Unique Wealth Strategies, LLC: 13F holdings
CIK 20098092026Q2
| Positions | 214 |
|---|---|
| Reported value | $275.1m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 21,164 | $15.8m | 5.8% |
| FBND FIDELITY MERRIMACK STR TR | 323,842 | $14.7m | 5.4% |
| MOAT VANECK ETF TRUST | 123,130 | $12.8m | 4.7% |
| DBEF DBX ETF TR | 146,793 | $8.0m | 2.9% |
| GOOGL ALPHABET INC | 20,387 | $7.3m | 2.6% |
| AMZN AMAZON COM INC | 29,755 | $7.1m | 2.6% |
| JMBS JANUS DETROIT STR TR | 134,410 | $6.0m | 2.2% |
| NVDA NVIDIA CORPORATION | 26,338 | $5.3m | 1.9% |
| PRF INVESCO EXCHANGE TRADED FD T | 99,834 | $5.2m | 1.9% |
| AMAT APPLIED MATLS INC | 7,145 | $5.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009809")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.