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Unify Financial Advisors

Latest statistics and disclosures from Unify Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002126814

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Positions held by Unify Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Unify Financial Advisors

Unify Financial Advisors holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ)	8.7	$8.4M	359k	23.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$6.7M	9.7k	684.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.6	$6.4M	19k	335.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.4	$5.2M	197k	26.23	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.8	$3.7M	78k	47.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.5	$3.3M	27k	123.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$2.5M	13k	198.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$2.1M	28k	75.44	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$2.1M	29k	71.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$2.0M	9.3k	212.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$1.8M	2.7k	681.92	View chart
Apple (AAPL)	1.8	$1.7M	6.3k	271.87	View chart
Ishares Tr S&p 100 Etf (OEF)	1.8	$1.7M	5.0k	342.97	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$1.7M	25k	67.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.8	$1.7M	70k	24.04	View chart
NVIDIA Corporation (NVDA)	1.7	$1.6M	8.8k	186.50	View chart
JPMorgan Chase & Co. (JPM)	1.6	$1.5M	4.7k	322.22	View chart
Amazon (AMZN)	1.6	$1.5M	6.5k	230.82	View chart
Microsoft Corporation (MSFT)	1.6	$1.5M	3.1k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.3M	4.3k	313.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.4	$1.3M	13k	101.67	View chart
Parker-Hannifin Corporation (PH)	1.2	$1.2M	1.3k	878.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$1.1M	43k	26.91	View chart
Costco Wholesale Corporation (COST)	1.2	$1.1M	1.3k	862.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.1	$1.1M	43k	25.08	View chart
Meta Platforms Cl A (META)	1.1	$1.0M	1.5k	660.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.0M	4.6k	219.78	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$925k	28k	33.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$855k	16k	52.88	View chart
Starbucks Corporation (SBUX)	0.8	$801k	9.5k	84.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$800k	16k	50.01	View chart
Constellation Energy (CEG)	0.8	$786k	2.2k	353.27	View chart
Nextera Energy (NEE)	0.8	$739k	9.2k	80.28	View chart
Dell Technologies CL C (DELL)	0.8	$728k	5.8k	125.88	View chart
Verizon Communications (VZ)	0.8	$723k	18k	40.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$689k	6.9k	99.88	View chart
salesforce (CRM)	0.7	$689k	2.6k	264.91	View chart
Spdr Series Trust State Street Spd (FLRN)	0.7	$654k	21k	30.73	View chart
Uber Technologies (UBER)	0.7	$653k	8.0k	81.71	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$605k	4.3k	141.06	View chart
Wal-Mart Stores (WMT)	0.6	$603k	5.4k	111.41	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$585k	3.6k	160.97	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$582k	5.4k	107.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$581k	2.3k	250.31	View chart
Exxon Mobil Corporation (XOM)	0.6	$574k	4.8k	120.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$559k	20k	27.43	View chart
Charles Schwab Corporation (SCHW)	0.6	$551k	5.5k	99.91	View chart
Intuit (INTU)	0.6	$536k	809.00	662.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$534k	17k	30.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$527k	1.7k	313.80	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$523k	22k	24.37	View chart
Delta Air Lines Inc Del Com New (DAL)	0.5	$503k	7.3k	69.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$500k	2.3k	214.69	View chart
Albemarle Corporation (ALB)	0.5	$496k	3.5k	141.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$480k	1.6k	303.89	View chart
Anthem (ELV)	0.5	$479k	1.4k	350.55	View chart
Visa Com Cl A (V)	0.5	$471k	1.3k	350.71	View chart
Medtronic SHS (MDT)	0.5	$456k	4.7k	96.06	View chart
Micron Technology (MU)	0.5	$441k	1.5k	285.41	View chart
Johnson & Johnson (JNJ)	0.5	$439k	2.1k	206.91	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.5	$438k	17k	25.76	View chart
Pepsi (PEP)	0.4	$421k	2.9k	143.52	View chart
Amrize SHS (AMRZ)	0.4	$415k	7.7k	54.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$402k	4.2k	96.28	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$396k	4.9k	80.22	View chart
Royalty Pharma Shs Class A (RPRX)	0.4	$395k	10k	38.64	View chart
Celsius Hldgs Com New (CELH)	0.4	$349k	7.6k	45.74	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$341k	2.8k	119.75	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$335k	14k	23.19	View chart
Advanced Micro Devices (AMD)	0.3	$327k	1.5k	214.16	View chart
American Tower Reit (AMT)	0.3	$319k	1.8k	175.57	View chart
McDonald's Corporation (MCD)	0.3	$305k	999.00	305.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$297k	3.7k	81.17	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.3	$286k	4.8k	59.39	View chart
Tri-Continental Corporation (TY)	0.3	$271k	8.3k	32.66	View chart
Amgen (AMGN)	0.3	$266k	814.00	327.31	View chart
Tesla Motors (TSLA)	0.3	$260k	577.00	449.72	View chart
Marathon Petroleum Corp (MPC)	0.3	$257k	1.6k	162.63	View chart
Home Depot (HD)	0.3	$252k	731.00	344.10	View chart
Chipotle Mexican Grill (CMG)	0.3	$248k	6.7k	37.00	View chart
Chevron Corporation (CVX)	0.3	$244k	1.6k	152.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$241k	1.3k	191.56	View chart
Eli Lilly & Co. (LLY)	0.2	$229k	213.00	1074.68	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$229k	3.1k	72.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$229k	2.0k	113.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$215k	7.6k	28.48	View chart
Procter & Gamble Company (PG)	0.2	$215k	1.5k	143.30	View chart
General Dynamics Corporation (GD)	0.2	$213k	632.00	336.66	View chart
AFLAC Incorporated (AFL)	0.2	$209k	1.9k	110.27	View chart
Trane Technologies SHS (TT)	0.2	$206k	530.00	389.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$206k	2.0k	104.07	View chart
International Business Machines (IBM)	0.2	$204k	689.00	296.21	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$203k	3.0k	68.36	View chart
Broadcom (AVGO)	0.2	$201k	582.00	346.10	View chart

Past Filings by Unify Financial Advisors

SEC 13F filings are viewable for Unify Financial Advisors going back to 2025

Unify Financial Advisors 2025 Q4 filed April 8, 2026

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