StockDriftsStockDriftsTop 50 Unison Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTEI | VANGUARD MUN BD FDS | 16.8% | 2.39M | $240.9M | +0.77%(+18.17K) | $99.72(-0.17%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 12.31% | 810.1K | $176.5M | +1.33%(+10.64K) | $160.13(+41.01%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 11.62% | 1.34M | $166.7M | +0.55%(+7.31K) | $58.15(+119.20%) | 2026-06-30 | |
| QUAL | ISHARES TR | 9.37% | 612.3K | $134.4M | +1.50%(+9.07K) | $168.65(+34.16%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.98% | 831.8K | $85.7M | +0.52%(+4.27K) | $56.43(+94.55%) | 2026-06-30 | |
| IQLT | ISHARES TR | 3.09% | 893.1K | $44.3M | +2.75%(+23.90K) | $32.78(+58.24%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 2.89% | 784.7K | $41.4M | -0.45%(-3.54K) | $29.50(+87.42%) | 2026-06-30 | |
| DEHP | DIMENSIONAL ETF TRUST | 2.72% | 912.6K | $39.0M | +0.59%(+5.32K) | $22.34(+80.42%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 2.69% | 971.8K | $38.6M | -0.08%(-780) | $25.96(+60.43%) | 2026-06-30 | |
| DGS | WISDOMTREE TR | 2.02% | 448.6K | $29.0M | +0.77%(+3.44K) | $43.04(+48.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.80% | +47.39% | +7.49% | +43.51% |
| Top 20 Holdings Unweighted | +13.99% | +48.10% | +6.98% | +40.13% |
Unison Advisors LLC reports $1.43B in US-listed equity holdings across 173 positions in its most recent 13F filing. Its largest disclosed positions are VTEI (16.8%), VTV (12.3%) and AVUV (11.6%). The top 20 holdings account for 79.19% of reported assets. Its disclosed equity book has returned +47.39% on a three-year cumulative basis. 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 Unison Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1695818). View Unison Advisors LLC’s 13F filings on SEC