Unison Advisors
Unison Advisors reported 171 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTEI (16.1%), VTV (12.3%) and AVUV (11.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to VTEI, AVUV and QUAL, trimmed VTV, AVDV and IQLT and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() VTEI Vanguard Mun BD Fds | $229M | 16.1% | 2.4M | +19K (+1%) | 7 of 8 | |
| 2 | ![]() VTV Vanguard Index Fds | $175M | 12.3% | 809K | −882 (−0%) | 8 of 8 | |
| 3 | ![]() AVUV American Centy ETF TR | $159M | 11.2% | 1.3M | +10K (+1%) | 8 of 8 | |
| 4 | ![]() QUAL Ishares TR | $137M | 9.6% | 615K | +2,556 (+0%) | 8 of 8 | |
| 5 | ![]() AVDV Avantis International Small Cap Value ETF | $87.3M | 6.1% | 798K | −34K (−4%) | 8 of 8 | |
| 6 | ![]() IQLT Ishares Msci Intl Quality Factor ETF | $43.9M | 3.1% | 887K | −5,699 (−1%) | 8 of 8 | |
| 7 | ![]() FNDF Schwab Fundamental International Equity ETF | $41.6M | 2.9% | 774K | −11K (−1%) | 8 of 8 | |
| 8 | ![]() FNDE Schwab Strategic TR | $39.4M | 2.8% | 941K | −31K (−3%) | 8 of 8 | |
| 9 | ![]() DEHP Dimensional ETF Trust | $37.5M | 2.6% | 912K | −1,006 (−0%) | 8 of 8 | |
| 10 | ![]() DGS Wisdomtree TR | $28.5M | 2.0% | 451K | +2,369 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() XOM Exxon Mobil Corp | $3.1M | 23K |
TAYLOR MORRISON HOME CORP | $795K | 11K |
DIMENSIONAL ETF TRUST | $558K | 13K |
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Unison Advisors 13F FAQ
What does Unison Advisors own?
Unison Advisors reported 171 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTEI (16.1%), VTV (12.3%) and AVUV (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did Unison Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 127 added to, 13 trimmed and 3 sold out. New positions include XOM. It sold all of XOM.
When will Unison Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Unison Advisors's portfolio worth?
The Q3 2026 filing reports $1.4B 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.










