Uma Financial Services, Inc. - Q12026 Holdings

Uma Financial Services, Inc. holds 2056 stocks with a total portfolio value of $ 718.52M as of Q12026. In Q12026, Uma Financial Services, Inc. added 237 new positions, increased stakes in 677 stocks, reduced 403 holdings, and fully exited 207 positions. The largest holding is Ishares Tr (IVV), representing 12.56% of the total portfolio.