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Portfolio (Quarterly) Guide ↗

UNIQUE WEALTH, LLC

· CIK 0001957124
13F Portfolio $858M AUM 201 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 201 New
Page 10 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VBIL VANGUARD INSTL INDEX FD 3,645.0 $276K 0.03% NEW $75.68 -0.1%
182 PGR PROGRESSIVE CORP Financial Services 1,240.0 $271K 0.03% NEW $218.50 +0.8%
183 OXY OCCIDENTAL PETE CORP Energy 5,416.0 $263K 0.03% NEW $48.57 +26.7%
184 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,416.0 $257K 0.03% NEW $181.15 +13.6%
185 LRCX LAM RESEARCH CORP Technology 591.0 $256K 0.03% NEW $433.33 -28.3%
186 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 6,470.0 $256K 0.03% NEW $39.57 +12.8%
187 SCHE SCHWAB STRATEGIC TR 6,851.0 $248K 0.03% NEW $36.26 +1.2%
188 VONG VANGUARD SCOTTSDALE FDS 1,940.0 $248K 0.03% NEW $127.81 -1.8%
189 DIS DISNEY WALT CO Communication Services 2,526.0 $243K 0.03% NEW $96.25 +11.5%
190 VIGI VANGUARD WHITEHALL FDS 2,591.0 $242K 0.03% NEW $93.38 +4.7%
191 INTERNATIONAL BANCSHARES COR 3,120.0 $237K 0.03% NEW $75.95
192 IWP ISHARES TR 1,571.0 $230K 0.03% NEW $146.41 -2.8%
193 VAW VANGUARD WORLD FD 986.0 $226K 0.03% NEW $228.71 +2.6%
194 CSX CSX CORP Industrials 4,664.0 $222K 0.03% NEW $47.53 +7.2%
195 IDV ISHARES TR 5,251.0 $218K 0.03% NEW $41.43 +8.5%
196 RWJ INVESCO EXCH TRADED FD TR II 3,598.0 $214K 0.03% NEW $59.50 +2.1%
197 DE DEERE & CO Industrials 332.0 $210K 0.03% NEW $633.69 -2.0%
198 GEV GE VERNOVA INC Utilities 176.0 $207K 0.02% NEW $1174.86 -17.8%
199 JPIE J P MORGAN EXCHANGE TRADED F 4,488.0 $207K 0.02% NEW $46.05 -0.4%
200 MEAR ISHARES U S ETF TR 4,078.0 $205K 0.02% NEW $50.38 -0.3%
Page 10 of 11  ·  201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.1%
Technology 20.4%
Communication Services 6.8%
Consumer Cyclical 5.9%
Healthcare 4.6%
Industrials 4.0%
Consumer Defensive 1.7%
Energy 1.4%
Utilities 0.2%