UNIQUE WEALTH, LLC
Q2 2025 13F Holdings
- Locationclearwater, FL
- Num holdings
174
- Value ($000)
$619,284
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001957124
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $61.19M | 10 % | 98,554 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $45.01M | 7 % | 72,846 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $32.00M | 5 % | 357,930 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $29.56M | 5 % | 298,023 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $21.08M | 3 % | 721,720 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $20.33M | 3 % | 194,552 | ||
DYNF BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $19.63M | 3 % | 360,540 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $19.21M | 3 % | 271,456 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $17.84M | 3 % | 369,737 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $15.25M | 3 % | 165,799 |
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