Uma Financial Services, Inc. - Q42025 Holdings

Uma Financial Services, Inc. holds 2027 stocks with a total portfolio value of $ 718.65M as of Q42025. In Q42025, Uma Financial Services, Inc. added 282 new positions, increased stakes in 694 stocks, reduced 455 holdings, and fully exited 154 positions. The largest holding is Ishares Tr (IVV), representing 13.00% of the total portfolio.