Unique Wealth Strategies, LLC
Unique Wealth Strategies, LLC reported 215 positions worth $246.5M as of March 31, 2026 (13F filed July 15, 2026). Largest holding: FBND (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $13.6M | 5.53% | 298,676 | — | — | |
| ▸ 2 | IVV | SH | $12.8M | 5.20% | 19,609 | — | — | |
| ▸ 3 | MOAT | SH | $11.3M | 4.60% | 117,184 | — | — | |
| ▸ 4 | DBEF | SH | $6.9M | 2.79% | 139,434 | — | — | |
| ▸ 5 | AMZN | SH | $6.3M | 2.56% | 30,323 | — | — | |
| ▸ 6 | JMBS | SH | $5.8M | 2.37% | 129,038 | — | — | |
| ▸ 7 | GOOGL | SH | $5.5M | 2.22% | 18,994 | — | — | |
| ▸ 8 | META | SH | $4.8M | 1.94% | 8,378 | — | — | |
| ▸ 9 | BIL | SH | $4.6M | 1.86% | 50,000 | — | — | |
| ▸ 10 | NVDA | SH | $4.3M | 1.73% | 24,463 | — | — |
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Frequently Asked Questions
What stocks does Unique Wealth Strategies, LLC hold as of Q1 2026?
Unique Wealth Strategies, LLC reported 215 positions worth $246.5M in its Q1 2026 13F filing. Largest positions: FBND (5.5%), IVV (5.2%), MOAT (4.6%), DBEF (2.8%) and AMZN (2.6%).
What did Unique Wealth Strategies, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Unique Wealth Strategies, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.