Unify Financial Advisors

Unify Financial Advisors as of Dec. 31, 2025

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