Key Takeaways
- • Unique Wealth, LLC, a Tampa, Florida-based registered investment advisor, reported approximately $10.4 million in Bitcoin exposure in its 13F-HR filing with the SEC, submitted October 16, 2026, covering the third quarter of 2026.
- • The position is held entirely through spot Bitcoin ETFs, with the Bitwise Bitcoin ETF (BITB) at roughly $5.3 million and BlackRock's iShares Bitcoin Trust (IBIT) at about $2.1 million.
- • The Bitcoin allocation is small relative to the firm's book: its reported portfolio was about $858 million as of Q2 2026, and it manages roughly $966 million in assets under management.
- • The preference for BITB over IBIT, the larger fund by attention, suggests brand recognition does not alone determine where advisor capital flows in spot Bitcoin ETFs.
Summary
Unique Wealth, LLC, a registered investment advisor based in Tampa, Florida, reported approximately $10.4 million in Bitcoin holdings in its latest 13F-HR filing with the SEC, according to TradingView. The filing was submitted on October 16, 2026, and covers the third quarter of 2026. Form 13F-HR is a quarterly report that institutional investment managers use to disclose their securities holdings to the regulator.
The firm did not hold Bitcoin directly. It gained exposure through spot Bitcoin ETFs, the vehicle most wealth managers now use to place crypto in client portfolios. The largest position is the Bitwise Bitcoin ETF (BITB), valued at roughly $5.3 million, followed by BlackRock's iShares Bitcoin Trust (IBIT) at about $2.1 million. The report notes that Unique Wealth allocated more to BITB than to IBIT, even though IBIT draws most of the attention in the spot ETF market.
The position is modest against the firm's overall book. As of the second quarter of 2026, Unique Wealth's reported portfolio was valued at approximately $858 million, and the firm, registered with the SEC under number 801-120294, manages around $966 million in assets under management. The firm's AUM has grown from under $200 million in late 2022 to nearly $1 billion by early 2026, and it serves retail and high-net-worth clients.
The disclosure fits a broader pattern among registered investment advisors, which increasingly add Bitcoin exposure through ETF shares rather than direct custody. Other institutions have reported larger spot Bitcoin ETF positions in recent quarterly filings, and quarterly 13F data allows observers to track whether firms like Unique Wealth increase, hold, or reduce their stakes over time.
The firm did not hold Bitcoin directly. It gained exposure through spot Bitcoin ETFs, the vehicle most wealth managers now use to place crypto in client portfolios. The largest position is the Bitwise Bitcoin ETF (BITB), valued at roughly $5.3 million, followed by BlackRock's iShares Bitcoin Trust (IBIT) at about $2.1 million. The report notes that Unique Wealth allocated more to BITB than to IBIT, even though IBIT draws most of the attention in the spot ETF market.
The position is modest against the firm's overall book. As of the second quarter of 2026, Unique Wealth's reported portfolio was valued at approximately $858 million, and the firm, registered with the SEC under number 801-120294, manages around $966 million in assets under management. The firm's AUM has grown from under $200 million in late 2022 to nearly $1 billion by early 2026, and it serves retail and high-net-worth clients.
The disclosure fits a broader pattern among registered investment advisors, which increasingly add Bitcoin exposure through ETF shares rather than direct custody. Other institutions have reported larger spot Bitcoin ETF positions in recent quarterly filings, and quarterly 13F data allows observers to track whether firms like Unique Wealth increase, hold, or reduce their stakes over time.
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