UNIQUE WEALTH, LLC
UNIQUE WEALTH, LLC reported 201 positions worth $858.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: IVV (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $113.4M | 13.22% | 151,429 | — | — | |
| ▸ 2 | EFA | SH | $37.5M | 4.37% | 360,925 | — | — | |
| ▸ 3 | JAVA | SH | $37.4M | 4.35% | 470,589 | — | — | |
| ▸ 4 | DYNF | SH | $34.3M | 3.99% | 503,832 | — | — | |
| ▸ 5 | AGG | SH | $32.7M | 3.82% | 330,744 | — | — | |
| ▸ 6 | SCHG | SH | $28.0M | 3.26% | 826,801 | — | — | |
| ▸ 7 | MUB | SH | $25.0M | 2.92% | 232,682 | — | — | |
| ▸ 8 | FBCG | SH | $24.8M | 2.89% | 399,413 | — | — | |
| ▸ 9 | BAI | SH | $24.2M | 2.82% | 458,867 | — | — | |
| ▸ 10 | EMOP | SH | $22.4M | 2.61% | 428,462 | — | — |
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Frequently Asked Questions
What stocks does UNIQUE WEALTH, LLC hold as of Q2 2026?
UNIQUE WEALTH, LLC reported 201 positions worth $858.1M in its Q2 2026 13F filing. Largest positions: IVV (13.2%), EFA (4.4%), JAVA (4.4%), DYNF (4.0%) and AGG (3.8%).
What did UNIQUE WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did UNIQUE WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.