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UNIQUE WEALTH, LLC

Q2 2026 13F filing

Updated 51 days ago

201 disclosed positions worth $858.1M

Portfolio value
$858.1M
Total holdings
201
New positions
30
Closed positions
11
Increased
103
Decreased
59
Turnover
20.4%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-0.6%
Value
$113.4M
Shares
151.4K
% Port
13.22%
E

ISHARES TR

+0.7%
Value
$37.5M
Shares
360.9K
% Port
4.37%
?
3.N/A

J P MORGAN EXCHANGE TRADED F

+17.9%
Value
$37.4M
Shares
470.6K
% Port
4.35%
E

BLACKROCK ETF TRUST

+7.1%
Value
$34.3M
Shares
503.8K
% Port
3.99%
E

ISHARES TR

-1.4%
Value
$32.7M
Shares
330.7K
% Port
3.82%
S

SCHWAB STRATEGIC TR

-11.4%
Value
$28M
Shares
826.8K
% Port
3.26%
E

ISHARES TR

-0.8%
Value
$25M
Shares
232.7K
% Port
2.92%
?
8.N/A

FIDELITY COVINGTON TRUST

+0.4%
Value
$24.8M
Shares
399.4K
% Port
2.89%
?
9.N/A

BLACKROCK ETF TRUST

-27.6%
Value
$24.2M
Shares
458.9K
% Port
2.82%
?
10.N/A

AB ACTIVE ETFS INC

+17.7%
Value
$22.4M
Shares
428.5K
% Port
2.61%
E
11.ETHA

ISHARES TR

+0.4%
Value
$19.3M
Shares
175.0K
% Port
2.25%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

-8.9%
Value
$19.2M
Shares
25.7K
% Port
2.24%
?
13.N/A

TCW ETF TRUST

-21.2%
Value
$16.7M
Shares
136.0K
% Port
1.95%
Q
14.QQQ

INVESCO QQQ TR

-1.4%
Value
$16.7M
Shares
22.6K
% Port
1.94%
?
15.N/A

J P MORGAN EXCHANGE TRADED F

+32.0%
Value
$15.6M
Shares
188.6K
% Port
1.81%
?
16.N/A

TRIMTABS ETF TR

+2.5%
Value
$14.9M
Shares
173.8K
% Port
1.74%
?
17.N/A

J P MORGAN EXCHANGE TRADED F

+61.2%
Value
$14.2M
Shares
105.6K
% Port
1.66%
E
18.ETHA

ISHARES TR

+23.3%
Value
$14.2M
Shares
185.6K
% Port
1.66%
E
19.ETHA

ISHARES TR

+1977.3%
Value
$13.3M
Shares
32.4K
% Port
1.55%
?
20.N/A

ISHARES TR

-20.3%
Value
$12.3M
Shares
78.1K
% Port
1.43%
?
21.N/A

BLACKROCK ETF TRUST II

+20.8%
Value
$9.8M
Shares
194.3K
% Port
1.14%
?
22.N/A

ISHARES TR

+0.4%
Value
$9.4M
Shares
91.9K
% Port
1.10%
E
23.ETHA

BLACKROCK ETF TRUST II

+17.4%
Value
$9.3M
Shares
177.2K
% Port
1.08%
E
24.ETHA

ISHARES TR

-2.0%
Value
$9.2M
Shares
30.6K
% Port
1.07%
J

BARCLAYS BANK PLC

-1.9%
Value
$8.9M
Shares
203.1K
% Port
1.03%
?
26.N/A

FIDELITY COVINGTON TRUST

+10.7%
Value
$8.4M
Shares
140.0K
% Port
0.98%
?
27.N/A

VANGUARD MUN BD FDS

+15.8%
Value
$8M
Shares
157.9K
% Port
0.93%
?
28.N/A

FIDELITY MERRIMACK STR TR

+19.8%
Value
$7.6M
Shares
167.1K
% Port
0.89%
?
29.N/A

ISHARES TR

+1.6%
Value
$6.9M
Shares
94.3K
% Port
0.80%
?
30.N/A

BLACKROCK ETF TRUST II

+62.3%
Value
$6.6M
Shares
274.0K
% Port
0.77%
?
31.N/A

ISHARES TR

-13.6%
Value
$6.1M
Shares
67.0K
% Port
0.71%
?
32.N/A

SPDR INDEX SHS FDS

-8.8%
Value
$5.9M
Shares
69.2K
% Port
0.69%
?
33.N/A

ABACUS FCF ETF TR

+12.7%
Value
$5.9M
Shares
196.1K
% Port
0.69%
?
34.N/A

ISHARES TR

+26.5%
Value
$5.9M
Shares
257.2K
% Port
0.68%
K
35.KOLD

PROSHARES TR

-2.6%
Value
$5.9M
Shares
86.9K
% Port
0.68%
?
36.N/A

ISHARES TR

-10.7%
Value
$5.7M
Shares
82.6K
% Port
0.67%
E
37.ETHA

ISHARES TR

+6.0%
Value
$5.6M
Shares
34.4K
% Port
0.66%
V
38.VGES

VANGUARD INDEX FDS

+173.7%
Value
$5.6M
Shares
15.2K
% Port
0.66%
?
39.N/A

ISHARES TR

-8.1%
Value
$5.6M
Shares
57.8K
% Port
0.66%
V
40.VGES

VANGUARD TAX-MANAGED FDS

+3.1%
Value
$5.3M
Shares
75.1K
% Port
0.62%
A
41.AAPL

APPLE INC

-2.6%
Value
$5.3M
Shares
18.3K
% Port
0.62%
B
42.BITB

BITWISE BITCOIN ETF TR

-7.6%
Value
$5.3M
Shares
165.1K
% Port
0.61%
N
43.NVDA

NVIDIA CORPORATION

-4.2%
Value
$5M
Shares
25.2K
% Port
0.59%
E
44.ETHA

ISHARES TR

+16.7%
Value
$4.7M
Shares
39.6K
% Port
0.54%
?
45.N/A

PACER FDS TR

-4.3%
Value
$4.6M
Shares
73.6K
% Port
0.53%
S

SCHWAB STRATEGIC TR

+2.5%
Value
$4.3M
Shares
123.7K
% Port
0.50%
?
47.N/A

ISHARES TR

+3.2%
Value
$4.2M
Shares
41.9K
% Port
0.49%
G

ALPHABET INC

-18.5%
Value
$3.8M
Shares
10.7K
% Port
0.45%
?
49.N/A

ISHARES TR

+12.5%
Value
$3.4M
Shares
13.9K
% Port
0.39%
?
50.N/A

NEOS ETF TRUST

+5.7%
Value
$3.2M
Shares
60.5K
% Port
0.37%