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Manager record

Unique Wealth Strategies, LLC

CIK 2009809 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$272.72MReported 13F valueQ3 2026 · as filed
222Holdings listed
-86.1%vs prior quartervalue change includes market moves
2Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $2.0B$2.0BQ2 20261,632 holdingsQ3 2026: $272.7M$272.7MQ3 2026222 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$272.72M · 222 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$246.49M · 215 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$275.11M · 223 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$240.37M · 200 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$220.23M · 184 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$230.05M · 189 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$237.16M · 199 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$256.78M · 211 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$257.86M · 211 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology