UNIQUE WEALTH, LLC: 13F holdings
CIK 19571242026Q2
| Positions | 201 |
|---|
| Reported value | $858.1m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 201 (+19 vs prior quarter) |
|---|
| Reported value | $858.1m (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 151,429 | $113.4m | 13.2% |
| EFA ISHARES TR | 360,925 | $37.5m | 4.4% |
| JAVA J P MORGAN EXCHANGE TRADED F | 470,589 | $37.4m | 4.4% |
| DYNF BLACKROCK ETF TRUST | 503,832 | $34.3m | 4.0% |
| AGG ISHARES TR | 330,744 | $32.7m | 3.8% |
| SCHG SCHWAB STRATEGIC TR | 826,801 | $28.0m | 3.3% |
| MUB ISHARES TR | 232,682 | $25.0m | 2.9% |
| FBCG FIDELITY COVINGTON TRUST | 399,413 | $24.8m | 2.9% |
| BAI BLACKROCK ETF TRUST | 458,867 | $24.2m | 2.8% |
| EMOP AB ACTIVE ETFS INC | 428,462 | $22.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1957124")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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