Unique Wealth, a registered investment advisor based in Tampa, Florida, disclosed $10.4 million in Bitcoin holdings in its latest 13F-HR filing. The report, submitted to the SEC on October 16, 2026, covers the third quarter of 2026.
The firm maintains its exposure through spot Bitcoin ETFs rather than direct asset custody. The largest portion of these holdings is in the Bitwise Bitcoin ETF (BITB), valued at approximately $5.3 million, followed by the BlackRock iShares Bitcoin Trust (IBIT) at $2.1 million.
As of the second quarter of 2026, the firm reported an overall portfolio value of approximately $858 million. Unique Wealth manages around $966 million in total assets, serving both retail and high-net-worth clients.
The firm's assets under management have increased from under $200 million in late 2022 to nearly $1 billion by early 2026. The company is registered with the SEC under number 801-120294.
