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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 9 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOW SERVICENOW INC Technology 3,752.0 $372K 0.04% NEW $99.28 +29.4%
162 BND VANGUARD BD INDEX FDS 5,074.0 $372K 0.04% NEW $73.40 -1.6%
163 TAXF AMERICAN CENTY ETF TR 7,310.0 $372K 0.04% NEW $50.84 -2.2%
164 PG PROCTER AND GAMBLE CO Consumer Defensive 2,520.0 $370K 0.04% NEW $146.65 -1.3%
165 CSCO CISCO SYS INC Technology 3,114.0 $366K 0.04% NEW $117.46 -5.5%
166 XBIL RBB FD INC 7,306.0 $365K 0.04% NEW $50.00 +0.3%
167 VMBS VANGUARD SCOTTSDALE FDS 7,772.0 $364K 0.04% NEW $46.81 -1.4%
168 SNX TD SYNNEX CORPORATION Technology 1,333.0 $356K 0.04% NEW $267.34 -6.4%
169 INTC INTEL CORP Technology 2,439.0 $341K 0.04% NEW $139.63 -35.5%
170 VTWO VANGUARD SCOTTSDALE FDS 2,798.0 $340K 0.04% NEW $121.42 -0.1%
171 VONV VANGUARD SCOTTSDALE FDS 2,999.0 $319K 0.04% NEW $106.32 +6.1%
172 PLTR PALANTIR TECHNOLOGIES INC Technology 2,693.0 $314K 0.04% NEW $116.67 +54.2%
173 AON AON PLC Financial Services 940.0 $312K 0.04% NEW $331.70 +7.1%
174 GD GENERAL DYNAMICS CORP Industrials 874.0 $310K 0.04% NEW $354.24 +8.5%
175 XLC SELECT SECTOR SPDR TR 2,854.0 $306K 0.04% NEW $107.14 +4.0%
176 VFLO VICTORY PORTFOLIOS II 6,616.0 $303K 0.04% NEW $45.75 +21.2%
177 XLE SELECT SECTOR SPDR TR 5,675.0 $301K 0.04% NEW $53.11 +19.8%
178 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 611.0 $292K 0.03% NEW $477.57 -12.3%
179 UBER UBER TECHNOLOGIES INC Technology 3,967.0 $286K 0.03% NEW $72.16 +9.2%
180 NFLX NETFLIX INC Communication Services 3,897.0 $278K 0.03% NEW $71.40 +11.5%
Page 9 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%