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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 7 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AOM ISHARES TR 14,722.0 $734K 0.09% NEW $49.89 -0.3%
122 BCTK BARON ETF TR 22,567.0 $733K 0.09% NEW $32.48 -8.2%
123 CAT CATERPILLAR INC Industrials 683.0 $727K 0.09% NEW $1064.89 -22.5%
124 IVLU ISHARES TR 17,329.0 $725K 0.08% NEW $41.82 +6.2%
125 SMIZ ZACKS TRUST 16,003.0 $714K 0.08% NEW $44.62 -4.2%
126 VO VANGUARD INDEX FDS 8,624.0 $695K 0.08% NEW $80.57 +3.1%
127 KNG FIRST TR EXCHANGE-TRADED FD 13,735.0 $694K 0.08% NEW $50.50 +2.6%
128 SYK STRYKER CORPORATION Healthcare 2,196.0 $691K 0.08% NEW $314.86 +5.0%
129 VOE VANGUARD INDEX FDS 3,354.0 $663K 0.08% NEW $197.60 +5.9%
130 VUG VANGUARD INDEX FDS 7,543.0 $650K 0.08% NEW $86.14 +1.3%
131 IVW ISHARES TR 4,679.0 $644K 0.07% NEW $137.53 +0.9%
132 IOO ISHARES TR 4,695.0 $641K 0.07% NEW $136.59 +5.2%
133 TEMA ETF TRUST 15,068.0 $631K 0.07% NEW $41.89
134 QQQI NEOS ETF TRUST 10,220.0 $580K 0.07% NEW $56.79 -4.7%
135 ASLV ALLSPRING EXCHANGE TRADED FU 19,090.0 $573K 0.07% NEW $30.01 +3.2%
136 SCHD SCHWAB STRATEGIC TR 17,861.0 $566K 0.07% NEW $31.71 +10.5%
137 PTMC PACER FDS TR 13,504.0 $565K 0.07% NEW $41.83 -0.6%
138 ORCL ORACLE CORP Technology 3,845.0 $563K 0.07% NEW $146.55 +0.1%
139 WMT WALMART INC Consumer Defensive 4,910.0 $556K 0.07% NEW $113.26 -8.7%
140 ASML ASML HLDG NV Technology 276.0 $549K 0.06% NEW $1989.44 -11.9%
Page 7 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%