Unique Wealth, LLC Portfolio Holdings

Unique Wealth, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.8B, Spdr S&P 500 ETF Trust with a value of $32.5B, Ishares Core U.S. Aggregate Bo with a value of $28.5B, Ishares Tr Msci Eafe ETF with a value of $28.4B, and Ishares National Muni Bond ETF with a value of $20.7B.

Examining the 13F form we can see an increase of $49.4B in the current position value, from $480B to 529B.

Unique Wealth, LLC is based out at Tampa, FL

Below you can find more details about Unique Wealth, LLC portfolio as well as his latest detailed transactions.