UNIQUE WEALTH, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 858,096
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 201 | 858,096 | 13F-HR | UNIQUE WEALTH, LLC |
| Q1 2026 | 4/21/2026 | 182 | 723,232 | 13F-HR | UNIQUE WEALTH, LLC |
| 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 | 132.1 K | 15.4% | 21.85 K | 0 | 21.85 K |
| ETFs | 724.9 K | 84.5% | 112.3 K | 0 | 112.3 K |
| Debt | 1.06 K | 0.1% | 734 | 0 | 734 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
858,096
Holdings
201
QoQ value change ($000)
134,864
(18.6%)
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.