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Unique Wealth Reports $10.4 Million Bitcoin Exposure in SEC Filing
Unique Wealth, LLC, a registered investment advisor located in Tampa, Florida, has disclosed approximately $10.4 million in Bitcoin holdings in its latest 13F-HR filing with the U.S. Securities and Exchange Commission (SEC). The filing, submitted on October 16, 2026, covers the firm's investment activities for the third quarter of 2026 and indicates that Unique Wealth primarily holds Bitcoin through spot exchange-traded funds (ETFs).
The firm’s Bitcoin exposure is largely concentrated in two ETFs: the Bitwise Bitcoin ETF (BITB), valued at around $5.3 million, and BlackRock’s iShares Bitcoin Trust (IBIT), which accounts for approximately $2.1 million. This allocation highlights Unique Wealth's preference for Bitwise over BlackRock, despite the latter's prominence in the spot ETF market.
As of the second quarter of 2026, Unique Wealth's total portfolio was valued at about $858 million, with total assets under management reaching approximately $966 million. The firm has experienced significant growth, increasing its assets from under $200 million in late 2022 to nearly $1 billion by early 2026, serving a diverse clientele that includes retail and high-net-worth individuals. The approval of spot Bitcoin ETFs in early 2024 has enabled traditional financial advisors to invest in Bitcoin through regulated channels, further influencing investment strategies among registered investment advisors like Unique Wealth.
Source: KLEA News