Urban Wealth Management, LLC has made an important update by amending its 13F-HR filing, which details its investment holdings as of September 30, 2026. This amendment is significant as it provides insights into the company's investment strategy and portfolio adjustments in response to market conditions.
The amendment, filed on October 21, 2026, indicates that Urban Wealth Management is actively managing its portfolio to align with current market dynamics. This level of engagement in portfolio management is crucial for maintaining competitive advantage in the wealth management sector.
Background
Urban Wealth Management, LLC is based in Lakewood, California, and is classified as an investment advisory firm. The company has been filing its 13F reports regularly, with the most recent filings occurring on October 20, 2026, and July 23, 2026. The firm operates under the Central Index Key (CIK) 0001845521.
What the Filing Says
This recent filing is an amendment to the previous 13F-HR report, indicating a restatement of the data. The filing highlights that Urban Wealth Management holds a total of $111,628,461 in reported assets as of the end of the third quarter. The document states, "This is an amendment to the 13F-HR filing, reflecting updated holdings as of September 30, 2026." The company has reported a total of 108 entries in its holdings.
Impact
The amended filing may affect various stakeholders, including clients, investors, and competitors within the wealth management industry. Clients may gain insights into Urban Wealth Management's investment strategies, while competitors may analyze these changes to adjust their own strategies accordingly.
What's Next
The filing does not say what happens next. However, it is expected that Urban Wealth Management will continue to monitor market trends and adjust its portfolio as needed in future filings.