Unify Financial Advisors

Est. AUM

$96.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US AGGREGATE B	$8.7M	373195	8.99%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$7.5M	11449	7.76%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$6.2M	19286	6.42%	SOLE
4	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.9M	195740	5.10%	SOLE
5	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.4M	94345	4.60%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$3.3M	28964	3.40%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$2.5M	12038	2.64%	SOLE
8	VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	29013	2.32%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$2.0M	28369	2.05%	SOLE
10	ISHARES TR	EAFE VALUE ETF	$1.9M	25354	1.96%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.8M	72276	1.86%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2666	1.80%	SOLE
13	APPLE INC	COM	$1.6M	6349	1.67%	SOLE
14	NVIDIA CORPORATION	COM	$1.6M	8904	1.61%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$1.5M	7676	1.53%	SOLE
16	AMAZON COM INC	COM	$1.4M	6935	1.50%	SOLE
17	JPMORGAN CHASE & CO	COM	$1.4M	4712	1.44%	SOLE
18	ALPHABET INC	CAP STK CL A	$1.3M	4457	1.33%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1287	1.33%	SOLE
20	MICROSOFT CORP	COM	$1.2M	3342	1.28%	SOLE
21	PARKER-HANNIFIN CORP	COM	$1.2M	1287	1.20%	SOLE
22	ISHARES TR	10-20 YR TRS ETF	$1.1M	11320	1.18%	SOLE
23	ISHARES TR	EAFE GRWTH ETF	$1.1M	10204	1.18%	SOLE
24	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	41547	1.10%	SOLE
25	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.1M	42269	1.09%	SOLE
26	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.0M	31197	1.07%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$985K	4580	1.02%	SOLE
28	ISHARES TR	CORE INTL AGGR	$959K	19165	0.99%	SOLE
29	ISHARES TR	MSCI USA MMENTM	$959K	3995	0.99%	SOLE
30	META PLATFORMS INC	CL A	$946K	1654	0.98%	SOLE
31	DELL TECHNOLOGIES INC	CL C	$919K	5600	0.95%	SOLE
32	ISHARES TR	PFD AND INCM SEC	$893K	29452	0.93%	SOLE
33	VERIZON COMMUNICATIONS INC	COM	$881K	17557	0.91%	SOLE
34	STARBUCKS CORP	COM	$868K	9683	0.90%	SOLE
35	ISHARES TR	ISHS 1-5YR INVS	$858K	16325	0.89%	SOLE
36	NEXTERA ENERGY INC	COM	$822K	8854	0.85%	SOLE
37	CONSTELLATION ENERGY CORP	COM	$763K	2732	0.79%	SOLE
38	ISHARES TR	US AER DEF ETF	$757K	3459	0.79%	SOLE
39	EXXON MOBIL CORP	COM	$715K	4213	0.74%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$708K	23006	0.73%	SOLE
41	ISHARES TR	CORE US AGGBD ET	$685K	6900	0.71%	SOLE
42	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$684K	4945	0.71%	SOLE
43	WALMART INC	COM	$660K	5314	0.68%	SOLE
44	UBER TECHNOLOGIES INC	COM	$635K	8832	0.66%	SOLE
45	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$632K	20589	0.66%	SOLE
46	ISHARES TR	US TREAS BD ETF	$611K	26651	0.63%	SOLE
47	ISHARES TR	NATIONAL MUN ETF	$598K	5630	0.62%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$585K	7644	0.61%	SOLE
49	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$545K	1613	0.57%	SOLE
50	SCHWAB STRATEGIC TR	SHT TM US TRES	$535K	22044	0.56%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.