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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 3 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAPL APPLE INC Technology 18,349.0 $5.3M 0.62% NEW $289.36 +7.7%
42 BITB BITWISE BITCOIN ETF TR Financial Services 165,096.0 $5.3M 0.61% NEW $31.86 +31.6%
43 NVDA NVIDIA CORPORATION Technology 25,164.0 $5.0M 0.59% NEW $200.09 +8.0%
44 IEI ISHARES TR 39,646.0 $4.7M 0.54% NEW $117.45 -0.9%
45 COWZ PACER FDS TR 73,606.0 $4.6M 0.53% NEW $62.20 +16.2%
46 SCHV SCHWAB STRATEGIC TR 123,721.0 $4.3M 0.50% NEW $34.81 +0.4%
47 TLH ISHARES TR 41,938.0 $4.2M 0.49% NEW $100.35 -3.6%
48 GOOGL ALPHABET INC Communication Services 10,742.0 $3.8M 0.45% NEW $357.37 -3.5%
49 ITA ISHARES TR 13,934.0 $3.4M 0.39% NEW $242.43 -1.8%
50 SPYI NEOS ETF TRUST 60,492.0 $3.2M 0.37% NEW $53.09 +0.8%
51 MSFT MICROSOFT CORP Technology 8,479.0 $3.2M 0.37% NEW $373.00 +30.1%
52 EMGF ISHARES INC 42,405.0 $3.1M 0.36% NEW $73.26 -1.8%
53 SMH VANECK ETF TRUST 4,679.0 $3.1M 0.36% NEW $655.90 -14.6%
54 IAU ISHARES GOLD TR Financial Services 38,947.0 $2.9M 0.34% NEW $75.51 +14.9%
55 CHAT TIDAL TRUST II 29,516.0 $2.9M 0.34% NEW $98.68 -10.5%
56 JMUB J P MORGAN EXCHANGE TRADED F 55,210.0 $2.8M 0.33% NEW $50.66 -2.0%
57 FQAL FIDELITY COVINGTON TRUST 34,032.0 $2.8M 0.32% NEW $81.36 +4.1%
58 VOO VANGUARD INDEX FDS 3,968.0 $2.7M 0.32% NEW $686.81 +2.7%
59 ICLN ISHARES TR 129,074.0 $2.6M 0.31% NEW $20.49 -13.4%
60 AMZN AMAZON COM INC Consumer Cyclical 10,659.0 $2.5M 0.30% NEW $238.34 +8.9%
Page 3 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 56.0%
Technology 20.7%
Consumer Cyclical 5.9%
Communication Services 5.3%
Healthcare 4.7%
Industrials 4.1%
Consumer Defensive 1.7%
Energy 1.4%
Utilities 0.2%