account_balance
Investment manager · 13F filer · SEC CIK 1957124
Unique Wealth, LLC
Reported value$877Mas of Sep 30, 2026
Positions209 24 new, 16 sold out
Top 10 weight43.8%IVV alone is 13%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.3%
JAVAJ P Morgan Exchange Traded F
4.5%Added +4%
EFAiShares Tr
4.2%
DYNFBlackRock ETF Trust
4.2%Added +6%
AGGiShares Tr
3.6%
FBCGFidelity Covington Trust
3.1%Added +8%
SCHGSchwab Strategic Tr
3.0%Trimmed −12%
MUBiShares Tr
2.7%
BAIBlackRock ETF Trust
2.6%Added +7%
EMOPAb Active Etfs Inc
2.5%
SPYSPDR S&P 500 ETF Trust
2.2%
IWRiShares Tr
2.1%
IVViShares Tr
13.3%
JAVAJ P Morgan Exchange Traded F
4.5%
EFAiShares Tr
4.2%
DYNFBlackRock ETF Trust
4.2%
AGGiShares Tr
3.6%
FBCGFidelity Covington Trust
3.1%
SCHGSchwab Strategic Tr
3.0%
MUBiShares Tr
2.7%
BAI2.6%
EMOP2.5%
SPY2.2%IWR2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.3% Held
JAVA J P Morgan Exchange Traded F 4.5% Added +4%
EFA iShares Tr 4.2% Held
DYNF BlackRock ETF Trust 4.2% Added +6%
AGG iShares Tr 3.6% Held
FBCG Fidelity Covington Trust 3.1% Added +8%
SCHG Schwab Strategic Tr 3.0% Trimmed −12%
MUB iShares Tr 2.7% Held
BAI BlackRock ETF Trust 2.6% Added +7%
EMOP Ab Active Etfs Inc 2.5% Held
SPY SPDR S&P 500 ETF Trust 2.2% HeldIWR iShares Tr 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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