UNIQUE WEALTH, LLC
Q3 2025 13F Holdings
- Locationtampa, FL
- Num holdings
179
- Value ($000)
$681,795
- Date Filed 10/21/2025
- Form type13F-HR
- CIK 0001957124
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $59.74M | 9 % | 89,252 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $49.79M | 7 % | 74,734 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $33.20M | 5 % | 355,603 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $30.40M | 5 % | 303,197 | ||
D BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $24.10M | 4 % | 407,110 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $24.02M | 4 % | 752,622 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $22.87M | 3 % | 317,760 | ||
F FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $22.76M | 3 % | 424,075 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $19.55M | 3 % | 183,588 | ||
N TCW ETF TRUST | TRANSFORM SYSTEM | 29287L205 | $17.88M | 3 % | 182,984 |
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