Unique Wealth Strategies, LLC
All 13F Filings
- Location
- Burr Ridge, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 275,109
- 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 | 7/15/2026 | 223 | 275,109 | 13F-HR | Unique Wealth Strategies, LLC |
| Q1 2026 | 7/15/2026 | 215 | 246,493 | 13F-HR | Unique Wealth Strategies, LLC |
| Q4 2025 | 7/14/2026 | 211 | 256,784 | 13F-HR | Unique Wealth Strategies, LLC |
| Q3 2025 | 7/14/2026 | 211 | 257,862 | 13F-HR | Unique Wealth Strategies, LLC |
| Q2 2025 | 7/14/2026 | 200 | 240,371 | 13F-HR | Unique Wealth Strategies, LLC |
| Q1 2025 | 7/14/2026 | 184 | 220,229 | 13F-HR | Unique Wealth Strategies, LLC |
| Q4 2024 | 7/14/2026 | 189 | 230,052 | 13F-HR | Unique Wealth Strategies, LLC |
| Q3 2024 | 7/14/2026 | 199 | 237,164 | 13F-HR | Unique Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.267 K
(0.5% of total reported value)
· QoQ Δ:
-928
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.9 K | 60.6% | 16.18 K | 0 | 16.18 K |
| ETFs | 107.9 K | 39.4% | 13.37 K | 0 | 13.37 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
275,109
Holdings
223
QoQ value change ($000)
28,616
(11.6%)
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.