UNIQUE WEALTH, LLC
Q2 2026 13F Holdings
- Locationtampa, FL
- Num holdings
201
- Value ($000)
$858,096
- Date Filed 07/21/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $113.4M | 13 % | 151,429 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $37.49M | 4 % | 360,925 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $37.37M | 4 % | 470,589 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $34.27M | 4 % | 503,832 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $32.74M | 4 % | 330,744 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $27.98M | 3 % | 826,801 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $25.04M | 3 % | 232,682 | ||
FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $24.81M | 3 % | 399,413 | ||
BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | $24.19M | 3 % | 458,867 | ||
AB ACTIVE ETFS INC | EMERGING MKTS OP | 00039J780 | $22.38M | 3 % | 428,462 |
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