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.
