UMA Financial Services, Inc.
Top Portfolio Positions
1,476 positions ·
$114,793,408 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
62,305 | $16,938,237 | 14.76% |
| NVDA |
Nvidia Corp
Technology
|
53,486 | $9,975,139 | 8.69% |
| GLDM |
World Gold Trust
|
91,476 | $7,809,306 | 6.80% |
| MSFT |
Microsoft Corp
Technology
|
14,266 | $6,899,322 | 6.01% |
| HQY |
Healthequity, Inc.
Healthcare
|
47,044 | $4,309,700 | 3.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,817 | $3,420,059 | 2.98% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,645 | $2,853,469 | 2.49% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,933 | $2,668,188 | 2.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,432 | $2,639,216 | 2.30% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,841 | $1,587,567 | 1.38% |
Portfolio Trend
Holdings in STRO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,105 | 182 | Shares | Sole | 2026-01-29 | |
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