UNIQUE WEALTH, LLC
Q4 2025 13F Holdings
- Locationtampa, FL
- Num holdings
185
- Value ($000)
$716,232
- Date Filed01/06/2026
- Form type13F-HR
- CIK0001957124
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $99.76M | 14 % | 145,644 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $33.59M | 5 % | 349,763 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $33.18M | 5 % | 332,166 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $31.17M | 4 % | 955,487 | ||
BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 | $25.29M | 4 % | 415,845 | ||
FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $24.53M | 3 % | 447,309 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $21.47M | 3 % | 300,888 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $20.9M | 3 % | 195,096 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $20.41M | 3 % | 284,617 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.95M | 2 % | 24,850 |
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