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Portfolio (Quarterly) Guide ↗

Unique Wealth Strategies, LLC

· CIK 0002009809
13F Portfolio $275M AUM 223 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 223 New
Page 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 7,984.0 $2.7M 1.00% NEW $343.09 +7.3%
22 BERKSHIRE HATHAWAY INC DEL 5,429.0 $2.7M 0.99% NEW $500.39
23 GOOG ALPHABET INC 7,066.0 $2.5M 0.91% NEW $353.33
24 AAPL APPLE INC Technology 8,180.0 $2.4M 0.86% NEW $289.36 +16.2%
25 GD GENERAL DYNAMICS CORP Industrials 5,348.0 $1.9M 0.69% NEW $354.27 -0.3%
26 VGT VANGUARD WORLD FD 15,478.0 $1.8M 0.67% NEW $119.52 +2.3%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 10,096.0 $1.8M 0.66% NEW $180.91 +4.3%
28 ADI ANALOG DEVICES INC Technology 4,565.0 $1.8M 0.66% NEW $397.16 -5.4%
29 BK BANK OF NY MELLON CORP Financial Services 11,714.0 $1.7M 0.62% NEW $144.61 -1.9%
30 JPM JPMORGAN CHASE & CO Financial Services 5,143.0 $1.7M 0.61% NEW $327.31 +6.8%
31 CORP PIMCO ETF TR 17,142.0 $1.7M 0.60% NEW $96.90 -3.4%
32 TSLA TESLA INC Consumer Cyclical 3,934.0 $1.7M 0.60% NEW $420.60 -13.4%
33 ABNB AIRBNB INC Consumer Cyclical 10,964.0 $1.6M 0.57% NEW $143.10 +16.2%
34 MA MASTERCARD INCORPORATED Financial Services 2,932.0 $1.5M 0.55% NEW $513.63 +10.0%
35 DELL DELL TECHNOLOGIES INC Technology 3,448.0 $1.5M 0.54% NEW $431.47 +31.9%
36 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,733.0 $1.4M 0.53% NEW $386.74 +6.3%
37 TEMA ETF TRUST 34,287.0 $1.4M 0.52% NEW $41.89
38 CSHI NEOS ETF TRUST 28,109.0 $1.4M 0.51% NEW $49.81 -0.3%
39 BDX BECTON DICKINSON & CO Healthcare 9,142.0 $1.4M 0.50% NEW $151.33 +19.6%
40 EFV ISHARES TR 17,885.0 $1.4M 0.50% NEW $76.55 +5.6%
Page 2 of 12  ·  223 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
Technology 32.3%
Consumer Cyclical 15.4%
Financial Services 14.3%
Communication Services 11.8%
Healthcare 10.4%
Consumer Defensive 5.1%
Industrials 5.0%
Energy 3.1%
Basic Materials 2.2%
Real Estate 0.3%