Unify Financial Advisors 13F Holdings · Q2 2026
Unify Financial Advisors reported 90 securities worth $108.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (9.88%), SCHZ (8.21%), VTI (6.44%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.7M | 9.88% | 14,291 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $8.9M | 8.21% | 384,558 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $7.0M | 6.44% | 18,850 | Trimmed |
| 4 | SCHB | SCHWAB STRATEGIC TR | $5.7M | 5.22% | 195,230 | Trimmed |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | $4.6M | 4.22% | 97,572 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $3.4M | 3.15% | 123,186 | Added |
| 7 | IVW | ISHARES TR | $3.2M | 2.96% | 23,344 | Trimmed |
| 8 | VXUS | VANGUARD STAR FDS | $2.6M | 2.39% | 30,333 | Added |
| 9 | IEMG | ISHARES INC | $2.3M | 2.11% | 27,529 | Trimmed |
| 10 | EFG | ISHARES TR | $2.1M | 1.95% | 16,951 | Added |
| 11 | DELL | DELL TECHNOLOGIES INC | $2.1M | 1.90% | 4,767 | Trimmed |
| 12 | IVE | ISHARES TR | $2.0M | 1.89% | 9,012 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 1.81% | 2,626 | Trimmed |
| 14 | AAPL | APPLE INC | $1.8M | 1.67% | 6,263 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $1.8M | 1.64% | 8,882 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $1.7M | 1.61% | 1,507 | Trimmed |
| 17 | GOVT | ISHARES TR | $1.6M | 1.51% | 71,786 | Added |
| 18 | AMZN | AMAZON COM INC | $1.6M | 1.50% | 6,816 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.5M | 1.40% | 4,255 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.40% | 4,643 | Trimmed |
| 21 | EFV | ISHARES TR | $1.3M | 1.18% | 16,698 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 1.18% | 3,419 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.2M | 1.14% | 1,320 | Added |
| 24 | PH | PARKER-HANNIFIN CORP | $1.2M | 1.14% | 1,262 | Trimmed |
| 25 | BAI | BLACKROCK ETF TRUST | $1.2M | 1.12% | 23,054 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR