Notify me when Unique Wealth, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 179 | $682M | +$51.8M | -$24.1M | +$27.7M | IVV, SPY, EFA, AGG, DYNF | 13F-HR | 10/21/2025, 12:30 PM |
| Q2 2025 | 174 | $619M | +$76.6M | -$33.1M | +$43.5M | IVV, SPY, EFA, AGG, SCHG | 13F-HR | 7/22/2025, 09:23 AM |
| Q1 2025 | 152 | $529M | +$147M | -$82.5M | +$64.2M | IVV, SPY, AGG, EFA, MUB | 13F-HR | 4/11/2025, 10:25 AM |
| Q4 2024 | 141 | $480M | +$89.7M | -$25.4M | +$64.3M | IVV, SCHG, SPY, AGG, COWZ | 13F-HR | 1/13/2025, 03:48 PM |
| Q3 2024 | 121 | $437M | +$69.5M | -$33.6M | +$35.9M | IVV, SCHG, SPY, COWZ, AGG | 13F-HR | 10/3/2024, 09:43 AM |
| Q2 2024 | 93 | $382M | +$28.9M | -$5.56M | +$23.3M | IVV, SCHG, COWZ, SPY, AGG | 13F-HR | 7/18/2024, 11:57 AM |
| Q1 2024 | 86 | $354M | +$34.1M | -$13M | +$21.1M | IVV, SCHG, COWZ, SPY, AGG | 13F-HR | 4/11/2024, 02:05 PM |
| Q4 2023 | 81 | $309M | +$62.6M | -$15.6M | +$47.1M | IVV, COWZ, SCHG, SPY, AGG | 13F-HR | 1/11/2024, 10:33 AM |
| Q3 2023 | 82 | $240M | +$25.5M | -$8.67M | +$16.8M | IVV, COWZ, SCHG, JEPI, SPY | 13F-HR | 10/10/2023, 03:59 PM |
| Q2 2023 | 76 | $229M | +$21.9M | -$11M | +$10.8M | IVV, COWZ, SCHG, JEPI, MUB | 13F-HR | 7/21/2023, 11:15 AM |
| Q1 2023 | 61 | $206M | +$16.4M | -$8.29M | +$8.09M | IVV, COWZ, SCHG, CDC, JEPI | 13F-HR | 4/20/2023, 11:15 AM |
| Q4 2022 | 61 | $187M | $0 | $0 | IVV, COWZ, SCHG, CDC, MUB | 13F-HR | 1/25/2023, 05:01 PM |