2UniFi Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), 2UniFi Bank reported 447 stock positions worth $199.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 6.5% of the portfolio, followed by Nvidia (NVDA, 4.4%) and iShares MSCI Eafe ETF (EFA, 4.3%). Compared with Q2 2025, it opened 22 new positions, sold out of 24, added to 129 and reduced 67. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, WY
- CIK
- 0002040900
- Portfolio Value
- $199.7M (Q3 2025)
- SEC Filing
- 0001104659-25-104935 ↗ filed Oct 31, 2025
Holdings Value
Holdings 447 stocks · $199.7M
| IWF iShares Russell 1000 Growth | 6.49% | 27,695 | $13.0M | Add +8.3% |
| NVDA Nvidia Corp. | 4.37% | 46,756 | $8.7M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 4.29% | 91,726 | $8.6M | Reduce -2.3% |
| AAPL Apple Inc. | 4.15% | 32,569 | $8.3M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 3.83% | 117,327 | $7.7M | Add +7.2% |
| MSFT Microsoft Corp. | 3.45% | 13,313 | $6.9M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 2.53% | 7,552 | $5.1M | Reduce -1.3% |
| IEMG iShares Core MSCI Emerging | 2.44% | 73,982 | $4.9M | Add +10.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.24% | 23,960 | $4.5M | Add +19.6% |
| GOOGL Alphabet Inc. Class A | 2.06% | 16,955 | $4.1M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 1.98% | 19,468 | $4.0M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.91% | 17,391 | $3.8M | Reduce -0.6% |
| IAU iShares Gold Trust | 1.91% | 52,313 | $3.8M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.67% | 10,587 | $3.3M | Add +5.0% |
| IVW iShares S&P 500 Growth ETF | 1.58% | 26,063 | $3.1M | Add +2.7% |
| LLY Eli Lilly & Co. | 1.42% | 3,709 | $2.8M | Add +48.6% |
| BLK BlackRock Inc. | 1.35% | 2,306 | $2.7M | Add +4.8% |
| V Visa Inc. Class A | 1.24% | 7,245 | $2.5M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 1.04% | 2,827 | $2.1M | Add +2.8% |
| JNJ Johnson & Johnson | 1.02% | 10,945 | $2.0M | Add +9.9% |
| CVX Chevron Corp. | 1.00% | 12,832 | $2.0M | Add +5.5% |
| PG The Procter & Gamble Co. | 0.99% | 12,812 | $2.0M | Add +5.7% |
| CDNS Cadence Design SYS Inc. | 0.92% | 5,206 | $1.8M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.91% | 6,466 | $1.8M | Add +17.6% |
| IJR iShares Core S&P Small-Cap E | 0.91% | 15,288 | $1.8M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 20,632 | $1.8M | Add +9.8% |
| HD Home Depot Inc. | 0.85% | 4,180 | $1.7M | Add +17.5% |
| ABBV Abbvie Inc. | 0.83% | 7,169 | $1.7M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 6,306 | $1.6M | Add +11.0% |
| WMT Walmart Inc. | 0.78% | 15,045 | $1.6M | Add +0.3% |
| AVGO Broadcom Inc. | 0.77% | 4,653 | $1.5M | Add +59.2% |
| MCD McDonald's Corp. | 0.70% | 4,628 | $1.4M | Add +18.7% |
| PEP Pepsico Inc. | 0.62% | 8,771 | $1.2M | Reduce -13.1% |
| BIV Vanguard Intermediate-Term B | 0.60% | 15,309 | $1.2M | Add +34.4% |
| SDY SS SPDR S&P Dividend ETF | 0.60% | 8,523 | $1.2M | Add +0.8% |
| CMI Cummins Inc. | 0.60% | 2,821 | $1.2M | Add +2.0% |
| GD General Dynamics Corp. | 0.58% | 3,417 | $1.2M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 0.57% | 5,619 | $1.1M | Add +28.9% |
| TSLA Tesla Inc. | 0.56% | 2,497 | $1.1M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,656 | $1.1M | No change |
| MS Morgan Stanley | 0.55% | 6,898 | $1.1M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.54% | 14,393 | $1.1M | Add +38.4% |
| CAT Caterpillar Inc. | 0.53% | 2,218 | $1.1M | Add +9.6% |
| WM Waste Management Inc. | 0.53% | 4,763 | $1.1M | Add +9.0% |
| ICE Intercontinental Exchange Inc. | 0.52% | 6,135 | $1.0M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.51% | 4,207 | $1.0M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.51% | 4,177 | $1.0M | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 0.51% | 1,360 | $1.0M | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 19,358 | $999K | Add +1.6% |
| HON Honeywell International Inc. | 0.49% | 4,689 | $987K | Add +11.4% |
| EMR Emerson Electric Co. | 0.49% | 7,463 | $979K | Add +17.6% |
| LMT Lockheed Martin Corp. | 0.48% | 1,911 | $954K | Add +7.9% |
| SHOP Shopify Inc. Class A | 0.47% | 6,360 | $945K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,860 | $935K | Add +56.0% |
| NEE Nextera Energy Inc. | 0.45% | 11,885 | $897K | Add +1.1% |
| RTX RTX Corp. | 0.45% | 5,315 | $889K | Add +14.6% |
| ABT Abbott Laboratories | 0.44% | 6,600 | $884K | Add +120.4% |
| MAR Marriott International Class A | 0.44% | 3,347 | $872K | Add +8.5% |
| MRK Merck & Co. Inc. | 0.43% | 10,154 | $852K | Add +7.9% |
| UBER Uber Technologies Inc. | 0.41% | 8,416 | $825K | Reduce -2.1% |
| EOG EOG Resources Inc. | 0.41% | 7,327 | $822K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,907 | $820K | Add +500.6% |
| PAYX Paychex Inc. | 0.41% | 6,437 | $816K | Add +11.7% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 13,493 | $809K | Add +35.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 1,651 | $792K | No change |
| GS Goldman Sachs Group Inc. | 0.38% | 963 | $767K | Add +15.5% |
| SYK Stryker Corp. | 0.38% | 2,070 | $765K | Add +2.8% |
| SO The Southern Co. | 0.38% | 8,011 | $759K | Add +12.8% |
| PSA Public Storage | 0.38% | 2,627 | $759K | Reduce -8.2% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 3,440 | $742K | No change |
| CSCO Cisco Systems Inc. | 0.36% | 10,425 | $713K | Add +16.4% |
| DE Deere & Co. | 0.34% | 1,494 | $683K | Add +1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 12,132 | $657K | Add +48.5% |
| ACWI iShares MSCI Acwi ETF | 0.33% | 4,725 | $653K | Reduce -2.3% |
| ZTS Zoetis Inc. | 0.32% | 4,415 | $646K | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 5,537 | $634K | Add +31.4% |
| MCHP Microchip Technology Inc. | 0.32% | 9,836 | $632K | Add +11.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,022 | $614K | Add +0.3% |
| GPC Genuine Parts Co. | 0.30% | 4,390 | $608K | Add +12.3% |
| COST Costco Wholesale Corp. | 0.30% | 653 | $604K | Reduce -1.5% |
| AEP American Electric Power | 0.30% | 5,285 | $595K | Add +11.6% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 1,219 | $591K | Add +32.8% |
| DUK Duke Energy Corp. | 0.29% | 4,737 | $586K | Add +12.5% |
| PNC PNC Financial Services Group | 0.28% | 2,820 | $567K | Add +0.7% |
| AXP American Express Co. | 0.27% | 1,621 | $538K | Add +75.0% |
| ENB Enbridge Inc. | 0.27% | 10,638 | $537K | Add +9.7% |
| NBHC National Bank Hold Class A | 0.25% | 13,175 | $509K | No change |
| CRM Salesforce Inc. | 0.25% | 2,117 | $502K | Add +245.9% |
| CME Cme Group Inc. | 0.24% | 1,749 | $473K | Add +14.2% |
| COIN Coinbase Global Inc. Class A | 0.23% | 1,345 | $454K | No change |
| MRVL Marvell Technology Inc. | 0.23% | 5,385 | $453K | Add +18.9% |
| URI United Rentals Inc. | 0.23% | 474 | $453K | Add +323.2% |
| MDT Medtronic PLC | 0.22% | 4,511 | $430K | Add +17.5% |
| MO Altria Group Inc. | 0.21% | 6,466 | $427K | Add +7.1% |
| PRU Prudential Financial Inc. | 0.21% | 4,112 | $427K | Add +16.2% |
| VZ Verizon Communications Inc. | 0.21% | 9,687 | $426K | Add +15.1% |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 5,292 | $418K | Add +32.2% |
| QCOM Qualcomm Inc. | 0.21% | 2,499 | $416K | Add +6.7% |
| DVY iShares Select Dividend ETF | 0.21% | 2,925 | $416K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,408 | $414K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| EFA iShares MSCI Eafe ETF | Reduce -2.3% | 4.29% | −0.48 |
| ADBE Adobe Inc. | Reduce -90.8% | 0.04% | −0.47 |
| ACN Accenture PLC Class A | Reduce -76.2% | 0.09% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -82.9% | 0.09% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 1.91% | −0.27 |
| V Visa Inc. Class A | Reduce -2.6% | 1.24% | −0.26 |
| AMAT Applied Materials Inc. | Reduce -53.6% | 0.20% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 2.53% | −0.17 |
| PEP Pepsico Inc. | Reduce -13.1% | 0.62% | −0.14 |
| XLE SS Energy Select Sector | Reduce -49.7% | 0.11% | −0.13 |
| ICE Intercontinental Exchange Inc. | Reduce -0.1% | 0.52% | −0.12 |
| PSA Public Storage | Reduce -8.2% | 0.38% | −0.10 |
| UPS United Parcel Service Class B | Reduce -41.4% | 0.07% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.30% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -13.6% | 0.13% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -2.1% | 0.41% | −0.04 |
| J Jacobs Solutions Inc. | Reduce -62.6% | 0.03% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.7% | 0.13% | −0.04 |
| GE General Electric | Reduce -23.4% | 0.12% | −0.03 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -25.2% | 0.06% | −0.03 |
| CVS CVS Health Corp. | Reduce -29.1% | 0.06% | −0.03 |
| ONB Old National Bancorp | Reduce -73.2% | 0.01% | −0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce -2.3% | 0.33% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.1% | 0.15% | −0.02 |
| NFLX Netflix Inc. | Reduce -9.3% | 0.06% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -7.0% | 0.16% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.0% | 0.14% | −0.02 |
| SPOT Spotify Technology SA | Reduce -54.5% | 0.01% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -1.6% | 0.13% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -55.2% | 0.01% | −0.02 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -4.0% | 0.09% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.7% | 0.16% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Reduce -24.5% | 0.03% | −0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -12.4% | 0.04% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -12.4% | 0.04% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -12.4% | 0.04% | −0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -12.4% | 0.04% | −0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -12.4% | 0.04% | −0.01 |
| DOW Dow Inc. | Reduce -7.9% | 0.03% | −0.01 |
| IT Gartner Inc. | Sold out | 0.00% | −0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -16.3% | 0.03% | −0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -16.3% | 0.03% | −0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -16.3% | 0.03% | −0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -16.3% | 0.03% | −0.01 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -16.3% | 0.03% | −0.01 |
| MCO Moody's Corp. | Reduce -2.0% | 0.05% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.0% | 4.15% | +0.39 |
| IBM Intl Business Machines Corp. | Add +500.6% | 0.41% | +0.33 |
| IWF iShares Russell 1000 Growth | Add +8.3% | 6.49% | +0.33 |
| LLY Eli Lilly & Co. | Add +48.6% | 1.42% | +0.31 |
| AVGO Broadcom Inc. | Add +59.2% | 0.77% | +0.31 |
| ORCL Oracle Corp. | Add +17.6% | 0.91% | +0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.6% | 2.24% | +0.23 |
| ABT Abbott Laboratories | Add +120.4% | 0.44% | +0.21 |
| URI United Rentals Inc. | Add +323.2% | 0.23% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +10.4% | 2.44% | +0.16 |
| CRM Salesforce Inc. | Add +245.9% | 0.25% | +0.16 |
| JNJ Johnson & Johnson | Add +9.9% | 1.02% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +56.0% | 0.47% | +0.14 |
| TMUS T-Mobile US Inc. | New | 0.13% | +0.13 |
| TSPA T Rowe Price US Eqy Research | New | 0.13% | +0.13 |
| ABBV Abbvie Inc. | Add +5.9% | 0.83% | +0.12 |
| TSLA Tesla Inc. | Add +1.0% | 0.56% | +0.11 |
| HD Home Depot Inc. | Add +17.5% | 0.85% | +0.11 |
| AXP American Express Co. | Add +75.0% | 0.27% | +0.10 |
| BND Vanguard Total Bond Market | Add +38.4% | 0.54% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +48.5% | 0.33% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +34.4% | 0.60% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +32.8% | 0.30% | +0.08 |
| CAT Caterpillar Inc. | Add +9.6% | 0.53% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +35.6% | 0.40% | +0.08 |
| CMI Cummins Inc. | Add +2.0% | 0.60% | +0.08 |
| BNY Bank of New York Mellon Corp. | Add +1603.5% | 0.08% | +0.07 |
| SPGI S&P Global Inc. | Add +295.4% | 0.11% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +194.7% | 0.12% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +28.9% | 0.57% | +0.07 |
| RTX RTX Corp. | Add +14.6% | 0.45% | +0.06 |
| MCD McDonald's Corp. | Add +18.7% | 0.70% | +0.06 |
| ADP Automatic Data Processing | Add +69.7% | 0.18% | +0.05 |
| HSY The Hershey Co. | Add +396.4% | 0.07% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +15.5% | 0.38% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.0% | 0.80% | +0.04 |
| GPC Genuine Parts Co. | Add +12.3% | 0.30% | +0.04 |
| BLK BlackRock Inc. | Add +4.8% | 1.35% | +0.03 |
| INTC Intel Corp. | Add +368.4% | 0.04% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +32.2% | 0.21% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +4180.0% | 0.03% | +0.03 |
| MRVL Marvell Technology Inc. | Add +18.9% | 0.23% | +0.03 |
| CSGP Costar Group Inc. | New | 0.03% | +0.03 |
| BDX Becton Dickinson and Co. | Add +144.7% | 0.05% | +0.03 |
| MDT Medtronic PLC | Add +17.5% | 0.22% | +0.03 |
| GD General Dynamics Corp. | Add +1.2% | 0.58% | +0.02 |
| AZO AutoZone Inc. | Add +122.2% | 0.04% | +0.02 |
| DIS The Walt Disney Co. | Add +31.4% | 0.32% | +0.02 |
| XOM Exxon Mobil Corp. | Add +43.6% | 0.08% | +0.02 |
| KO The Coca-Cola Co. | Add +58.1% | 0.09% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 519 | $206.5M | IWF, EFA, IJH, AAPL, NVDA |
| Q4 2025 | 521 | $210.7M | IWF, AAPL, EFA, IJH, NVDA |
| Q3 2025 | 447 | $199.7M | IWF, NVDA, EFA, AAPL, IJH |
| Q2 2025 | 449 | $176.1M | IWF, EFA, NVDA, IJH, AAPL |
| Q1 2025 | 450 | $154.7M | IWF, EFA, AAPL, IJH, NVDA |
| Q4 2024 | 516 | $150.2M | AAPL, IWF, EFA, IJH, NVDA |