Arkolith/Funds/Unique Wealth Strategies, LLC

Unique Wealth Strategies, LLC

CIK 2009809
Holdings as of Dec 31, 2025·disclosed Jul 14, 2026·~195-day 13F lag·13F-HR
Active Filer

Unique Wealth Strategies, LLC holds a diversified book of 200 stocks worth $254.7M as of Q4 2025 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened TEMA ETF TRUST and trimmed ISHARES TR. Their largest long position is ISHARES TR at 5% of the equity book. They also disclosed $37K in put options (a bearish bet) and $2.0M in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
57
new positions
Added to
75
existing
Trimmed
66
reduced
Sold out
55
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
32%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • TEMA ETF TRUST
    New$1.6M
  • UNILEVER PLC
    New$1.1M
  • JAMES HARDIE INDS PLC
    New$886K
  • CHIPOTLE MEXICAN GRILL INC
    New$801K
  • TRANSUNION
    New$785K
  • NETFLIX INC
    35×$774K
Trimmed / exited
  • INVESCO EXCH TRADED FD TR II
    −93%$4.7M
  • META PLATFORMS INC
    −17%$1.2M
  • PALANTIR TECHNOLOGIES INC
    −58%$899K
  • VANECK ETF TRUST
    −4.8%$649K
  • VANGUARD INDEX FDS
    −75%$644K
  • ACCENTURE PLC IRELAND
    −80%$604K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

200 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$13.3M19.4K
5.2%
−1.6%
Reduced · −324 sh
2Vaneck ETF Trust
MRNGSTR WDE MOAT
$12.9M124.9K
5.1%
−4.8%
Reduced · −6K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$11.9M259.4K
4.7%
+2.2%
Added · +6K sh
4Amazon Com Inc
COM
$7.5M32.6K
3.0%
−1.6%
Reduced · −526 sh
5Alphabet Inc
CAP STK CL A
$7.2M23.0K
2.8%
−6.3%
Reduced · −2K sh
6DBX ETF TR
XTRACK MSCI EAFE
$6.7M138.8K
2.6%
−1.0%
Reduced · −1K sh
7Meta Platforms Inc
CL A
$5.9M9.0K
2.3%
−17%
Reduced · −2K sh
8Janus Detroit STR TR
HENDERSON MTG
$5.6M122.1K
2.2%
+2.0%
Added · +2K sh
9Microsoft Corp
COM
$5.4M11.1K
2.1%
+14%
Added · +1K sh
10Invesco Exchange Traded FD T
RAFI US 1000 ETF
$4.2M93.8K
1.6%
+22%
Added · +17K sh
11Nvidia Corporation
COM
$4.1M21.7K
1.6%
−4.1%
Reduced · −920 sh
12Booking Holdings Inc
COM
$3.9M730
1.5%
−13%
Reduced · −109 sh
13Visa Inc
COM CL A
$3.7M10.5K
1.4%
+14%
Added · +1K sh
14Invesco QQQ TR
UNIT SER 1
$3.7M6.0K
1.4%
−4.0%
Reduced · −250 sh
15Pgim ETF TR
PGIM ULTRA SH BD
$3.6M71.7K
1.4%
+3.8%
Added · +3K sh
16Alphabet Inc
CAP STK CL C
$3.5M11.0K
1.4%
+13%
Added · +1K sh
17J P Morgan Exchange Traded F
MUNICIPAL ETF
$3.2M64.1K
1.3%
+15%
Added · +8K sh
18Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$3.2M10.6K
1.3%
−4.6%
Reduced · −508 sh
19Ishares Inc
CORE MSCI EMKT
$3.2M47.2K
1.2%
−6.2%
Reduced · −3K sh
20Ishares TR
20 YR TR BD ETF
$2.7M31.2K
1.1%
+2.1%
Added · +636 sh
21Berkshire Hathaway Inc Del
CL B NEW
$2.6M5.2K
1.0%
+16%
Added · +728 sh
22Mastercard Incorporated
CL A
$2.4M4.1K
0.9%
+0.7%
Added · +30 sh
23Applied Matls Inc
COM
$2.3M8.9K
0.9%
−5.3%
Reduced · −502 sh
24JPMorgan Chase & Co.
COM
$2.1M6.5K
0.8%
−7.4%
Reduced · −526 sh
25Apple Inc
COM
$2.0M7.5K
0.8%
−1.3%
Reduced · −97 sh
26Analog Devices Inc
COM
$2.0M7.5K
0.8%
+42%
Added · +2K sh
27Iqvia Hldgs Inc
COM
$1.9M8.4K
0.7%
+2.4%
Added · +197 sh
28Wells Fargo Co New
COM
$1.9M20.0K
0.7%
−1.1%
Reduced · −216 sh
29Tesla Inc
COM
$1.9M4.1K
0.7%
+0.8%
Added · +32 sh
30Airbnb Inc
COM CL A
$1.9M13.7K
0.7%
+20%
Added · +2K sh
31Qualcomm Inc
COM
$1.9M10.8K
0.7%
+40%
Added · +3K sh
32General Dynamics Corp
COM
$1.8M5.3K
0.7%
−3.4%
Reduced · −185 sh
33Salesforce Inc
COM
$1.7M6.6K
0.7%
−8.8%
Reduced · −633 sh
34Adobe Inc
COM
$1.6M4.7K
0.6%
+3.5%
Added · +160 sh
35Ishares U S ETF TR
US CONSUMER FOC
$1.6M28.5K
0.6%
+66%
Added · +11K sh
36Tema ETF Trust
ELECTRIFICATION
$1.6M54.0K
0.6%
New
New position
37Ebay Inc.
COM
$1.5M17.6K
0.6%
+65%
Added · +7K sh
38Philip Morris Intl Inc
COM
$1.5M9.5K
0.6%
−14%
Reduced · −2K sh
39Pimco ETF TR
INV GRD CRP BD
$1.5M15.4K
0.6%
+3.4%
Added · +513 sh
40Vanguard World FD
INF TECH ETF
$1.5M1.9K
0.6%
−4.3%
Reduced · −88 sh
41McKesson Corp
COM
$1.4M1.8K
0.6%
−1.6%
Reduced · −28 sh
42Novartis AG
SPONSORED ADR
$1.4M10.4K
0.6%
−0.7%
Reduced · −70 sh
43Bank New York Mellon Corp
COM
$1.4M12.0K
0.5%
−4.1%
Reduced · −513 sh
44Disney Walt Co
COM
$1.4M12.1K
0.5%
−6.1%
Reduced · −781 sh
45Elevance Health Inc Formerly
COM
$1.3M3.7K
0.5%
+4.7%
Added · +165 sh
46BlackRock ETF Trust II
ISHARES FLEXIBLE
$1.3M24.0K
0.5%
+3.3%
Added · +767 sh
47Autodesk Inc
COM
$1.2M4.1K
0.5%
−32%
Reduced · −2K sh
48Quantumscape Corp
COM CL A
$1.2M113.4K
0.5%
+3.0%
Added · +3K sh
49Oracle Corp
COM
$1.2M6.0K
0.5%
+10%
Added · +558 sh
50Medtronic PLC
SHS
$1.2M12.2K
0.5%
+1.9%
Added · +232 sh
Showing 50 of 200 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$37K
Call notional (bullish)$2.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishMETA PLATFORMS INC$660K1K
CALL · bullishMICROSOFT CORP$484K1K
CALL · bullishTESLA INC$405K900
CALL · bullishNVIDIA CORPORATION$187K1K
CALL · bullishINTUIT$66K100
CALL · bullishGE VERNOVA INC$65K100
CALL · bullishTAIWAN SEMICONDUCTOR MFG LTD$61K200
CALL · bullishACCENTURE PLC IRELAND$54K200
PUT · bearishNVIDIA CORPORATION$37K200
CALL · bullishNOVO-NORDISK A S$10K200
CALL · bullishSTARBUCKS CORP$8K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q4 2025Dec 31, 2025Jul 14, 2026211$256.8M13F-HR
Q3 2025Sep 30, 2025Jul 14, 2026211$257.9M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2026200$240.4M13F-HR
Q1 2025Mar 31, 2025Jul 14, 2026184$220.2M13F-HR
Q4 2024Dec 31, 2024Jul 14, 2026189$230.1M13F-HR
Q3 2024Sep 30, 2024Jul 14, 2026199$237.2M13F-HR
Q2 2024Jun 30, 2024Jul 24, 2024673$213.4M13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024179$204.2M13F-HR
Q4 2023Dec 31, 2023Feb 5, 2024133$150.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.