Unify Financial Advisors
Unify Financial Advisors reported 90 stocks worth $108M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are IVV (9.9%), SCHZ (8.2%) and VTI (6.4%). Compared with Q1 2026, the fund opened new positions in VTIP, VTEB and XLK, added to IVV, SCHZ and VMBS, trimmed VTI, SCHB and IVW and sold out of XOM, SHOP and INTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $10.7M | 9.9% | 14K | +2,842 (+25%) | 3 of 3 | |
| 2 |  SCHZ Schwab US Aggregate Bond | $8.9M | 8.2% | 385K | +11K (+3%) | 3 of 3 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $7M | 6.4% | 19K | −436 (−2%) | 3 of 3 | |
| 4 |  SCHB Schwab US Broad Market ETF | $5.7M | 5.2% | 195K | −510 (−0%) | 3 of 3 | |
| 5 |  VMBS Vanguard Scottsdale Fds | $4.6M | 4.2% | 98K | +3,227 (+3%) | 3 of 3 | |
| 6 |  SCHF Schwab International | $3.4M | 3.1% | 123K | +51K (+70%) | 3 of 3 | |
| 7 |  IVW Ishares TR | $3.2M | 3.0% | 23K | −5,620 (−19%) | 3 of 3 | |
| 8 |  VXUS Vanguard Star Fds | $2.6M | 2.4% | 30K | +1,320 (+5%) | 3 of 3 | |
| 9 |  IEMG Ishares Inc | $2.3M | 2.1% | 28K | −840 (−3%) | 3 of 3 | |
| 10 |  EFG Ishares TR | $2.1M | 1.9% | 17K | +6,747 (+66%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Unify Financial Advisors 13F FAQ
What does Unify Financial Advisors own?
Unify Financial Advisors reported 90 stocks worth $108M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are IVV (9.9%), SCHZ (8.2%) and VTI (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Unify Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 31 added to, 37 trimmed and 5 sold out. New positions include VTIP, VTEB and XLK. It sold all of XOM, SHOP and INTU.
When will Unify Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Unify Financial Advisors's portfolio worth?
The Q2 2026 filing reports $108M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.