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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 3 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IQVIA HLDGS INC 7,068.0 $1.4M 0.50% NEW $193.21
42 BINC BLACKROCK ETF TRUST II 25,890.0 $1.4M 0.49% NEW $52.34 -2.1%
43 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,417.0 $1.3M 0.47% NEW $293.15 -3.1%
44 PTF INVESCO EXCHANGE TRADED FD T 9,426.0 $1.3M 0.47% NEW $136.31 -24.3%
45 VOO VANGUARD INDEX FDS 1,867.0 $1.3M 0.47% NEW $686.86 +2.2%
46 NVS NOVARTIS AG Healthcare 7,992.0 $1.3M 0.46% NEW $156.72 -10.4%
47 SNDK SANDISK CORP Technology 546.0 $1.2M 0.45% NEW $2273.10 -21.2%
48 WFC WELLS FARGO & CO Financial Services 14,823.0 $1.2M 0.45% NEW $82.64 +4.2%
49 TIP ISHARES TR 10,700.0 $1.2M 0.43% NEW $109.43 -3.8%
50 COP CONOCOPHILLIPS Energy 11,221.0 $1.2M 0.42% NEW $103.96 +26.8%
51 QCOM QUALCOMM INC Technology 6,309.0 $1.2M 0.42% NEW $184.80 -3.8%
52 MAS MASCO CORP Industrials 14,150.0 $1.2M 0.42% NEW $81.37 -16.3%
53 MCK MCKESSON CORP Healthcare 1,522.0 $1.2M 0.42% NEW $755.70 +15.7%
54 XOM EXXON MOBIL CORP Energy 8,317.0 $1.1M 0.41% NEW $136.73 +19.3%
55 EWZ ISHARES INC 32,928.0 $1.1M 0.41% NEW $34.50 +8.8%
56 IEDI ISHARES U S ETF TR 20,420.0 $1.1M 0.41% NEW $54.79 +4.4%
57 NFLX NETFLIX INC. Communication Services 15,398.0 $1.1M 0.40% NEW $71.40 +0.5%
58 SEZL SEZZLE INC Financial Services 6,378.0 $1.1M 0.40% NEW $171.62 -32.1%
59 DIS DISNEY WALT CO Communication Services 11,081.0 $1.1M 0.39% NEW $96.25 +6.7%
60 EMB ISHARES TR 11,025.0 $1.1M 0.39% NEW $96.44 -3.2%
Page 3 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%