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CIK: 0001695818
Total reported value
$1.4B
$1.4B
177 檔
25.2%
During the Q2 2025 filing period, Unison Advisors LLC (CIK: 0001695818) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 177 reported positions.
In Q2 2025, Unison Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 36 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 | 10.93% | +0.49% | +0.63% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 10.43% | -0.29% | +0.99% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.58% | +0.41% | +0.09% | |
| 4 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 6.56% | -1.15% | — | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.91% | -0.13% | -1.38% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.53% | +0.59% | +3.61% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 4.09% | +0.04% | +2.55% | |
| 8 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 3.98% | +0.39% | +0.61% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.48% | -0.04% | -1.25% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.30% | -0.01% | -25.69% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.24% | -0.04% | +5.61% | |
| 12 | COF | Capital One Financial CORP | Stock-Financials | 1.83% | +0.01% | +157.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.81% | -0.08% | +0.04% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.77% | -0.02% | +7.51% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.37% | -0.04% | -0.35% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.31% | -0.04% | +6.22% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.07% | +0.10% | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 0.79% | +0.02% | +0.56% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.67% | +0.24% | +5.91% | |
| 20 | GRMN | Garmin Ltd. | Stock-Tech | 0.66% | -0.03% | +0.41% | |
| 21 | NUE | Nucor CORP | Stock-Materials | 0.62% | +0.11% | +0.52% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.62% | -0.01% | +8.90% | |
| 23 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.56% | +0.04% | +0.33% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.02% | +0.56% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | -0.54% | EXIT | |
| 26 | PFG | Principal Financial Group | Stock-Financials | 0.53% | +0.05% | +1.04% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | -0.40% | EXIT | |
| 28 | FITB | Fifth Third Bancorp | Stock-Financials | 0.49% | +0.05% | +1.08% | |
| 29 | MET | Metlife Inc | Stock-Financials | 0.48% | +0.03% | +0.78% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.47% | -0.05% | -7.36% | |
| 31 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.46% | +0.01% | +0.44% | |
| 32 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.46% | -0.01% | +0.47% | |
| 33 | CI | THE Cigna Group | Stock-Healthcare | 0.46% | -0.02% | — | |
| 34 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.45% | +0.02% | +5.37% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.44% | -0.01% | +0.32% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.42% | +0.10% | +1.04% | |
| 37 | PRU | Prudential Financial Inc | Stock-Financials | 0.42% | +0.01% | +1.41% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.40% | -0.06% | +0.89% | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | 0.37% | -0.02% | +0.28% | |
| 40 | DDS | Dillards Inc-cl A | Stock-Other | 0.37% | -0.04% | +2.33% | |
| 41 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.35% | -0.09% | +0.13% | |
| 42 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.33% | -0.01% | +1.18% | |
| 43 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.33% | -0.23% | EXIT | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | -0.22% | EXIT | |
| 45 | HPQ | Hp Inc | Stock-Tech | 0.32% | -0.17% | EXIT | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.32% | +0.04% | +0.38% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.05% | +1.56% | |
| 48 | ON | On Semiconductor | Stock-Tech | 0.30% | +0.10% | — | |
| 49 | BEN | Franklin Resources Inc | Stock-Financials | 0.30% | +0.06% | +1.84% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.07% | +1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEI | Vanguard Int Tax-exempt Bond | +6.6% | NEW | New buy |
| 2 | COF | Capital One Financial CORP | +1.2% | +157.02% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.10% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +0.99% | Add |
| 5 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 6 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | NEW | New buy |
| 7 | SYF | Synchrony Financial | +0.1% | +0.56% | Add |
| 8 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +5.91% | Add |
| 9 | GNE | Genie Energy Ltd-b | 0% | +0.51% | Add |
| 10 | ON | On Semiconductor | 0% | — | Unchanged |
| 11 | BEN | Franklin Resources Inc | 0% | +1.84% | Add |
| 12 | IMTM | Ishares Msci Intl Momentum F | 0% | +5.37% | Add |
| 13 | EMR | Emerson Electric Co | 0% | +0.54% | Add |
| 14 | BKE | Buckle Inc/the | 0% | +7.90% | Add |
| 15 | PRDO | Perdoceo Education CORP | 0% | +0.51% | Add |
| 16 | MOS | Mosaic Co/the | 0% | +0.93% | Add |
| 17 | DDS | Dillards Inc-cl A | 0% | +2.33% | Add |
| 18 | ALGN | Align Technology Inc | 0% | — | Unchanged |
| 19 | CSCO | Cisco Systems Inc | — | +0.73% | Add |
| 20 | LH | Labcorp Holdings Inc | — | +0.31% | Add |
| 21 | ADM | Archer-daniels-midland Co | 0% | +1.18% | Add |
| 22 | VMBS | Vanguard Mortgage-backed Sec | 0% | +8.90% | Add |
| 23 | NUE | Nucor CORP | 0% | +0.52% | Add |
| 24 | GD | General Dynamics CORP | 0% | +0.56% | Add |
| 25 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.51% | Add |
| 26 | COP | Conocophillips | -0.1% | +0.91% | Add |
| 27 | BSV | Vanguard Short-term Bond ETF | -0.1% | -20.95% | Trim |
| 28 | IQLT | Ishares Msci International Q | -0.1% | +2.55% | Add |
| 29 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.1% | +0.61% | Add |
| 30 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | -0.35% | Trim |
| 31 | SQM | Quimica Y Minera Chil-sp Adr | -0.1% | — | Unchanged |
| 32 | FANG | Diamondback Energy Inc | -0.1% | +0.80% | Add |
| 33 | ELV | Elevance Health Inc | -0.1% | +0.38% | Add |
| 34 | VGSH | Vanguard Short-term Treasury | -0.1% | +6.22% | Add |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | +1.40% | Add |
| 36 | CVX | Chevron CORP | -0.1% | +1.21% | Add |
| 37 | HPQ | Hp Inc | -0.1% | +1.03% | Add |
| 38 | USX1 | United States Steel CORP | -0.1% | EXIT | Sold out |
| 39 | DOW | Dow Inc | -0.1% | +2.54% | Add |
| 40 | LYB | LyondellBasell Industries N.V. | -0.1% | +2.37% | Add |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -7.36% | Trim |
| 42 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +3.61% | Add |
| 43 | REGN | Regeneron Pharmaceuticals | -0.1% | +0.13% | Add |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | -1.25% | Trim |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +5.61% | Add |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.4% | -1.38% | Trim |
| 47 | VTV | Vanguard Value ETF | -0.8% | +0.09% | Add |
| 48 | AVUV | Avantis US Small Cap Value | -0.9% | +0.63% | Add |
| 49 | DFSEUR | Discover Financial Services | -1% | EXIT | Sold out |
| 50 | DGS | Wisdomtree Em Small Cap | -1.1% | -25.69% | Trim |
According to official SEC Form 13F filings, Unison Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 177 disclosed positions in Q2 2025.
During Q2 2025, Unison Advisors LLC's top holdings by market value included AVUV (10.9%)、AVDV (10.4%)、VTV (7.6%). The largest single position, AVUV, represented 10.9% 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 25.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
VTEI
市值: $58.6M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $7.8M
In Q2 2025, Unison Advisors LLC made 46 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 2 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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