Uma Financial Services, Inc. - Q22026 Holdings

Uma Financial Services, Inc. holds 2330 stocks with a total portfolio value of $ 837.38M as of Q22026. In Q22026, Uma Financial Services, Inc. added 420 new positions, increased stakes in 897 stocks, reduced 461 holdings, and fully exited 146 positions. The largest holding is Ishares Tr (IVV), representing 12.30% of the total portfolio.