UNIQUE WEALTH, LLC — 13F holdings

UNIQUE WEALTH, LLC reported 209 holdings worth $877M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. IVV ISHARES TR — $117M (13.3%)
  2. JAVA J P MORGAN EXCHANGE TRADED F — $39.2M (4.5%)
  3. EFA ISHARES TR — $37.1M (4.2%)
  4. DYNF BLACKROCK ETF TRUST — $36.9M (4.2%)
  5. AGG ISHARES TR — $31.8M (3.6%)
  6. FBCG FIDELITY COVINGTON TRUST — $27.3M (3.1%)
  7. SCHG SCHWAB STRATEGIC TR — $26.2M (3.0%)
  8. MUB ISHARES TR — $23.8M (2.7%)
  9. BAI BLACKROCK ETF TRUST — $23.1M (2.6%)
  10. EMOP AB ACTIVE ETFS INC — $21.8M (2.5%)