Unique Wealth Strategies, LLC
Q2 2026 13F Holdings
- Locationburr ridge, IL
- Num holdings
223
- Value ($000)
$275,109
- Date Filed 07/15/2026
- Form type13F-HR
- CIK 0002009809
- 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 | $15.85M | 6 % | 21,164 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $14.73M | 5 % | 323,842 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $12.8M | 5 % | 123,130 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $8.02M | 3 % | 146,793 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $7.29M | 3 % | 20,387 | ||
AMAZON COM INC | COM | 023135106 | $7.09M | 3 % | 29,755 | ||
JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $6.05M | 2 % | 134,410 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.27M | 2 % | 26,338 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $5.17M | 2 % | 99,834 | ||
APPLIED MATLS INC | COM | 038222105 | $5.17M | 2 % | 7,145 |
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