Unique Wealth, LLC Portfolio Holdings
Unique Wealth, LLC
- $619 Billion
- Q2 2025
Unique Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $619 Billion distributed in 174 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 $61.2B, Spdr S&P 500 ETF Trust with a value of $45B, Ishares Tr Msci Eafe ETF with a value of $32B, Ishares Core U.S. Aggregate Bo with a value of $29.6B, and Schwab Strategic Tr Us Large C with a value of $21.1B.
Examining the 13F form we can see an increase of $90.1B in the current position value, from $529B to 619B.
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
Summary
- Portfolio
- No. of Stocks 174
- Current Value $619 Billion
- Prior Value $529 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 27 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 37 stocks