StockDriftsStockDriftsTop 50 Unify Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.88% | 14.3K | $10.7M | +24.82%(+2.84K) | $679.10(+14.47%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 8.21% | 384.6K | $8.9M | +3.04%(+11.36K) | $23.41(-2.72%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.44% | 18.9K | $7.0M | -2.26%(-436) | $331.67(+15.19%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 5.22% | 195.2K | $5.7M | -0.26%(-510) | $25.97(+15.17%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.22% | 97.6K | $4.6M | +3.42%(+3.23K) | $47.01(-1.80%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.15% | 123.2K | $3.4M | +70.44%(+50.91K) | $24.57(+15.06%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.96% | 23.3K | $3.2M | -19.40%(-5.62K) | $121.73(+16.46%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.39% | 30.3K | $2.6M | +4.55%(+1.32K) | $74.75(+16.77%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.11% | 27.5K | $2.3M | -2.96%(-840) | $66.77(+20.15%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.95% | 17.0K | $2.1M | +66.12%(+6.75K) | $114.14(+11.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.14% |
Unify Financial Advisors reports $108.29M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.9%), SCHZ (8.2%) and VTI (6.4%). The top 20 holdings account for 62.86% of reported assets. Its disclosed equity book has returned +6.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Unify Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2126814). View Unify Financial Advisors’s 13F filings on SEC