UNIQUE WEALTH, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 716,232
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/6/2026 | 185 | 716,232 | 13F-HR | UNIQUE WEALTH, LLC |
| Q3 2025 | 10/21/2025 | 179 | 681,795 | 13F-HR | UNIQUE WEALTH, LLC |
| Q2 2025 | 7/22/2025 | 174 | 619,284 | 13F-HR | UNIQUE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 327.9 K | 45.8% | 0 | 51.39 K | -51.39 K |
| ETFs | 387.1 K | 54.1% | 85.82 K | 0 | 85.82 K |
| Other | 1.218 K | 0.2% | 10 | 0 | 10 |
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Fund Snapshot
Q4 2025
Latest filed
1/6/2026
Total value ($000)
716,232
Holdings
185
QoQ value change ($000)
34,437
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.