Unify Financial Advisors
Unify Financial Advisors reported 90 positions worth $108.3M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: IVV (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $10.7M | 9.88% | 14,291 | — | — | |
| ▸ 2 | SCHZ | SH | $8.9M | 8.21% | 384,558 | — | — | |
| ▸ 3 | VTI | SH | $7.0M | 6.44% | 18,850 | — | — | |
| ▸ 4 | SCHB | SH | $5.7M | 5.22% | 195,230 | — | — | |
| ▸ 5 | VMBS | SH | $4.6M | 4.22% | 97,572 | — | — | |
| ▸ 6 | SCHF | SH | $3.4M | 3.15% | 123,186 | — | — | |
| ▸ 7 | IVW | SH | $3.2M | 2.96% | 23,344 | — | — | |
| ▸ 8 | VXUS | SH | $2.6M | 2.40% | 30,333 | — | — | |
| ▸ 9 | IEMG | SH | $2.3M | 2.11% | 27,529 | — | — | |
| ▸ 10 | EFG | SH | $2.1M | 1.95% | 16,951 | — | — |
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Frequently Asked Questions
What stocks does Unify Financial Advisors hold as of Q2 2026?
Unify Financial Advisors reported 90 positions worth $108.3M in its Q2 2026 13F filing. Largest positions: IVV (9.9%), SCHZ (8.2%), VTI (6.4%), SCHB (5.2%) and VMBS (4.2%).
What did Unify Financial Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Unify Financial Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.