Unison Advisors
Latest statistics and disclosures from Unison Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTEI, AVUV, AVDV, VTV, QUAL, and represent 51.10% of Unison Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVDV (+$11M), VTEI, VTV, FNDE, QUAL, FNDF, BIL, ARCB, WGO, FMC.
- Started 33 new stock positions in INSW, OXM, UFPI, FLGT, CRC, GRNT, FMC, FG, MGY, SSTK.
- Reduced shares in these 10 stocks: MLI, PRDO, FHN, IMKTA, HSII, CMRE, CALM, SMP, RYI, EBF.
- Sold out of its positions in ASIX, AMR, BWA, CALM, Civitas Resources, EBF, FAF, FHN, FF, GNE.
- Unison Advisors was a net buyer of stock by $23M.
- Unison Advisors has $1.1B in assets under management (AUM), dropping by 4.42%.
- Central Index Key (CIK): 0001695818
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Portfolio Holdings for Unison Advisors
Unison Advisors holds 177 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 19.3 | $221M | 2.2M | 100.83 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 11.7 | $134M | 1.3M | 101.98 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.8 | $78M | +15% | 829k | 93.97 |
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| Vanguard Index Fds Value Etf (VTV) | 6.8 | $77M | 405k | 190.99 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.5 | $74M | 373k | 198.62 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 3.4 | $39M | 852k | 45.45 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 3.1 | $36M | +2% | 999k | 36.06 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 3.1 | $35M | +2% | 782k | 45.21 |
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| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 2.5 | $29M | 899k | 32.25 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 2.2 | $25M | 445k | 57.24 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $21M | +3% | 258k | 79.73 |
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| Capital One Financial (COF) | 1.6 | $19M | 77k | 242.36 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $17M | 119k | 143.52 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $17M | 330k | 50.29 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.2 | $14M | 153k | 90.00 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.1 | $12M | +3% | 205k | 58.73 |
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| Meta Platforms Cl A (META) | 0.9 | $10M | 16k | 660.09 |
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| Synchrony Financial (SYF) | 0.8 | $8.9M | 106k | 83.43 |
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| Advanced Micro Devices (AMD) | 0.7 | $7.5M | 35k | 214.16 |
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| Nucor Corporation (NUE) | 0.6 | $7.0M | 43k | 163.67 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $6.1M | +2% | 24k | 250.31 |
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| General Dynamics Corporation (GD) | 0.5 | $5.8M | 17k | 336.66 |
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| Garmin SHS (GRMN) | 0.5 | $5.7M | 28k | 202.85 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $5.7M | +2% | 121k | 47.08 |
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| D.R. Horton (DHI) | 0.5 | $5.6M | 39k | 144.03 |
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| General Motors Company (GM) | 0.5 | $5.6M | 68k | 81.32 |
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| Principal Financial (PFG) | 0.5 | $5.4M | 61k | 88.21 |
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| Cisco Systems (CSCO) | 0.5 | $5.2M | 68k | 77.03 |
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| Dillards Cl A (DDS) | 0.4 | $5.1M | 8.0k | 636.34 |
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| Fifth Third Ban (FITB) | 0.4 | $5.0M | 106k | 47.21 |
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| Regeneron Pharmaceuticals (REGN) | 0.4 | $4.6M | 6.0k | 771.87 |
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| Travelers Companies (TRV) | 0.4 | $4.5M | 16k | 290.06 |
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| CVS Caremark Corporation (CVS) | 0.4 | $4.4M | 56k | 79.36 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.4 | $4.3M | 63k | 68.80 |
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| Chubb (CB) | 0.4 | $4.3M | 14k | 313.09 |
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| MetLife (MET) | 0.4 | $4.2M | 54k | 78.94 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.4 | $4.2M | +5% | 87k | 47.97 |
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| Prudential Financial (PRU) | 0.4 | $4.1M | 36k | 112.88 |
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| Spdr Series Trust State Street Spd (BIL) | 0.4 | $4.0M | +26% | 44k | 91.38 |
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| Lennar Corp Cl A (LEN) | 0.3 | $3.9M | 38k | 102.80 |
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| Cigna Corp (CI) | 0.3 | $3.5M | 13k | 275.23 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.3 | $3.5M | 46k | 75.43 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $3.3M | 57k | 57.49 |
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| EOG Resources (EOG) | 0.3 | $3.2M | 31k | 105.01 |
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| Emerson Electric (EMR) | 0.3 | $2.9M | 22k | 132.72 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $2.8M | 11k | 250.88 |
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| ON Semiconductor (ON) | 0.2 | $2.8M | 52k | 54.15 |
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| Chevron Corporation (CVX) | 0.2 | $2.8M | 18k | 152.41 |
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| Verizon Communications (VZ) | 0.2 | $2.7M | 67k | 40.73 |
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| Franklin Resources (BEN) | 0.2 | $2.7M | 112k | 24.22 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | 22k | 120.34 |
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| Hp (HPQ) | 0.2 | $2.6M | 117k | 22.58 |
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| Humana (HUM) | 0.2 | $2.6M | 10k | 257.01 |
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| Anthem (ELV) | 0.2 | $2.6M | 7.4k | 350.55 |
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| Valero Energy Corporation (VLO) | 0.2 | $2.6M | 16k | 162.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.5M | 28k | 88.49 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $2.5M | 30k | 83.00 |
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| Kraft Heinz (KHC) | 0.2 | $2.5M | 103k | 24.25 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | 23k | 106.70 |
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| Echostar Corp Cl A (SATS) | 0.2 | $2.5M | 23k | 108.70 |
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| NVR (NVR) | 0.2 | $2.4M | 335.00 | 7292.77 |
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| Diamondback Energy (FANG) | 0.2 | $2.4M | 16k | 150.33 |
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| Pfizer (PFE) | 0.2 | $2.4M | 95k | 24.90 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $2.3M | +2% | 61k | 37.40 |
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| Buckle (BKE) | 0.2 | $2.2M | 42k | 53.42 |
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| Steel Dynamics (STLD) | 0.2 | $2.1M | 12k | 169.95 |
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| Best Buy (BBY) | 0.2 | $2.1M | 30k | 67.88 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.9M | +3% | 45k | 43.30 |
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| T. Rowe Price (TROW) | 0.2 | $1.8M | 18k | 102.38 |
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| Albemarle Corporation (ALB) | 0.2 | $1.8M | 13k | 141.84 |
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| Dow (DOW) | 0.2 | $1.7M | 74k | 23.38 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.7M | 71k | 23.69 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | 18k | 93.61 |
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| Align Technology (ALGN) | 0.1 | $1.7M | 11k | 156.15 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.6M | +2% | 17k | 96.28 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.6M | 27k | 58.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 4.1k | 335.26 |
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| Warrior Met Coal (HCC) | 0.1 | $1.3M | 15k | 88.17 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $1.3M | 18k | 74.03 |
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| Universal Insurance Holdings (UVE) | 0.1 | $1.3M | 39k | 33.80 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $1.3M | +3% | 67k | 18.91 |
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| Ofg Ban (OFG) | 0.1 | $1.3M | 31k | 41.28 |
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| Core Natural Resources Com Shs (CNR) | 0.1 | $1.2M | 14k | 88.51 |
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| Pulte (PHM) | 0.1 | $1.2M | 11k | 117.52 |
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| Popular Com New (BPOP) | 0.1 | $1.2M | 9.9k | 125.27 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.2M | 26k | 45.84 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.2M | -4% | 8.3k | 141.06 |
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| Intel Corporation (INTC) | 0.1 | $1.2M | 31k | 36.90 |
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| Skyworks Solutions (SWKS) | 0.1 | $1.2M | 18k | 63.41 |
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| Hf Sinclair Corp (DINO) | 0.1 | $1.1M | 23k | 46.08 |
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| Metropolitan Bank Holding Corp (MCB) | 0.1 | $1.0M | 14k | 76.36 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.0M | +2% | 21k | 49.46 |
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| MGIC Investment (MTG) | 0.1 | $1.0M | 35k | 29.22 |
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| Preferred Bk Los Angeles Ca Com New (PFBC) | 0.1 | $1.0M | 11k | 94.43 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $982k | -9% | 13k | 78.81 |
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| East West Ban (EWBC) | 0.1 | $967k | 8.6k | 112.39 |
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| QCR Holdings (QCRH) | 0.1 | $963k | 12k | 83.36 |
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| Commercial Metals Company (CMC) | 0.1 | $962k | 14k | 69.22 |
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| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $928k | 23k | 40.79 |
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| Stewart Information Services Corporation (STC) | 0.1 | $909k | 13k | 70.26 |
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| Biogen Idec (BIIB) | 0.1 | $894k | 5.1k | 175.99 |
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| M/I Homes (MHO) | 0.1 | $885k | 6.9k | 127.95 |
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| Hanmi Finl Corp Com New (HAFC) | 0.1 | $872k | 32k | 27.03 |
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| Cleveland-cliffs (CLF) | 0.1 | $819k | 62k | 13.28 |
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| AGCO Corporation (AGCO) | 0.1 | $813k | 7.8k | 104.32 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $809k | 311k | 2.60 |
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| Cathay General Ban (CATY) | 0.1 | $793k | 16k | 48.39 |
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| Arcbest (ARCB) | 0.1 | $780k | NEW | 11k | 74.19 |
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| Winnebago Industries (WGO) | 0.1 | $778k | NEW | 19k | 40.52 |
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| CNB Financial Corporation (CCNE) | 0.1 | $776k | 30k | 26.17 |
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| Fmc Corp Com New (FMC) | 0.1 | $767k | NEW | 55k | 13.95 |
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| Essent (ESNT) | 0.1 | $756k | 12k | 65.01 |
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| Schneider National CL B (SNDR) | 0.1 | $748k | 28k | 26.62 |
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| Olin Corp Com Par $1 (OLN) | 0.1 | $745k | NEW | 36k | 20.83 |
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| Academy Sports & Outdoor (ASO) | 0.1 | $743k | NEW | 15k | 50.09 |
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| Robert Half International (RHI) | 0.1 | $740k | NEW | 27k | 27.16 |
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| Peabody Energy (BTU) | 0.1 | $735k | NEW | 25k | 29.70 |
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| Sylvamo Corp Common Stock (SLVM) | 0.1 | $735k | NEW | 15k | 48.15 |
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| Ufp Industries (UFPI) | 0.1 | $733k | NEW | 8.1k | 91.05 |
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| Ethan Allen Interiors (ETD) | 0.1 | $733k | 32k | 22.84 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.1 | $732k | 76k | 9.64 |
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| Shutterstock (SSTK) | 0.1 | $730k | NEW | 38k | 19.10 |
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| Ferroglobe SHS (GSM) | 0.1 | $725k | NEW | 156k | 4.64 |
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| Timkensteel (MTUS) | 0.1 | $724k | NEW | 42k | 17.16 |
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| Arrow Electronics (ARW) | 0.1 | $723k | NEW | 6.6k | 110.18 |
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| Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $719k | NEW | 30k | 24.30 |
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| Costamare SHS (CMRE) | 0.1 | $718k | -58% | 46k | 15.79 |
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| Atkore Intl (ATKR) | 0.1 | $715k | NEW | 11k | 63.25 |
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| Dorian Lpg Shs Usd (LPG) | 0.1 | $711k | NEW | 29k | 24.34 |
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| Teekay Tankers Cl A (TNK) | 0.1 | $709k | 13k | 53.42 |
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| Genco Shipping & Trading SHS (GNK) | 0.1 | $706k | NEW | 38k | 18.43 |
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| Meritage Homes Corporation (MTH) | 0.1 | $705k | 11k | 65.80 |
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| Signet Jewelers SHS (SIG) | 0.1 | $704k | NEW | 8.5k | 82.88 |
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| F&g Annuities & Life Common Stock (FG) | 0.1 | $702k | NEW | 23k | 30.85 |
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| Bank Ozk (OZK) | 0.1 | $701k | 15k | 46.02 |
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| Chord Energy Corporation Com New (CHRD) | 0.1 | $701k | NEW | 7.6k | 92.70 |
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| CF Industries Holdings (CF) | 0.1 | $694k | 9.0k | 77.34 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $690k | NEW | 49k | 14.03 |
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| International Seaways (INSW) | 0.1 | $687k | NEW | 14k | 48.55 |
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| RPC (RES) | 0.1 | $687k | NEW | 126k | 5.44 |
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| California Res Corp Com Stock (CRC) | 0.1 | $684k | NEW | 15k | 44.71 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $683k | NEW | 31k | 21.89 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $683k | 13k | 54.59 |
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| SM Energy (SM) | 0.1 | $682k | NEW | 36k | 18.90 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $680k | 8.4k | 80.76 |
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| Mosaic (MOS) | 0.1 | $680k | 28k | 24.09 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $680k | 2.4k | 281.16 |
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| Encana Corporation (OVV) | 0.1 | $677k | NEW | 17k | 39.19 |
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| Apple (AAPL) | 0.1 | $670k | 2.5k | 271.88 |
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| Scorpio Tankers SHS (STNG) | 0.1 | $664k | NEW | 13k | 50.83 |
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| Rbb Bancorp (RBB) | 0.1 | $655k | 32k | 20.64 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $652k | 11k | 58.87 |
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| Tegna (TGNA) | 0.1 | $651k | 33k | 19.54 |
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| Millrose Pptys Com Cl A (MRP) | 0.1 | $646k | +2% | 22k | 29.87 |
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| Granite Ridge Resources (GRNT) | 0.1 | $644k | NEW | 137k | 4.70 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $636k | 24k | 26.32 |
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| Oxford Industries (OXM) | 0.1 | $628k | NEW | 18k | 34.20 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $610k | -4% | 18k | 33.74 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $600k | 12k | 49.90 |
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| Matador Resources (MTDR) | 0.1 | $596k | 14k | 42.44 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $594k | NEW | 28k | 21.23 |
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| Thor Industries (THO) | 0.1 | $585k | 5.7k | 102.67 |
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| Everest Re Group (EG) | 0.1 | $577k | 1.7k | 339.35 |
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| Insteel Industries (IIIN) | 0.1 | $576k | 18k | 31.67 |
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| Boise Cascade (BCC) | 0.0 | $553k | 7.5k | 73.60 |
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| Diodes Incorporated (DIOD) | 0.0 | $542k | 11k | 49.34 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $539k | NEW | 2.9k | 185.56 |
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| Tri Pointe Homes (TPH) | 0.0 | $515k | 16k | 31.47 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $506k | 13k | 38.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $444k | 5.9k | 75.44 |
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| Columbia Banking System (COLB) | 0.0 | $395k | 14k | 27.95 |
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| Westlake Chemical Corporation (WLK) | 0.0 | $386k | 5.2k | 73.94 |
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| USANA Health Sciences (USNA) | 0.0 | $353k | 18k | 19.63 |
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| Sturm, Ruger & Company (RGR) | 0.0 | $340k | 10k | 32.65 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $334k | 11k | 31.67 |
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| Malibu Boats Com Cl A (MBUU) | 0.0 | $247k | 8.7k | 28.21 |
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| Fulgent Genetics (FLGT) | 0.0 | $230k | NEW | 8.8k | 26.27 |
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Past Filings by Unison Advisors
SEC 13F filings are viewable for Unison Advisors going back to 2017
- Unison Advisors 2025 Q4 filed Jan. 21, 2026
- Unison Advisors 2025 Q3 filed Nov. 5, 2025
- Unison Advisors 2025 Q2 filed July 29, 2025
- Unison Advisors 2025 Q1 filed May 6, 2025
- Unison Advisors 2024 Q4 filed Feb. 12, 2025
- Unison Advisors 2024 Q3 filed Oct. 9, 2024
- Unison Advisors 2024 Q2 filed July 12, 2024
- Unison Advisors 2024 Q1 filed April 12, 2024
- Unison Advisors 2023 Q4 filed Jan. 19, 2024
- Unison Advisors 2023 Q3 filed Oct. 5, 2023
- Unison Advisors 2023 Q2 filed July 28, 2023
- Unison Advisors 2023 Q1 filed April 14, 2023
- Unison Advisors 2022 Q4 filed Jan. 24, 2023
- Unison Advisors 2022 Q3 filed Oct. 14, 2022
- Unison Advisors 2022 Q2 filed July 13, 2022
- Unison Advisors 2022 Q1 filed April 13, 2022