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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 5 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 4,089.0 $1.4M 0.16% NEW $343.05 +6.6%
82 TSLA TESLA INC Consumer Cyclical 3,063.0 $1.3M 0.15% NEW $420.60 -17.9%
83 CVX CHEVRON CORP NEW Energy 7,722.0 $1.3M 0.15% NEW $165.76 +24.1%
84 JEMA J P MORGAN EXCHANGE TRADED F 19,375.0 $1.2M 0.14% NEW $63.88 -3.3%
85 LLY ELI LILLY & CO Healthcare 1,029.0 $1.2M 0.14% NEW $1199.47 +3.7%
86 JGLO J P MORGAN EXCHANGE TRADED F 17,272.0 $1.2M 0.14% NEW $71.22 +2.6%
87 PTNQ PACER FDS TR 12,913.0 $1.1M 0.13% NEW $88.65 -3.3%
88 JIVE J P MORGAN EXCHANGE TRADED F 12,221.0 $1.1M 0.13% NEW $91.95 +5.7%
89 BOTT THEMES ETF TR 21,766.0 $1.1M 0.13% NEW $50.78 -14.2%
90 JBND J P MORGAN EXCHANGE TRADED F 19,818.0 $1.1M 0.12% NEW $53.50 -1.5%
91 XSMO INVESCO EXCHANGE TRADED FD T 11,153.0 $1.0M 0.12% NEW $93.63 -8.6%
92 MU MICRON TECHNOLOGY INC Technology 900.0 $1.0M 0.12% NEW $1154.29 -15.6%
93 GRID FIRST TR EXCHANGE-TRADED FD 5,194.0 $996K 0.12% NEW $191.75 -5.5%
94 BIL SPDR SERIES TRUST 10,366.0 $950K 0.11% NEW $91.64 -0.1%
95 EFG ISHARES TR 7,581.0 $943K 0.11% NEW $124.42 +0.3%
96 HD HOME DEPOT INC Consumer Cyclical 2,664.0 $940K 0.11% NEW $352.74 -5.2%
97 TLT ISHARES TR 10,756.0 $930K 0.11% NEW $86.42 -4.7%
98 COST COSTCO WHSL CORP NEW Consumer Defensive 991.0 $927K 0.11% NEW $935.76 -0.2%
99 MCD MCDONALDS CORP Consumer Cyclical 3,414.0 $923K 0.11% NEW $270.29 -0.4%
100 ACN ACCENTURE PLC IRELAND Technology 7,336.0 $913K 0.11% NEW $124.44 +45.7%
Page 5 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%