UNIQUE WEALTH, LLC — 13F Holdings & Portfolio

CIK 1957124 · latest 13F-HR filed 2026-07-21

UNIQUE WEALTH, LLC manages $858.1M in 13F-reported U.S. long-equity assets across 201 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (13.22%), EFA (4.37%), JAVA (4.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 30 new positions, exited 11, added to 113, and trimmed 34.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4830 W KENNEDY BLVD
SUITE 100
TAMPA, FL 33609
Phone
(813) 816-2028
Filing Manager
UNIQUE WEALTH, LLC
TAMPA, FL
Signatory
Jessica Thayer
Chief Compliance Officer
Loading holdings…
AUM

$858.1M

Long-equity book

Holdings

201

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+30 / −11 / ↑113 / ↓34

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$13.9M +14.0%
  • ISHARES TR$12.7M +2285.4%
  • J P MORGAN EXCHANGE TRADED F$8.7M +30.5%
  • BLACKROCK ETF TRUST$6.9M +25.2%
  • J P MORGAN EXCHANGE TRADED F$6.5M +85.4%
Show all 113

Top Trims

  • BITWISE BITCOIN ETF TR-$1.3M -20.1%
  • ISHARES TR-$1.3M -9.5%
  • BARCLAYS BANK PLC-$1.1M -11.0%
  • ISHARES INC-$739.0K -19.2%
  • MCKESSON CORP-$393.0K -31.8%
Show all 34

New Positions

  • J P MORGAN EXCHANGE TRADED F$1.9M
  • THEMES ETF TR$1.1M
  • APPLIED MATLS INC$894.4K
  • SPROTT ASSET MANAGEMENT LP$865.1K
  • VANGUARD CHARLOTTE FDS$849.9K
Show all 30

Exited Positions

  • PIMCO ETF TR$1.5M
  • BITWISE ETHEREUM ETF$904.3K
  • INTUIT$842.7K
  • FIRST TR EXCHANGE TRADED FD$753.2K
  • EXXON MOBIL CORP$620.2K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $113.4M 13.22% 151,429 SH
2 ISHARES TR EFA 464287465 $37.5M 4.37% 360,925 SH
3 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $37.4M 4.35% 470,589 SH
4 BLACKROCK ETF TRUST DYNF 09290C103 $34.3M 3.99% 503,832 SH
5 ISHARES TR AGG 464287226 $32.7M 3.82% 330,744 SH
6 SCHWAB STRATEGIC TR SCHG 808524300 $28.0M 3.26% 826,801 SH
7 ISHARES TR MUB 464288414 $25.0M 2.92% 232,682 SH
8 FIDELITY COVINGTON TRUST FBCG 316092352 $24.8M 2.89% 399,413 SH
9 BLACKROCK ETF TRUST BAI 09290C780 $24.2M 2.82% 458,867 SH
10 AB ACTIVE ETFS INC EMOP 00039J780 $22.4M 2.61% 428,462 SH
11 ISHARES TR IWR 464287499 $19.3M 2.25% 174,962 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $19.2M 2.24% 25,692 SH
13 TCW ETF TRUST PWRD 29287L205 $16.7M 1.95% 136,013 SH
14 INVESCO QQQ TR QQQ 46090E103 $16.7M 1.94% 22,629 SH
15 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $15.6M 1.81% 188,631 SH
16 TRIMTABS ETF TR ABFL 89628W302 $14.9M 1.74% 173,756 SH
17 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $14.2M 1.66% 105,559 SH
18 ISHARES TR EFV 464288877 $14.2M 1.66% 185,555 SH
19 ISHARES TR IWB 464287622 $13.3M 1.55% 32,447 SH
20 ISHARES TR ACWI 464288257 $12.3M 1.43% 78,139 SH
21 BLACKROCK ETF TRUST II BRTR 092528876 $9.8M 1.14% 194,252 SH
22 ISHARES TR IYR 464287739 $9.4M 1.10% 91,942 SH
23 BLACKROCK ETF TRUST II BINC 092528603 $9.3M 1.08% 177,153 SH
24 ISHARES TR IWM 464287655 $9.2M 1.07% 30,580 SH
25 BARCLAYS BANK PLC DJP 06738C778 $8.9M 1.03% 203,147 SH
26 FIDELITY COVINGTON TRUST FDVV 316092840 $8.4M 0.98% 140,013 SH
27 VANGUARD MUN BD FDS VTEB 922907746 $8.0M 0.93% 157,897 SH
28 FIDELITY MERRIMACK STR TR FBND 316188309 $7.6M 0.89% 167,117 SH
29 ISHARES TR IYK 464287812 $6.9M 0.80% 94,306 SH
30 BLACKROCK ETF TRUST II INMU 092528207 $6.6M 0.77% 274,022 SH
31 ISHARES TR IYG 464287770 $6.1M 0.71% 66,997 SH
32 SPDR INDEX SHS FDS SPGM 78463X475 $5.9M 0.69% 69,155 SH
33 ABACUS FCF ETF TR ABLD 89628W708 $5.9M 0.69% 196,100 SH
34 ISHARES TR GOVT 46429B267 $5.9M 0.68% 257,154 SH
35 PROSHARES TR SSO 74347R107 $5.9M 0.68% 86,903 SH
36 ISHARES TR AOR 464289867 $5.7M 0.67% 82,611 SH
37 ISHARES TR ITOT 464287150 $5.6M 0.66% 34,382 SH
38 VANGUARD INDEX FDS VTI 922908769 $5.6M 0.66% 15,249 SH
39 ISHARES TR AOA 464289859 $5.6M 0.66% 57,776 SH
40 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.3M 0.62% 75,068 SH
41 APPLE INC AAPL 037833100 $5.3M 0.62% 18,349 SH
42 BITWISE BITCOIN ETF TR BITB 09174C104 $5.3M 0.61% 165,096 SH
43 NVIDIA CORPORATION NVDA 67066G104 $5.0M 0.59% 25,164 SH
44 ISHARES TR IEI 464288661 $4.7M 0.54% 39,646 SH
45 PACER FDS TR COWZ 69374H881 $4.6M 0.53% 73,606 SH
46 SCHWAB STRATEGIC TR SCHV 808524409 $4.3M 0.50% 123,721 SH
47 ISHARES TR TLH 464288653 $4.2M 0.49% 41,938 SH
48 ALPHABET INC GOOGL 02079K305 $3.8M 0.45% 10,742 SH
49 ISHARES TR ITA 464288760 $3.4M 0.39% 13,934 SH
50 NEOS ETF TRUST SPYI 78433H303 $3.2M 0.37% 60,492 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $858.1M 201 0001957124-26-000003
2026-03-31 2026-04-21 $723.2M 182 0001957124-26-000002
2025-12-31 2026-01-06 $716.2M 185 0001957124-26-000001