Institutions / Unique Wealth, LLC
Unique Wealth, LLC
CIK 1957124 · Institution · as of Dec 31, 2025
Portfolio value
$716.23M
Positions
185
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 185 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $99.76M | 13.9% |
| iShares Tr | $33.59M | 4.7% |
| iShares Tr | $33.18M | 4.6% |
| Schwab Strategic Tr | $31.17M | 4.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.29M | 3.5% |
| Fidelity Covington Trust | $24.53M | 3.4% |
| Trimtabs ETF Tr | $21.47M | 3.0% |
| iShares Tr | $20.90M | 2.9% |
| J P Morgan Exchange Traded F | $20.41M | 2.9% |
| SPDR S&P 500 ETF Tr | $16.95M | 2.4% |
| Tcw ETF Trust | $16.09M | 2.2% |
| iShares Tr | $16.08M | 2.2% |
| iShares Tr | $14.59M | 2.0% |
| iShares Inc | $13.76M | 1.9% |
| BlackRock ETF Trust | $12.60M | 1.8% |
| Invesco Qqq Tr | $10.81M | 1.5% |
| BlackRock ETF Trust II | $9.68M | 1.4% |
| iShares Tr | $8.82M | 1.2% |
| iShares Tr | $8.09M | 1.1% |
| BlackRock ETF Trust II | $8.01M | 1.1% |
| iShares Tr | $7.54M | 1.1% |
| Barclays Bank PLC | $7.48M | 1.0% |
| J P Morgan Exchange Traded F | $7.17M | 1.0% |
| Microsoft Corp | $6.56M | 0.9% |
| NVIDIA Corp | $6.54M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.