UNIQUE WEALTH, LLC
Q1 2026 13F Holdings
- Locationtampa, FL
- Num holdings
182
- Value ($000)
$723,232
- Date Filed 04/21/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $99.47M | 14 % | 152,274 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $34.8M | 5 % | 358,309 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $33.31M | 5 % | 335,535 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $28.63M | 4 % | 399,057 | ||
BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $27.37M | 4 % | 470,452 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $27.18M | 4 % | 933,002 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $24.9M | 3 % | 234,613 | ||
BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | $20.9M | 3 % | 634,211 | ||
FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $19.94M | 3 % | 397,856 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.33M | 3 % | 28,192 |
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