13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001695818
Total reported value
$1.4B
$1.4B
175 檔
22.2%
In Q1 2025, Unison Advisors LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 175 disclosed stock positions.
In Q1 2025, Unison Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.81% | +0.49% | +1.77% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 10.33% | -0.29% | -0.32% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.38% | +0.41% | +3.34% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 5.29% | -0.13% | -1.00% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.65% | +0.59% | +12.69% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 4.42% | -0.01% | -11.01% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 4.16% | +0.04% | +11.10% | |
| 8 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 4.05% | +0.39% | +4.03% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.62% | -0.04% | -4.80% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.39% | -0.04% | +6.23% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.08% | -0.08% | +2.28% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.02% | -14.31% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.44% | -0.04% | -3.40% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.40% | -0.04% | +8.84% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.07% | -1.82% | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 0.99% | — | +0.37% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 0.77% | -0.03% | +0.34% | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 0.71% | +0.02% | +0.36% | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 0.68% | +0.01% | +0.30% | |
| 20 | NUE | Nucor CORP | Stock-Materials | 0.65% | +0.11% | +0.43% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.64% | -0.01% | +2.11% | |
| 22 | PFG | Principal Financial Group | Stock-Financials | 0.64% | +0.05% | +0.89% | |
| 23 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.63% | +0.04% | +0.27% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | +0.24% | +2.46% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.59% | -0.02% | +0.52% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | -0.05% | -6.05% | |
| 27 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.54% | -0.01% | +0.35% | |
| 28 | MET | Metlife Inc | Stock-Financials | 0.54% | +0.03% | +0.63% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | -0.40% | EXIT | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.52% | -0.01% | +0.33% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.52% | -0.02% | +0.48% | |
| 32 | FITB | Fifth Third Bancorp | Stock-Financials | 0.52% | +0.05% | +0.83% | |
| 33 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.52% | +0.01% | +0.43% | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.49% | +0.01% | +1.09% | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.48% | -0.06% | +0.66% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.48% | -0.09% | — | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.47% | +0.10% | — | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | -0.54% | EXIT | |
| 39 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.43% | +0.02% | +2.65% | |
| 40 | GM | General Motors Co | Stock-Consumer Disc | 0.41% | -0.02% | +0.23% | |
| 41 | HPQ | Hp Inc | Stock-Tech | 0.41% | -0.17% | EXIT | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.40% | +0.04% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.07% | — | |
| 44 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.38% | -0.01% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.05% | +1.72% | |
| 46 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.37% | -0.11% | +1.73% | |
| 47 | DDS | Dillards Inc-cl A | Stock-Other | 0.36% | -0.04% | +0.05% | |
| 48 | HUM | Humana Inc | Stock-Healthcare | 0.34% | +0.15% | — | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.34% | -0.01% | — | |
| 50 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.33% | -0.23% | EXIT |
According to official SEC Form 13F filings, Unison Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 175 disclosed positions in Q1 2025.
During Q1 2025, Unison Advisors LLC's top holdings by market value included AVUV (11.8%)、AVDV (10.3%)、VTV (8.4%). The largest single position, AVUV, represented 11.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, AVDV, VTV) accounted for 22.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVUV
市值: $92.8M
In Q1 2025, Unison Advisors LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.