Unify Financial Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Unify Financial Advisors reported 90 stock positions worth $108.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.9% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 8.2%) and VG Morningstar TS MKT ETF-US (VTI, 6.4%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 32 and reduced 39. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +25%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0002126814
- Portfolio Value
- $108.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001261 ↗ filed Jul 21, 2026
Holdings Value
Holdings 90 stocks · $108.3M
| IVV iShares Core S&P 500 ETF | 9.88% | 14,291 | $10.7M | Add +24.8% |
| SCHZ Schwab US Aggregate Bond ETF | 8.21% | 384,558 | $8.9M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 6.44% | 18,850 | $7.0M | Reduce -2.3% |
| SCHB Schwab US Broad Market ETF | 5.22% | 195,230 | $5.7M | Reduce -0.3% |
| VMBS Vanguard Mortgage-Backed Sec | 4.22% | 97,572 | $4.6M | Add +3.4% |
| SCHF Schwab Intl Equity ETF | 3.15% | 123,186 | $3.4M | Add +70.4% |
| IVW iShares S&P 500 Growth ETF | 2.96% | 23,344 | $3.2M | Reduce -19.4% |
| VXUS Vanguard Total Intl Stock | 2.39% | 30,333 | $2.6M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 2.11% | 27,529 | $2.3M | Reduce -3.0% |
| EFG iShares MSCI Eafe Growth ETF | 1.95% | 16,951 | $2.1M | Add +66.1% |
| DELL Dell Technologies -C | 1.90% | 4,767 | $2.1M | Reduce -14.9% |
| IVE iShares S&P 500 Value ETF | 1.89% | 9,012 | $2.0M | Reduce -25.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 2,626 | $2.0M | Reduce -1.5% |
| AAPL Apple Inc. | 1.67% | 6,263 | $1.8M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.64% | 8,882 | $1.8M | Reduce -0.3% |
| MU Micron Technology Inc. | 1.61% | 1,507 | $1.7M | Reduce -0.1% |
| GOVT iShares US Treasury Bond ETF | 1.51% | 71,786 | $1.6M | Add +169.4% |
| AMZN Amazon.com Inc. | 1.50% | 6,816 | $1.6M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.40% | 4,255 | $1.5M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 1.40% | 4,643 | $1.5M | Reduce -1.5% |
| EFV iShares MSCI Eafe Value ETF | 1.18% | 16,698 | $1.3M | Reduce -34.1% |
| MSFT Microsoft Corp. | 1.18% | 3,419 | $1.3M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.14% | 1,320 | $1.2M | Add +2.6% |
| PH Parker Hannifin Corp. | 1.14% | 1,262 | $1.2M | Reduce -1.9% |
| BAI Ishrs AI in and Tech Act ETF | 1.12% | 23,054 | $1.2M | Reduce -26.1% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 40,363 | $1.2M | Reduce -2.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.07% | 37,646 | $1.2M | Add +63.6% |
| VIG Vanguard Dividend Apprec ETF | 1.01% | 4,645 | $1.1M | Add +1.4% |
| SCHR Schwab Intermediate-Term US | 0.94% | 41,471 | $1.0M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.88% | 1,699 | $957K | Add +2.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.88% | 2,765 | $948K | Reduce -30.8% |
| TLH iShares 10-20 Year Treasury | 0.83% | 8,997 | $903K | Reduce -20.5% |
| SBUX Starbucks Corp. | 0.82% | 8,686 | $888K | Reduce -10.3% |
| AMD Advanced Micro Devices | 0.81% | 1,510 | $877K | Reduce -0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.81% | 16,636 | $872K | Add +1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.80% | 9,886 | $869K | Add +29.3% |
| ITA iShares U.S. Aerospace & Def | 0.80% | 3,560 | $863K | Add +2.9% |
| VT Vanguard Tot World STK ETF | 0.73% | 5,005 | $786K | Add +1.2% |
| IAGG iShares Intl Aggregate Bond | 0.72% | 15,512 | $785K | Reduce -19.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 1,602 | $765K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.68% | 17,351 | $735K | Reduce -1.2% |
| CEG Constellation Energy | 0.66% | 2,883 | $716K | Add +5.5% |
| UBER Uber Technologies Inc. | 0.65% | 9,729 | $702K | Add +10.2% |
| AGG iShares Core U.S. Aggregate | 0.63% | 6,900 | $683K | No change |
| MUB iShares National Muni Bond E | 0.62% | 6,240 | $672K | Add +10.8% |
| SCHD Schwab US DVD Equity ETF | 0.60% | 20,589 | $653K | No change |
| PFF iShares Preferred & Income S | 0.59% | 21,034 | $641K | Reduce -28.6% |
| WMT Walmart Inc. | 0.56% | 5,310 | $601K | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.53% | 1,635 | $578K | Reduce -1.5% |
| SCHO Schwab Short-Term US Treas | 0.51% | 22,974 | $555K | Add +4.2% |
| CRM Salesforce Inc. | 0.51% | 3,509 | $550K | Add +30.4% |
| V Visa Inc. Class A | 0.50% | 1,567 | $538K | Add +8.1% |
| JNJ Johnson & Johnson | 0.49% | 2,090 | $531K | No change |
| SCHW Schwab (charles) Corp. | 0.48% | 5,636 | $520K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 2,310 | $507K | Reduce -69.9% |
| RPRX Royalty Pharma PLC Class A | 0.46% | 8,802 | $494K | Reduce -0.4% |
| DHR Danaher Corp. | 0.43% | 2,426 | $462K | Add +4.8% |
| AMAT Applied Materials Inc. | 0.42% | 623 | $450K | No change |
| AMRZ Amrize Ltd. | 0.41% | 8,347 | $445K | Add +10.9% |
| SCMB Schwab Municipal Bond ETF | 0.41% | 17,000 | $439K | No change |
| MPC Marathon Petroleum Corp. | 0.37% | 1,585 | $405K | No change |
| JCI Johnson Controls Internation | 0.36% | 2,678 | $391K | Add +5.6% |
| ALB Albemarle Corp. | 0.34% | 2,714 | $366K | Add +4.9% |
| VTIP Vanguard Short-Term Tips | 0.34% | 7,259 | $365K | New |
| AMT American Tower Corp. | 0.32% | 2,101 | $344K | Add +6.9% |
| PZA Invesco National Amt-Free Mu | 0.31% | 14,440 | $340K | No change |
| NEE Nextera Energy Inc. | 0.31% | 3,840 | $337K | Reduce -56.6% |
| ISRG Intuitive Surgical Inc. | 0.31% | 841 | $334K | Add +48.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.30% | 3,141 | $321K | No change |
| CELH Celsius Holdings Inc. | 0.28% | 10,533 | $308K | Add +32.2% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 1,435 | $305K | Add +9.5% |
| AMGN Amgen Inc. | 0.27% | 814 | $295K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 5,500 | $278K | New |
| TY Tri-Continental Corp. | 0.26% | 8,044 | $277K | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 0.25% | 7,561 | $273K | No change |
| CVX Chevron Corp. | 0.25% | 1,616 | $268K | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.24% | 1,370 | $261K | New |
| TT Trane Technologies PLC | 0.24% | 530 | $260K | No change |
| LLY Eli Lilly & Co. | 0.23% | 209 | $251K | New |
| MCD McDonald's Corp. | 0.23% | 924 | $250K | Reduce -5.7% |
| HD Home Depot Inc. | 0.23% | 698 | $246K | Reduce -3.5% |
| BNY Bank of New York Mellon Corp. | 0.22% | 1,680 | $243K | New |
| TSLA Tesla Inc. | 0.22% | 577 | $243K | No change |
| GD General Dynamics Corp. | 0.21% | 650 | $230K | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.21% | 2,796 | $227K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.20% | 1,506 | $221K | Add +0.3% |
| AVGO Broadcom Inc. | 0.20% | 582 | $220K | New |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 6,440 | $219K | Reduce -3.7% |
| DAL Delta Air Lines Inc. | 0.20% | 2,320 | $217K | Reduce -66.1% |
| AFL Aflac Inc. | 0.20% | 1,805 | $212K | Reduce -4.5% |
Portfolio Sells Q1 2026 → Q2 2026
| QUAL iShares MSCI USA Quality Fac | Reduce -69.9% | 0.47% | −1.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -34.1% | 1.18% | −0.78 |
| IVE iShares S&P 500 Value ETF | Reduce -25.1% | 1.89% | −0.76 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.74 |
| NEE Nextera Energy Inc. | Reduce -56.6% | 0.31% | −0.55 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.51 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.45 |
| IVW iShares S&P 500 Growth ETF | Reduce -19.4% | 2.96% | −0.45 |
| TLH iShares 10-20 Year Treasury | Reduce -20.5% | 0.83% | −0.35 |
| PFF iShares Preferred & Income S | Reduce -28.6% | 0.59% | −0.34 |
| IAGG iShares Intl Aggregate Bond | Reduce -19.1% | 0.72% | −0.27 |
| DAL Delta Air Lines Inc. | Reduce -66.1% | 0.20% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.68% | −0.24 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.24 |
| SCHR Schwab Intermediate-Term US | Reduce -1.9% | 0.94% | −0.15 |
| WMT Walmart Inc. | Reduce -0.1% | 0.56% | −0.13 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -30.8% | 0.88% | −0.12 |
| CVX Chevron Corp. | Reduce -2.4% | 0.25% | −0.11 |
| MCD McDonald's Corp. | Reduce -5.7% | 0.23% | −0.09 |
| SBUX Starbucks Corp. | Reduce -10.3% | 0.82% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -1.9% | 1.14% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.40% | −0.04 |
| GD General Dynamics Corp. | Reduce -2.8% | 0.21% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.7% | 0.20% | −0.02 |
| AFL Aflac Inc. | Reduce -4.5% | 0.20% | −0.02 |
| HD Home Depot Inc. | Reduce -3.5% | 0.23% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 1.10% | −0.01 |
| TY Tri-Continental Corp. | Reduce -1.1% | 0.26% | −0.01 |
| AAPL Apple Inc. | Reduce -1.4% | 1.67% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 1.50% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 6.44% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 1.81% | +0.01 |
| RPRX Royalty Pharma PLC Class A | Reduce -0.4% | 0.46% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.3% | 1.64% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 0.53% | +0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -3.0% | 2.11% | +0.05 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -26.1% | 1.12% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 1.40% | +0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 5.22% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.71% | +0.14 |
| AMD Advanced Micro Devices | Reduce -0.3% | 0.81% | +0.49 |
| DELL Dell Technologies -C | Reduce -14.9% | 1.90% | +0.94 |
| MU Micron Technology Inc. | Reduce -0.1% | 1.61% | +1.08 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +24.8% | 9.88% | +2.10 |
| SCHF Schwab Intl Equity ETF | Add +70.4% | 3.15% | +1.29 |
| GOVT iShares US Treasury Bond ETF | Add +169.4% | 1.51% | +0.87 |
| EFG iShares MSCI Eafe Growth ETF | Add +66.1% | 1.95% | +0.76 |
| VTIP Vanguard Short-Term Tips | New | 0.34% | +0.34 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +63.6% | 1.07% | +0.34 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.26% | +0.26 |
| XLK SS Technology Select Sector | New | 0.24% | +0.24 |
| LLY Eli Lilly & Co. | New | 0.23% | +0.23 |
| BNY Bank of New York Mellon Corp. | New | 0.22% | +0.22 |
| AVGO Broadcom Inc. | New | 0.20% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +29.3% | 0.80% | +0.19 |
| VXUS Vanguard Total Intl Stock | Add +4.5% | 2.39% | +0.07 |
| V Visa Inc. Class A | Add +8.1% | 0.50% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +48.1% | 0.31% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +9.5% | 0.28% | +0.02 |
| JCI Johnson Controls Internation | Add +5.6% | 0.36% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +1.2% | 0.73% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +2.9% | 0.80% | +0.01 |
| MUB iShares National Muni Bond E | Add +10.8% | 0.62% | −0.00 |
| CELH Celsius Holdings Inc. | Add +32.2% | 0.28% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 1.01% | −0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.21% | −0.01 |
| UBER Uber Technologies Inc. | Add +10.2% | 0.65% | −0.01 |
| CRM Salesforce Inc. | Add +30.4% | 0.51% | −0.02 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.20% | −0.02 |
| AMRZ Amrize Ltd. | Add +10.9% | 0.41% | −0.03 |
| DHR Danaher Corp. | Add +4.8% | 0.43% | −0.03 |
| AMT American Tower Corp. | Add +6.9% | 0.32% | −0.04 |
| SCHO Schwab Short-Term US Treas | Add +4.2% | 0.51% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.9% | 0.81% | −0.09 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.88% | −0.10 |
| MSFT Microsoft Corp. | Add +2.3% | 1.18% | −0.11 |
| CEG Constellation Energy | Add +5.5% | 0.66% | −0.13 |
| ALB Albemarle Corp. | Add +4.9% | 0.34% | −0.15 |
| COST Costco Wholesale Corp. | Add +2.6% | 1.14% | −0.20 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.4% | 4.22% | −0.39 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.0% | 8.21% | −0.81 |
Notes & Other Activity Q1 2026 → Q2 2026
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Sold out | 4,820 | $346Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.