# Unique Wealth Discloses $10.4 Million in Bitcoin ETF Holdings in Quarterly SEC Filing

- URL: https://stocks.freetheai.org/news/unique-wealth-discloses-10-4-million-in-bitcoin-etf-holdings-in-quarterly-sec-d4c6b9
- Published: 2026-10-16T16:24:19Z
- Category: crypto; sentiment: neutral; impact: low
- Symbols: [BITFLYER:BTCJPY](https://stocks.freetheai.org/symbols/BITFLYER-BTCJPY)
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Unique Wealth, LLC reported holding roughly $10.4 million in Bitcoin exposure through exchange-traded funds in its third-quarter 13F-HR filing with the Securities and Exchange Commission on October 16, 2026. Rather than purchasing digital coins directly, the Tampa, Florida-based registered investment advisor allocated its capital across spot Bitcoin funds, led by the Bitwise Bitcoin ETF (BITB) at about $5.3 million and BlackRock's iShares Bitcoin Trust (IBIT) at approximately $2.1 million.

The disclosure reflects an ongoing trend among registered investment advisors adopting regulated spot ETFs to gain crypto exposure for retail and high-net-worth clients without managing direct token custody. Unique Wealth's larger stake in Bitwise over BlackRock shows that advisor capital does not flow exclusively to the largest market leaders. While the $10.4 million position represents a small share of the firm's $858 million reported portfolio and $966 million in total assets under management, it marks a clear commitment to the asset class.

Market observers will watch upcoming quarterly regulatory filings to determine whether financial advisory firms continue expanding, maintaining, or trimming their spot Bitcoin ETF holdings.

## Key points

- Unique Wealth reported holding approximately $10.4 million in spot Bitcoin ETFs in its Q3 2026 SEC filing.
- The firm allocated $5.3 million to the Bitwise Bitcoin ETF (BITB) and $2.1 million to the iShares Bitcoin Trust (IBIT).
- The Bitcoin holdings represent a small fraction of the advisory firm's $858 million reported portfolio value.
- Unique Wealth oversees around $966 million in assets under management for retail and high-net-worth clients.
- Future quarterly disclosures will reveal whether wealth managers scale up or reduce their crypto ETF positions over time.

## Questions and answers

### How much Bitcoin does Unique Wealth hold?

Unique Wealth reported holding approximately $10.4 million in Bitcoin exposure through spot ETFs in its third-quarter 2026 SEC disclosure.

### Which Bitcoin ETFs did Unique Wealth purchase?

The firm invested roughly $5.3 million in the Bitwise Bitcoin ETF (BITB) and about $2.1 million in BlackRock's iShares Bitcoin Trust (IBIT).

### How large is Unique Wealth's total asset base?

Unique Wealth manages approximately $966 million in total assets under management and reported an overall portfolio value of $858 million.