114 shares), JPMorgan Chase & Co. (1,636 shares), and Costco Wholesale Corporation (1,160 shares).
The filing also lists significant positions in various ETFs, including the Invesco S&P International Momentum ETF (74,719 shares), the iShares Core S&P 500 ETF (3,387 shares), and the iShares Core S&P Mid-Cap ETF (15,954 shares). The restatement was signed by Lily C. Huber, the President and Chief Compliance Officer of the firm.
