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CIK: 0002126814
Total reported value
$108.3M
$108.3M
94 檔
28.0%
At the close of Q4 2025, Unify Financial Advisors disclosed equity holdings valued at approximately $108.3M, spread across 94 reported holdings.
During Q4 2025, Unify Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.75% | -0.78% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.95% | +2.12% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.64% | +0.02% | — | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.39% | +0.12% | — | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.81% | -0.38% | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.46% | -0.44% | — | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.63% | -1.06% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.21% | +0.07% | — | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.16% | -0.78% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.05% | -0.75% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.93% | +0.01% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.78% | — | — | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.78% | — | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.76% | +0.06% | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.76% | +1.29% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.03% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.04% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.10% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.07% | — | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.39% | -0.35% | — | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 1.23% | -0.06% | — | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.19% | -0.01% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.19% | — | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.12% | -0.15% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.10% | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.01% | — | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.96% | +0.05% | — | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.89% | -0.08% | — | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | -0.08% | — | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | -0.28% | — | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.82% | -0.13% | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.54% | — | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.76% | +0.95% | — | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.23% | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.72% | -0.08% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.01% | — | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.68% | +0.34% | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.01% | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.63% | +0.02% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.13% | — | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.61% | -0.51% | EXIT | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | — | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | -0.11% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.74% | EXIT | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.06% | — | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.57% | -0.07% | — | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.56% | -0.45% | EXIT | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.56% | -0.34% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.04% | — |
According to official SEC Form 13F filings, Unify Financial Advisors reported a total U.S. public equity portfolio value of $108.3M across 94 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHZ, IVV, VTI) accounted for 28.0% of total reported equity market value during Q4 2025.
During Q4 2025, Unify Financial Advisors's top holdings by market value included SCHZ (8.8%)、IVV (7.0%)、VTI (6.6%). The largest single position, SCHZ, represented 8.8% of total portfolio value.
In Q4 2025, Unify Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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