Unify Financial Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 8, 2026), Unify Financial Advisors reported 93 stock positions worth $95.7 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 8.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.0%) and VG Morningstar TS MKT ETF-US (VTI, 6.7%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0002126814
- Portfolio Value
- $95.7M (Q4 2025)
- SEC Filing
- 0001420506-26-000654 ↗ filed Apr 8, 2026
Holdings Value
Holdings 93 stocks · $95.7M
| SCHZ Schwab US Aggregate Bond ETF | 8.77% | 359,234 | $8.4M | — |
| IVV iShares Core S&P 500 ETF | 6.97% | 9,740 | $6.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 6.66% | 19,015 | $6.4M | — |
| SCHB Schwab US Broad Market ETF | 5.41% | 197,362 | $5.2M | — |
| VMBS Vanguard Mortgage-Backed Sec | 3.82% | 77,594 | $3.7M | — |
| IVW iShares S&P 500 Growth ETF | 3.47% | 26,950 | $3.3M | — |
| QUAL iShares MSCI USA Quality Fac | 2.64% | 12,705 | $2.5M | — |
| VXUS Vanguard Total Intl Stock | 2.22% | 28,166 | $2.1M | — |
| EFV iShares MSCI Eafe Value ETF | 2.16% | 29,003 | $2.1M | — |
| IVE iShares S&P 500 Value ETF | 2.06% | 9,291 | $2.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.93% | 2,711 | $1.8M | — |
| AAPL Apple Inc. | 1.79% | 6,301 | $1.7M | — |
| OEF iShares S&P 100 ETF | 1.79% | 4,990 | $1.7M | — |
| IEMG iShares Core MSCI Emerging | 1.77% | 25,140 | $1.7M | — |
| SCHF Schwab Intl Equity ETF | 1.77% | 70,270 | $1.7M | — |
| NVDA Nvidia Corp. | 1.72% | 8,841 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 1.57% | 4,663 | $1.5M | — |
| AMZN Amazon.com Inc. | 1.56% | 6,481 | $1.5M | — |
| MSFT Microsoft Corp. | 1.56% | 3,082 | $1.5M | — |
| GOOGL Alphabet Inc. Class A | 1.41% | 4,311 | $1.3M | — |
| TLH iShares 10-20 Year Treasury | 1.39% | 13,128 | $1.3M | — |
| PH Parker Hannifin Corp. | 1.23% | 1,338 | $1.2M | — |
| SCHX Schwab US Large-Cap ETF | 1.19% | 42,459 | $1.1M | — |
| COST Costco Wholesale Corp. | 1.16% | 1,287 | $1.1M | — |
| SCHR Schwab Intermediate-Term US | 1.13% | 42,993 | $1.1M | — |
| META Meta Platforms Inc. Class A | 1.07% | 1,549 | $1.0M | — |
| VIG Vanguard Dividend Apprec ETF | 1.06% | 4,630 | $1.0M | — |
| BAI Ishrs AI in and Tech Act ETF | 0.97% | 27,771 | $925K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.89% | 16,165 | $855K | — |
| SBUX Starbucks Corp. | 0.84% | 9,517 | $801K | — |
| IAGG iShares Intl Aggregate Bond | 0.84% | 15,997 | $800K | — |
| CEG Constellation Energy | 0.82% | 2,224 | $786K | — |
| NEE Nextera Energy Inc. | 0.77% | 9,201 | $739K | — |
| DELL Dell Technologies -C | 0.76% | 5,780 | $728K | — |
| VZ Verizon Communications Inc. | 0.76% | 17,753 | $723K | — |
| AGG iShares Core U.S. Aggregate | 0.72% | 6,900 | $689K | — |
| CRM Salesforce Inc. | 0.72% | 2,599 | $689K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.68% | 21,265 | $653K | — |
| UBER Uber Technologies Inc. | 0.68% | 7,997 | $653K | — |
| VT Vanguard Tot World STK ETF | 0.63% | 4,289 | $605K | — |
| WMT Walmart Inc. | 0.63% | 5,410 | $603K | — |
| SHOP Shopify Inc. Class A | 0.61% | 3,631 | $584K | — |
| MUB iShares National Muni Bond E | 0.61% | 5,430 | $582K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.61% | 2,321 | $581K | — |
| XOM Exxon Mobil Corp. | 0.60% | 4,768 | $574K | — |
| SCHD Schwab US DVD Equity ETF | 0.58% | 20,389 | $559K | — |
| SCHW Schwab (charles) Corp. | 0.58% | 5,511 | $551K | — |
| INTU Intuit Inc. | 0.56% | 809 | $536K | — |
| PFF iShares Preferred & Income S | 0.56% | 17,256 | $534K | — |
| GOOG Alphabet Inc. Class C | 0.55% | 1,680 | $527K | — |
| SCHO Schwab Short-Term US Treas | 0.55% | 21,473 | $523K | — |
| DAL Delta Air Lines Inc. | 0.53% | 7,254 | $503K | — |
| ITA iShares U.S. Aerospace & Def | 0.52% | 2,328 | $500K | — |
| ALB Albemarle Corp. | 0.52% | 3,508 | $496K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.50% | 1,579 | $480K | — |
| ELV Elevance Health Inc. | 0.50% | 1,366 | $479K | — |
| V Visa Inc. Class A | 0.49% | 1,342 | $471K | — |
| MDT Medtronic PLC | 0.48% | 4,743 | $456K | — |
| MU Micron Technology Inc. | 0.46% | 1,544 | $441K | — |
| JNJ Johnson & Johnson | 0.46% | 2,120 | $439K | — |
| SCMB Schwab Municipal Bond ETF | 0.46% | 17,000 | $438K | — |
| PEP Pepsico Inc. | 0.44% | 2,933 | $421K | — |
| AMRZ Amrize Ltd. | 0.43% | 7,668 | $415K | — |
| EMB iShares JP Morgan Usd Emergi | 0.42% | 4,174 | $402K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.41% | 4,932 | $396K | — |
| RPRX Royalty Pharma PLC Class A | 0.41% | 10,222 | $395K | — |
| CELH Celsius Holdings Inc. | 0.37% | 7,639 | $349K | — |
| JCI Johnson Controls Internation | 0.36% | 2,847 | $341K | — |
| PZA Invesco National Amt-Free Mu | 0.35% | 14,440 | $335K | — |
| AMD Advanced Micro Devices | 0.34% | 1,525 | $327K | — |
| AMT American Tower Corp. | 0.33% | 1,818 | $319K | — |
| MCD McDonald's Corp. | 0.32% | 999 | $305K | — |
| IAU iShares Gold Trust | 0.31% | 3,664 | $297K | — |
| TY Tri-Continental Corp. | 0.28% | 8,284 | $271K | — |
| AMGN Amgen Inc. | 0.28% | 814 | $266K | — |
| TSLA Tesla Inc. | 0.27% | 577 | $259K | — |
| MPC Marathon Petroleum Corp. | 0.27% | 1,580 | $257K | — |
| HD Home Depot Inc. | 0.26% | 731 | $252K | — |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 6,690 | $248K | — |
| CVX Chevron Corp. | 0.25% | 1,600 | $244K | — |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 1,260 | $241K | — |
| LLY Eli Lilly & Co. | 0.24% | 213 | $229K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 3,147 | $229K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 2,007 | $229K | — |
| SCHA Schwab US Small-Cap ETF | 0.23% | 7,561 | $215K | — |
| PG The Procter & Gamble Co. | 0.22% | 1,497 | $215K | — |
| GD General Dynamics Corp. | 0.22% | 632 | $213K | — |
| AFL Aflac Inc. | 0.22% | 1,891 | $209K | — |
| TT Trane Technologies PLC | 0.22% | 530 | $206K | — |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 1,979 | $206K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 689 | $204K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.21% | 2,970 | $203K | — |
| AVGO Broadcom Inc. | 0.21% | 582 | $201K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $286K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 4,820 | $286K | — |
Total filed on the 13F, all lines: $96.0M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.