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Uptown Financial Advisors LLC
RIA/Wealth
Uptown Financial Advisors LLC is a RIA/Wealth based in Dallas, TX led by James Kemp Sawers, reporting $125.3M in AUM as of Q3 2025 with 88% ETF concentration and 61% concentrated in top 10 holdings.
PresidentJames Kemp Sawers
- Portfolio Value
- $113.8M
- Positions
- 70
- Top Holding
- VUG at 13.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Uptown Financial Advisors LLC's portfolio (61.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.9M | 13.14% | -$108.9K Sold | — 31.2K shares | |
ETF ETF | $9.2M | 8.11% | +$49.6K Bought | — 31.4K shares | |
ETF ETF | $8.4M | 7.43% | +$151.2K Bought | — 71.1K shares | |
ETF ETF | $8.1M | 7.12% | +$238.7K Bought | — 146.5K shares | |
ETF ETF | $6.6M | 5.81% | +$58.8K Bought | — 141.2K shares | |
ETF ETF | $6.4M | 5.64% | -$106.8K Sold | — 81.3K shares | |
ETF ETF | $5.2M | 4.55% | +$8.3K Bought | — 49.5K shares | |
ETF ETF | $3.6M | 3.20% | -$45.1K Sold | — 19.5K shares | |
ETF ETF | $3.6M | 3.12% | -$51.6K Sold | — 45.5K shares | |
ETF ETF | $3.5M | 3.11% | +$76.5K Bought | — 152.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Uptown Financial Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+6.85% | |
+3.03% | |
+2.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-34.79% | |
-28.07% |
Analytics
Portfolio insights and performance metrics for Uptown Financial Advisors LLC
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