Unify Financial Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Unify Financial Advisors reported 88 stock positions worth $96.0 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 9.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.8%) and VG Morningstar TS MKT ETF-US (VTI, 6.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 10, added to 45 and reduced 28. The biggest buy was iShares MSCI Eafe Growth ETF (EFG, shares +408%) and the biggest sale an exit from iShares S&P 100 ETF (OEF).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0002126814
- Portfolio Value
- $96.0M (Q1 2026)
- SEC Filing
- 0001420506-26-000717 ↗ filed Apr 23, 2026
Holdings Value
Holdings 88 stocks · $96.0M
| SCHZ Schwab US Aggregate Bond ETF | 9.02% | 373,195 | $8.7M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 7.79% | 11,449 | $7.5M | Add +17.6% |
| VTI VG Morningstar TS MKT ETF-US | 6.44% | 19,286 | $6.2M | Add +1.4% |
| SCHB Schwab US Broad Market ETF | 5.12% | 195,740 | $4.9M | Reduce -0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 4.61% | 94,345 | $4.4M | Add +21.6% |
| IVW iShares S&P 500 Growth ETF | 3.41% | 28,964 | $3.3M | Add +7.5% |
| IVE iShares S&P 500 Value ETF | 2.65% | 12,038 | $2.5M | Add +29.6% |
| VXUS Vanguard Total Intl Stock | 2.33% | 29,013 | $2.2M | Add +3.0% |
| IEMG iShares Core MSCI Emerging | 2.06% | 28,369 | $2.0M | Add +12.8% |
| EFV iShares MSCI Eafe Value ETF | 1.96% | 25,354 | $1.9M | Reduce -12.6% |
| SCHF Schwab Intl Equity ETF | 1.86% | 72,276 | $1.8M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 2,666 | $1.7M | Reduce -1.7% |
| AAPL Apple Inc. | 1.68% | 6,349 | $1.6M | Add +0.8% |
| NVDA Nvidia Corp. | 1.62% | 8,904 | $1.6M | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 1.53% | 7,676 | $1.5M | Reduce -39.6% |
| AMZN Amazon.com Inc. | 1.50% | 6,935 | $1.4M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 1.44% | 4,712 | $1.4M | Add +1.1% |
| COST Costco Wholesale Corp. | 1.34% | 1,287 | $1.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.33% | 4,457 | $1.3M | Add +3.4% |
| MSFT Microsoft Corp. | 1.29% | 3,342 | $1.2M | Add +8.4% |
| PH Parker Hannifin Corp. | 1.20% | 1,287 | $1.2M | Reduce -3.8% |
| TLH iShares 10-20 Year Treasury | 1.19% | 11,320 | $1.1M | Reduce -13.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.18% | 10,204 | $1.1M | Add +408.4% |
| SCHX Schwab US Large-Cap ETF | 1.11% | 41,547 | $1.1M | Reduce -2.1% |
| SCHR Schwab Intermediate-Term US | 1.10% | 42,269 | $1.1M | Reduce -1.7% |
| BAI Ishrs AI in and Tech Act ETF | 1.07% | 31,197 | $1.0M | Add +12.3% |
| VIG Vanguard Dividend Apprec ETF | 1.03% | 4,580 | $985K | Reduce -1.1% |
| IAGG iShares Intl Aggregate Bond | 1.00% | 19,165 | $959K | Add +19.8% |
| MTUM iShares MSCI USA Momentum Fa | 1.00% | 3,995 | $959K | Add +72.1% |
| META Meta Platforms Inc. Class A | 0.99% | 1,654 | $946K | Add +6.8% |
| DELL Dell Technologies -C | 0.96% | 5,600 | $919K | Reduce -3.1% |
| PFF iShares Preferred & Income S | 0.93% | 29,452 | $893K | Add +70.7% |
| VZ Verizon Communications Inc. | 0.92% | 17,557 | $881K | Reduce -1.1% |
| SBUX Starbucks Corp. | 0.90% | 9,683 | $868K | Add +1.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.89% | 16,325 | $858K | Add +1.0% |
| NEE Nextera Energy Inc. | 0.86% | 8,854 | $822K | Reduce -3.8% |
| CEG Constellation Energy | 0.79% | 2,732 | $763K | Add +22.8% |
| ITA iShares U.S. Aerospace & Def | 0.79% | 3,459 | $757K | Add +48.6% |
| XOM Exxon Mobil Corp. | 0.74% | 4,213 | $715K | Reduce -11.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.74% | 23,006 | $708K | Add +8.2% |
| AGG iShares Core U.S. Aggregate | 0.71% | 6,900 | $685K | No change |
| VT Vanguard Tot World STK ETF | 0.71% | 4,945 | $684K | Add +15.3% |
| WMT Walmart Inc. | 0.69% | 5,314 | $660K | Reduce -1.8% |
| UBER Uber Technologies Inc. | 0.66% | 8,832 | $635K | Add +10.4% |
| SCHD Schwab US DVD Equity ETF | 0.66% | 20,589 | $632K | Add +1.0% |
| GOVT iShares US Treasury Bond ETF | 0.64% | 26,651 | $611K | New |
| MUB iShares National Muni Bond E | 0.62% | 5,630 | $598K | Add +3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.61% | 7,644 | $585K | Add +55.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 1,613 | $545K | Add +2.1% |
| SCHO Schwab Short-Term US Treas | 0.56% | 22,044 | $535K | Add +2.7% |
| SCHW Schwab (charles) Corp. | 0.55% | 5,636 | $530K | Add +2.3% |
| JNJ Johnson & Johnson | 0.53% | 2,090 | $511K | Reduce -1.4% |
| MU Micron Technology Inc. | 0.53% | 1,508 | $509K | Reduce -2.3% |
| CRM Salesforce Inc. | 0.52% | 2,691 | $502K | Add +3.5% |
| SHOP Shopify Inc. Class A | 0.51% | 4,154 | $493K | Add +14.4% |
| GOOG Alphabet Inc. Class C | 0.50% | 1,660 | $476K | Reduce -1.2% |
| ALB Albemarle Corp. | 0.48% | 2,588 | $465K | Reduce -26.2% |
| DAL Delta Air Lines Inc. | 0.47% | 6,846 | $455K | Reduce -5.6% |
| DHR Danaher Corp. | 0.46% | 2,315 | $439K | New |
| V Visa Inc. Class A | 0.46% | 1,450 | $438K | Add +8.1% |
| INTU Intuit Inc. | 0.45% | 1,010 | $437K | Add +24.9% |
| SCMB Schwab Municipal Bond ETF | 0.45% | 17,000 | $433K | No change |
| RPRX Royalty Pharma PLC Class A | 0.44% | 8,837 | $424K | Reduce -13.6% |
| AMRZ Amrize Ltd. | 0.44% | 7,527 | $422K | Reduce -1.8% |
| MPC Marathon Petroleum Corp. | 0.40% | 1,585 | $387K | Add +0.3% |
| CVX Chevron Corp. | 0.36% | 1,656 | $343K | Add +3.5% |
| AMT American Tower Corp. | 0.35% | 1,966 | $339K | Add +8.1% |
| JCI Johnson Controls Internation | 0.35% | 2,537 | $332K | Reduce -10.9% |
| PZA Invesco National Amt-Free Mu | 0.35% | 14,440 | $332K | No change |
| AMD Advanced Micro Devices | 0.32% | 1,515 | $308K | Reduce -0.7% |
| MCD McDonald's Corp. | 0.32% | 980 | $304K | Reduce -1.9% |
| AMGN Amgen Inc. | 0.30% | 814 | $286K | No change |
| CELH Celsius Holdings Inc. | 0.29% | 7,965 | $283K | Add +4.3% |
| ISRG Intuitive Surgical Inc. | 0.27% | 568 | $262K | New |
| TY Tri-Continental Corp. | 0.27% | 8,129 | $257K | Reduce -1.9% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 1,310 | $251K | Add +4.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.26% | 3,141 | $247K | Reduce -0.2% |
| HD Home Depot Inc. | 0.25% | 723 | $238K | Reduce -1.1% |
| GD General Dynamics Corp. | 0.24% | 669 | $230K | Add +5.8% |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 2,425 | $228K | Reduce -41.9% |
| TT Trane Technologies PLC | 0.23% | 530 | $221K | No change |
| SCHA Schwab US Small-Cap ETF | 0.23% | 7,561 | $220K | No change |
| PG The Procter & Gamble Co. | 0.23% | 1,501 | $217K | Add +0.3% |
| TSLA Tesla Inc. | 0.22% | 577 | $215K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 6,690 | $214K | No change |
| AMAT Applied Materials Inc. | 0.22% | 623 | $213K | New |
| KO The Coca-Cola Co. | 0.22% | 2,794 | $213K | New |
| AFL Aflac Inc. | 0.22% | 1,891 | $207K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $346K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 4,820 | $346K | No change |
Total filed on the 13F, all lines: $96.4M.
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −1.79 |
| QUAL iShares MSCI USA Quality Fac | Reduce -39.6% | 1.53% | −1.10 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.50 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.48 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.44 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.31 |
| SCHB Schwab US Broad Market ETF | Reduce -0.8% | 5.12% | −0.29 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.24 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.22 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.21 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.21 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.21 |
| TLH iShares 10-20 Year Treasury | Reduce -13.8% | 1.19% | −0.21 |
| EFV iShares MSCI Eafe Value ETF | Reduce -12.6% | 1.96% | −0.20 |
| EMB iShares JP Morgan Usd Emergi | Reduce -41.9% | 0.24% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.81% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.1% | 1.11% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.50% | −0.06 |
| DAL Delta Air Lines Inc. | Reduce -5.6% | 0.47% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 1.03% | −0.04 |
| ALB Albemarle Corp. | Reduce -26.2% | 0.48% | −0.03 |
| SCHR Schwab Intermediate-Term US | Reduce -1.7% | 1.10% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -3.8% | 1.20% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.7% | 0.32% | −0.02 |
| TY Tri-Continental Corp. | Reduce -1.9% | 0.27% | −0.02 |
| HD Home Depot Inc. | Reduce -1.1% | 0.25% | −0.02 |
| JCI Johnson Controls Internation | Reduce -10.9% | 0.35% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.32% | −0.00 |
| AMRZ Amrize Ltd. | Reduce -1.8% | 0.44% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.2% | 0.26% | +0.02 |
| RPRX Royalty Pharma PLC Class A | Reduce -13.6% | 0.44% | +0.03 |
| WMT Walmart Inc. | Reduce -1.8% | 0.69% | +0.06 |
| MU Micron Technology Inc. | Reduce -2.3% | 0.53% | +0.07 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.53% | +0.07 |
| NEE Nextera Energy Inc. | Reduce -3.8% | 0.86% | +0.08 |
| XOM Exxon Mobil Corp. | Reduce -11.6% | 0.74% | +0.14 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.92% | +0.16 |
| DELL Dell Technologies -C | Reduce -3.1% | 0.96% | +0.20 |
Portfolio Buys Q4 2025 → Q1 2026
| EFG iShares MSCI Eafe Growth ETF | Add +408.4% | 1.18% | +0.94 |
| IVV iShares Core S&P 500 ETF | Add +17.6% | 7.79% | +0.82 |
| VMBS Vanguard Mortgage-Backed Sec | Add +21.6% | 4.61% | +0.80 |
| GOVT iShares US Treasury Bond ETF | New | 0.64% | +0.64 |
| IVE iShares S&P 500 Value ETF | Add +29.6% | 2.65% | +0.59 |
| DHR Danaher Corp. | New | 0.46% | +0.46 |
| MTUM iShares MSCI USA Momentum Fa | Add +72.1% | 1.00% | +0.39 |
| PFF iShares Preferred & Income S | Add +70.7% | 0.93% | +0.37 |
| IEMG iShares Core MSCI Emerging | Add +12.8% | 2.06% | +0.29 |
| ISRG Intuitive Surgical Inc. | New | 0.27% | +0.27 |
| ITA iShares U.S. Aerospace & Def | Add +48.6% | 0.79% | +0.27 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.9% | 9.02% | +0.25 |
| AMAT Applied Materials Inc. | New | 0.22% | +0.22 |
| KO The Coca-Cola Co. | New | 0.22% | +0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +55.0% | 0.61% | +0.20 |
| IAGG iShares Intl Aggregate Bond | Add +19.8% | 1.00% | +0.16 |
| MPC Marathon Petroleum Corp. | Add +0.3% | 0.40% | +0.13 |
| VXUS Vanguard Total Intl Stock | Add +3.0% | 2.33% | +0.11 |
| BAI Ishrs AI in and Tech Act ETF | Add +12.3% | 1.07% | +0.10 |
| CVX Chevron Corp. | Add +3.5% | 0.36% | +0.10 |
| SCHF Schwab Intl Equity ETF | Add +2.9% | 1.86% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +15.3% | 0.71% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +1.0% | 0.66% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.57% | +0.07 |
| SBUX Starbucks Corp. | Add +1.7% | 0.90% | +0.07 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +8.2% | 0.74% | +0.05 |
| AMT American Tower Corp. | Add +8.1% | 0.35% | +0.02 |
| GD General Dynamics Corp. | Add +5.8% | 0.24% | +0.02 |
| MUB iShares National Muni Bond E | Add +3.7% | 0.62% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +2.7% | 0.56% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.0% | 0.26% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.23% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.0% | 0.89% | +0.00 |
| UBER Uber Technologies Inc. | Add +10.4% | 0.66% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +2.3% | 0.55% | −0.02 |
| CEG Constellation Energy | Add +22.8% | 0.79% | −0.03 |
| V Visa Inc. Class A | Add +8.1% | 0.46% | −0.04 |
| AMZN Amazon.com Inc. | Add +7.0% | 1.50% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Add +7.5% | 3.41% | −0.06 |
| CELH Celsius Holdings Inc. | Add +4.3% | 0.29% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 1.33% | −0.08 |
| META Meta Platforms Inc. Class A | Add +6.8% | 0.99% | −0.08 |
| SHOP Shopify Inc. Class A | Add +14.4% | 0.51% | −0.10 |
| INTU Intuit Inc. | Add +24.9% | 0.45% | −0.11 |
| NVDA Nvidia Corp. | Add +0.7% | 1.62% | −0.11 |
| AAPL Apple Inc. | Add +0.8% | 1.68% | −0.11 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.44% | −0.13 |
| CRM Salesforce Inc. | Add +3.5% | 0.52% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 6.44% | −0.22 |
| MSFT Microsoft Corp. | Add +8.4% | 1.29% | −0.27 |