Holdings
Unique Wealth, LLC
As of Sep 30, 2026, Unique Wealth, LLC reported 202 positions worth US$867M. Largest: iShares Core S&P 500 ETF, JPMorgan Active Value ETF and iShares MSCI EAFE ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 153K | US$117M | new | Sep 30, 2026 |
| JPMorgan Active Value ETF | 491K | US$39.2M | new | Sep 30, 2026 |
| iShares MSCI EAFE ETF | 357K | US$37.1M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 533K | US$36.9M | new | Sep 30, 2026 |
| iShares Core U.S. Aggregate Bond ETF | 336K | US$31.8M | new | Sep 30, 2026 |
| Fidelity Blue Chip Growth ETF | 432K | US$27.3M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap Growth ETF | 729K | US$26.2M | new | Sep 30, 2026 |
| iShares National Muni Bond ETF | 235K | US$23.8M | new | Sep 30, 2026 |
| iShares A.I. Innovation and Tech Active ETF | 490K | US$23.1M | new | Sep 30, 2026 |
| AB Emerging Markets Opportunities ETF | 428K | US$21.8M | new | Sep 30, 2026 |