DOSSIER · 13F-HR · Q2 2026

Unify Financial Advisors

$108M in tracked AUM across 90 positions as of Q2 2026.

UF
CIK 0002126814 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
90
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Unify Financial Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$11M14K9.9%
02
SCHZ
SCHWAB STRATEGIC TR
$9M385K8.2%
03
VTI
VANGUARD INDEX FDS
$7M19K6.4%
04
SCHB
SCHWAB STRATEGIC TR
$6M195K5.2%
05
VMBS
VANGUARD SCOTTSDALE FDS
$5M98K4.2%
06
SCHF
SCHWAB STRATEGIC TR
$3M123K3.2%
07
IVW
ISHARES TR
$3M23K3.0%
08
VXUS
VANGUARD STAR FDS
$3M30K2.4%
09
IEMG
ISHARES INC
$2M28K2.1%
10
EFG
ISHARES TR
$2M17K1.9%

Filing history

2026Q2Jun 30
$108M 12.4%
90 positionsView →
2026Q1Mar 31
$96M 0.4%
89 positionsView →
2025Q4Dec 31
$96M
94 positionsView →