UNIQUE WEALTH, LLC - Portfolio Stock Holdings
UNIQUE WEALTH, LLC disclosed 211 stock positions in a recent SEC 13F filing. $857,310,493 of stock holdings were filed, with the largest holdings including IVV, EFA, and JAVA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $965,627,008 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
211Est. Stock Holding Value:
$857,310,493Top Stock Holdings By Sector
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Portfolio Stock Holdings - UNIQUE WEALTH, LLC
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