Q2 2026 13F · SEC CIK 2126814

Unify Financial Advisors

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $108.3M
Reported positions: 90
Holdings vs S&P 500, 3 yrs: —
Assets under management: $155.8M

Unify Financial Advisors is a wealth manager that reported 90 positions worth $108.3M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Ishares Tr (IVV, 9.9%), Schwab Strategic Tr (SCHZ, 8.2%), Vanguard Index Fds (VTI, 6.4%).

Unify Financial Advisors holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Unify Financial Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	9.9%	7.8%	14,291	+24.8%	$10.7M
SCHZSchwab Strategic Tr	8.2%	9.0%	384,558	+3.0%	$8.9M
VTIVanguard Index Fds	6.4%	6.4%	18,850	-2.3%	$7.0M
SCHBSchwab Strategic Tr	5.2%	5.1%	195,230	-0.3%	$5.7M
VMBSVanguard Scottsdale Fds	4.2%	4.6%	97,572	+3.4%	$4.6M
SCHFSchwab Strategic Tr	3.2%	1.9%	123,186	+70.4%	$3.4M
IVWIshares Tr	3.0%	3.4%	23,344	-19.4%	$3.2M
VXUSVanguard Star Fds	2.4%	2.3%	30,333	+4.5%	$2.6M
IEMGIshares Inc	2.1%	2.1%	27,529	-3.0%	$2.3M
EFGIshares Tr	1.9%	1.2%	16,951	+66.1%	$2.1M
DELLDell Technologies Inc	1.9%	1.0%	4,767	-14.9%	$2.1M
IVEIshares Tr	1.9%	2.6%	9,012	-25.1%	$2.0M
SPYState Str Spdr S&p 500 ETF T	1.8%	1.8%	2,626	-1.5%	$2.0M
AAPLApple Inc	1.7%	1.7%	6,263	-1.4%	$1.8M
NVDANvidia Corporation	1.6%	1.6%	8,882	-0.2%	$1.8M
MUMicron Technology Inc	1.6%	—	1,507	—	$1.7M
GOVTIshares Tr	1.5%	0.6%	71,786	+169.4%	$1.6M
AMZNAmazon Com Inc	1.5%	1.5%	6,816	-1.7%	$1.6M
GOOGLAlphabet Inc	1.4%	1.3%	4,255	-4.5%	$1.5M
JPMJpmorgan Chase & Co	1.4%	1.4%	4,643	-1.5%	$1.5M
EFVIshares Tr	1.2%	2.0%	16,698	-34.1%	$1.3M
MSFTMicrosoft Corp	1.2%	1.3%	3,419	+2.3%	$1.3M
COSTCostco Wholesale Corporation	1.1%	1.3%	1,320	+2.6%	$1.2M
PHParker-Hannifin Corp	1.1%	1.2%	1,262	-1.9%	$1.2M
BAIBlackrock ETF Trust	1.1%	1.1%	23,054	-26.1%	$1.2M
SCHXSchwab Strategic Tr	1.1%	1.1%	40,363	-2.8%	$1.2M
FLRNSpdr Series Trust	1.1%	0.7%	37,646	+63.6%	$1.2M
VIGVanguard Specialized Funds	1.0%	1.0%	4,645	+1.4%	$1.1M
SCHRSchwab Strategic Tr	0.9%	1.1%	41,471	-1.9%	$1.0M
METAMeta Platforms Inc	0.9%	1.0%	1,699	+2.7%	$957K
MTUMIshares Tr	0.9%	1.0%	2,765	-30.8%	$948K
TLHIshares Tr	0.8%	1.2%	8,997	-20.5%	$903K
SBUXStarbucks Corp	0.8%	0.9%	8,686	-10.3%	$888K
AMDAdvanced Micro Devices Inc	0.8%	—	1,510	—	$877K
IGSBIshares Tr	0.8%	0.9%	16,636	+1.9%	$872K
SPLGSpdr Series Trust	0.8%	0.6%	9,886	+29.3%	$869K
ITAIshares Tr	0.8%	0.8%	3,560	+2.9%	$863K
VTVanguard Intl Equity Index F	0.7%	0.7%	5,005	+1.2%	$786K
IAGGIshares Tr	0.7%	1.0%	15,512	-19.1%	$785K
TSMTaiwan Semiconductor Manufac	0.7%	0.6%	1,602	-0.7%	$765K
VZVerizon Communications Inc	0.7%	0.9%	17,351	-1.2%	$735K
CEGConstellation Energy Corp	0.7%	0.8%	2,883	+5.5%	$716K
UBERUber Technologies Inc	0.6%	0.7%	9,729	+10.2%	$702K
AGGIshares Tr	0.6%	0.7%	6,900	+0.0%	$683K
MUBIshares Tr	0.6%	0.6%	6,240	+10.8%	$672K
SCHDSchwab Strategic Tr	0.6%	0.7%	20,589	+0.0%	$653K
PFFIshares Tr	0.6%	0.9%	21,034	-28.6%	$641K
WMTWalmart Inc	0.6%	0.7%	5,310	-0.1%	$601K
GOOGAlphabet Inc	0.5%	—	1,635	—	$578K
SCHOSchwab Strategic Tr	0.5%	0.6%	22,974	+4.2%	$555K

What Unify Financial Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GOVT Ishares Tr+169.4% shares
SCHF Schwab Strategic Tr+70.4% shares
EFG Ishares Tr+66.1% shares
FLRN Spdr Series Trust+63.6% shares
SPLG Spdr Series Trust+29.3% shares
IVV Ishares Tr+24.8% shares
MUB Ishares Tr+10.8% shares
UBER Uber Technologies Inc+10.2% shares

Reduced

EFV Ishares Tr-34.1% shares
MTUM Ishares Tr-30.8% shares
PFF Ishares Tr-28.6% shares
BAI Blackrock ETF Trust-26.1% shares
IVE Ishares Tr-25.1% shares
TLH Ishares Tr-20.5% shares
IVW Ishares Tr-19.4% shares
IAGG Ishares Tr-19.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$108.3M	90
Q1 2026	$96.4M	89
Q4 2025	$96.0M	94

Questions about Unify Financial Advisors's portfolio

What stocks does Unify Financial Advisors own?

Unify Financial Advisors's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 90 positions worth $108.3M. The largest are Ishares Tr (IVV) at 9.9%, Schwab Strategic Tr (SCHZ) at 8.2%, Vanguard Index Fds (VTI) at 6.4%, Schwab Strategic Tr (SCHB) at 5.2% and Vanguard Scottsdale Fds (VMBS) at 4.2%.

What did Unify Financial Advisors buy last quarter?

In Q2 2026, Unify Financial Advisors added Ishares Tr (GOVT) (+169.4% shares), Schwab Strategic Tr (SCHF) (+70.4% shares) and Ishares Tr (EFG) (+66.1% shares), compared with its Q1 2026 filing.

What did Unify Financial Advisors sell last quarter?

In Q2 2026, Unify Financial Advisors cut from its top 50 Ishares Tr (QUAL), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Exxon Mobil Corp (XOM), Ishares Tr (EFV) (-34.1% shares), Ishares Tr (MTUM) (-30.8% shares) and Ishares Tr (PFF) (-28.6% shares), compared with its Q1 2026 filing.

When is Unify Financial Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Unify Financial Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Unify Financial Advisors manage?

Unify Financial Advisors reported $155.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $108.3M.