account_balance

Investment manager · 13F filer · SEC CIK 2009809

Unique Wealth Strategies, LLC

Reported value$272Mas of Sep 30, 2026
Positions213 4 new, 5 sold out
Top 10 weight32.0%IVV alone is 6%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 5.8% Held
FBND Fidelity Merrimack STR Tr 5.4% Held
MOAT Vaneck ETF Trust 4.7% Held
DBEF DBX ETF Tr 2.9% Held
GOOGL Alphabet Inc. 2.7% HeldAMZN Amazon.com Inc 2.6% Held
JMBS Janus Detroit STR Tr 2.2% Held
NVDA NVIDIA Corp 1.9% HeldAMAT Applied Materials Inc 1.9% HeldMETA Meta Platforms, Inc. 1.8% Held
BIL SPDR Series Trust 1.8% Held
QQQ Invesco QQQ Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 15, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
  • PRF −22%
remove_circleSold out
  • XOM $1.14M
  • IEDI $1.12M
  • CPRX $649K
  • EA $610K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast