UNIQUE WEALTH, LLC - Portfolio overview

UNIQUE WEALTH, LLC has 221 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.13%
2. EFA - ISHARES TR, 4.59%
3. AGG - ISHARES TR, 4.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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