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