Urban Wealth Management, LLC has submitted its 13F-HR report for the third quarter of 2026, revealing its investment holdings as of September 30. This filing is significant as it provides insight into the company's investment strategy and market positioning.
Urban Wealth Management, LLC is based in El Segundo, California, and specializes in asset management. The firm has a central index key (CIK) of 0001845521 and operates under the SEC file number 028-21029. The company’s fiscal year ends on December 31.
The filing indicates that Urban Wealth holds a total of 108 positions, with a reported total value of approximately $111.6 million. Among the notable investments listed are shares in major technology companies such as Apple Inc., Microsoft Corp., and Amazon.com Inc. These investments reflect a strong focus on the tech sector, which continues to drive much of the market's growth.
According to the filing, the report was signed by Lily C. Huber, the President and Chief Compliance Officer of Urban Wealth Management. The filing was made on October 20, 2026, and is accessible under accession number 0002085853-26-001255.
This update may affect various stakeholders, including investors, competitors, and analysts monitoring investment trends in the asset management industry. Firms may look to Urban Wealth's choices as indicators of market sentiment and potential future movements in the tech sector.
Looking ahead, Urban Wealth Management may continue to adjust its portfolio based on market conditions and investment opportunities. However, the filing does not specify what actions the company plans to take next.