Unique Wealth Strategies, LLC - Portfolio Stock Holdings
Unique Wealth Strategies, LLC disclosed 263 stock positions in a recent SEC 13F filing. $274,068,538 of stock holdings were filed, with the largest holdings including IVV, FBND, and MOAT. This filing represented positions held on June 30, 2026, and was filed on July 15, 2026.Report Period:
June 30, 2026No. of Stocks:
263Est. Stock Holding Value:
$274,068,538Top Stock Holdings By Sector
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Portfolio Stock Holdings - Unique Wealth Strategies, LLC
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Portfolio Options Holdings - Unique Wealth Strategies, LLC
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