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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 6 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JCPB J P MORGAN EXCHANGE TRADED F 19,178.0 $900K 0.10% NEW $46.94 -1.6%
102 AMAT APPLIED MATLS INC Technology 1,237.0 $894K 0.10% NEW $723.03 -31.9%
103 JMST J P MORGAN EXCHANGE TRADED F 17,106.0 $872K 0.10% NEW $51.00 -0.2%
104 QUIZ ZACKS TRUST 29,789.0 $870K 0.10% NEW $29.22 +2.3%
105 ETHB ISHARES STAKED ETHEREUM TR E Financial Services 42,844.0 $870K 0.10% NEW $20.30 +52.0%
106 GWW GRAINGER W W INC Industrials 638.0 $868K 0.10% NEW $1360.44 -3.9%
107 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,675.0 $865K 0.10% NEW $30.17 +15.2%
108 XLK SELECT SECTOR SPDR TR 4,482.0 $854K 0.10% NEW $190.52 -3.8%
109 BNDX VANGUARD CHARLOTTE FDS 17,550.0 $850K 0.10% NEW $48.43 -1.5%
110 VIG VANGUARD SPECIALIZED FUNDS 3,558.0 $842K 0.10% NEW $236.64 +3.0%
111 MCK MCKESSON CORP Healthcare 1,113.0 $841K 0.10% NEW $755.61 +12.8%
112 ABBV ABBVIE INC Healthcare 3,312.0 $833K 0.10% NEW $251.63 +4.9%
113 BERKSHIRE HATHAWAY INC DEL 1,658.0 $830K 0.10% NEW $500.39
114 JIG J P MORGAN EXCHANGE TRADED F 9,479.0 $826K 0.10% NEW $87.17 -2.6%
115 IEV ISHARES TR 10,962.0 $799K 0.09% NEW $72.85 +4.1%
116 QYLD GLOBAL X FDS 43,046.0 $793K 0.09% NEW $18.43 -1.0%
117 MA MASTERCARD INCORPORATED Financial Services 1,543.0 $793K 0.09% NEW $513.63 +12.5%
118 IXUS ISHARES TR 8,275.0 $790K 0.09% NEW $95.44 +2.7%
119 EXXON MOBIL CORP 5,748.0 $786K 0.09% NEW $136.71
120 JSI JANUS DETROIT STR TR 15,104.0 $773K 0.09% NEW $51.21 -0.3%
Page 6 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%