Unique Wealth Strategies, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location burr ridge, ILCIK 0002009809All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
223 | $275.11M | IVV, FBND, MOAT, DBEF | 13F-HR | Jul 15, 2026 | 000200980926000012 | ||
215 | $246.49M | FBND, IVV, MOAT, DBEF | 13F-HR | Jul 15, 2026 | 000200980926000011 | ||
211 | $256.78M | IVV, MOAT, FBND, AMZN | 13F-HR | Jul 14, 2026 | 000200980926000010 | ||
211 | $257.86M | IVV, MOAT, FBND, META | 13F-HR | Jul 14, 2026 | 000200980926000009 | ||
200 | $240.37M | MOAT, IVV, FBND, META | 13F-HR | Jul 14, 2026 | 000200980926000008 | ||
184 | $220.23M | FBND, IVV, MOAT, DBEF | 13F-HR | Jul 14, 2026 | 000200980926000007 | ||
189 | $230.05M | FBND, IVV, MOAT, META | 13F-HR | Jul 14, 2026 | 000200980926000006 | ||
199 | $237.17M | FBND, IVV, MOAT, META | 13F-HR | Jul 14, 2026 | 000200980926000005 | ||
673 | $213.41M | FBND, IVV, MOAT, DBEF | 13F-HR | Jul 24, 2024 | 000200980924000004 | ||
179 | $204.22M | FBND, IVV, MOAT, DBEF | 13F-HR | Apr 26, 2024 | 000200980924000002 | ||
133 | $149.96M | PRF, IEMG, VB, GOOGL | 13F-HR | Feb 5, 2024 | 000200980924000001 |