Unique Wealth, LLC Portfolio Holdings
Unique Wealth, LLC
- $682 Billion
- Q3 2025
Unique Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $682 Billion distributed in 179 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 $59.7B, Spdr S&P 500 ETF Trust with a value of $49.8B, Ishares Tr Msci Eafe ETF with a value of $33.2B, Ishares Core U.S. Aggregate Bo with a value of $30.4B, and Blackrock ETF Tr U S Equity Fa with a value of $24.1B.
Examining the 13F form we can see an increase of $62.5B in the current position value, from $619B to 682B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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