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CIK: 0001695818
Total reported value
$1.4B
$1.4B
175 檔
38.9%
At the close of Q3 2025, Unison Advisors LLC disclosed equity holdings valued at approximately $1.4B, spread across 175 reported holdings.
In Q3 2025, Unison Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTEI, AVUV, VTV) accounted for 38.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 19.89% | -1.15% | +265.56% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.89% | +0.49% | +22.13% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 6.84% | +0.41% | +4.90% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.55% | +0.59% | +66.43% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.81% | -0.29% | -39.23% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.38% | +0.04% | -0.77% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.21% | -0.13% | -26.79% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.99% | -0.04% | -1.88% | |
| 9 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 2.49% | +0.39% | -29.60% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.30% | -0.01% | -17.23% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.82% | -0.04% | -0.95% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.53% | -0.02% | +0.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.51% | -0.08% | +0.01% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 1.49% | +0.01% | — | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.18% | -0.04% | +0.01% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.06% | -0.04% | -0.77% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.07% | -0.06% | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 0.69% | +0.02% | +0.43% | |
| 19 | GRMN | Garmin Ltd. | Stock-Tech | 0.63% | -0.03% | +0.42% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.60% | +0.04% | +0.30% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.56% | +0.24% | -5.37% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.02% | +0.50% | |
| 23 | NUE | Nucor CORP | Stock-Materials | 0.53% | +0.11% | +0.40% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | -0.54% | EXIT | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.50% | -0.01% | -1.06% | |
| 26 | PFG | Principal Financial Group | Stock-Financials | 0.46% | +0.05% | +0.95% | |
| 27 | DDS | Dillards Inc-cl A | Stock-Other | 0.45% | -0.04% | +0.05% | |
| 28 | FITB | Fifth Third Bancorp | Stock-Financials | 0.43% | +0.05% | +0.85% | |
| 29 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.43% | -0.01% | +0.46% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | -0.40% | EXIT | |
| 31 | MET | Metlife Inc | Stock-Financials | 0.40% | +0.03% | +0.71% | |
| 32 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.40% | +0.01% | +0.41% | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.38% | +0.10% | +1.00% | |
| 34 | GM | General Motors Co | Stock-Consumer Disc | 0.38% | -0.02% | +0.29% | |
| 35 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.36% | +0.02% | -6.68% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.01% | +0.32% | |
| 37 | PRU | Prudential Financial Inc | Stock-Financials | 0.34% | +0.01% | +1.27% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.33% | -0.02% | +0.47% | |
| 39 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.31% | — | +309.74% | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.31% | -0.01% | +0.93% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.31% | -0.06% | +0.81% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.31% | -0.09% | +0.15% | |
| 43 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.30% | -0.23% | EXIT | |
| 44 | HPQ | Hp Inc | Stock-Tech | 0.29% | -0.17% | EXIT | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.29% | -0.05% | -24.78% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.05% | +1.58% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.07% | +0.60% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.26% | -0.22% | EXIT | |
| 49 | NVR | Nvr Inc | Stock-Consumer Disc | 0.25% | -0.01% | — | |
| 50 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.25% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +1.9% | +66.43% | Add |
| 2 | COF | Capital One Financial CORP | +0.8% | — | Add |
| 3 | DDS | Dillards Inc-cl A | +0.1% | +0.05% | Add |
| 4 | ECHO | Echostar Corp-a | +0.1% | — | Unchanged |
| 5 | AVUV | Avantis US Small Cap Value | +0.1% | +22.13% | Add |
| 6 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 7 | BKE | Buckle Inc/the | 0% | +0.74% | Add |
| 8 | DINO | Hf Sinclair CORP | 0% | +1.13% | Add |
| 9 | PRDO | Perdoceo Education CORP | 0% | +0.42% | Add |
| 10 | CMRE | Costamare Inc. | 0% | +26.44% | Add |
| 11 | MLI | Mueller Industries Inc | — | +0.30% | Add |
| 12 | SYF | Synchrony Financial | 0% | +0.43% | Add |
| 13 | VLO | Valero Energy CORP | 0% | +0.78% | Add |
| 14 | DHI | Dr Horton Inc | 0% | +0.30% | Add |
| 15 | GM | General Motors Co | 0% | +0.29% | Add |
| 16 | ADM | Archer-daniels-midland Co | 0% | +0.93% | Add |
| 17 | LH | Labcorp Holdings Inc | 0% | +0.27% | Add |
| 18 | BEN | Franklin Resources Inc | 0% | — | Add |
| 19 | EMR | Emerson Electric Co | 0% | +0.37% | Add |
| 20 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | -5.37% | Add |
| 21 | GD | General Dynamics CORP | -0.1% | +0.50% | Add |
| 22 | IMTM | Ishares Msci Intl Momentum F | -0.1% | -6.68% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -0.06% | Add |
| 24 | FITB | Fifth Third Bancorp | -0.1% | +0.85% | Add |
| 25 | CVS | Cvs Health CORP | -0.1% | +1.00% | Add |
| 26 | CSCO | Cisco Systems Inc | -0.1% | +0.59% | Add |
| 27 | LEN | Lennar Corp-a | -0.1% | +0.46% | Add |
| 28 | NUE | Nucor CORP | -0.1% | +0.40% | Add |
| 29 | GRMN | Garmin Ltd. | -0.1% | +0.42% | Add |
| 30 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | -1.06% | Add |
| 31 | DOW | Dow Inc | -0.2% | +2.55% | Add |
| 32 | ELV | Elevance Health Inc | -0.2% | +0.48% | Add |
| 33 | LYB | LyondellBasell Industries N.V. | -0.2% | +2.25% | Add |
| 34 | CI | THE Cigna Group | -0.2% | +0.47% | Add |
| 35 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | +0.01% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.3% | +0.02% | Add |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -24.78% | Trim |
| 38 | VGSH | Vanguard Short-term Treasury | -0.3% | -0.77% | Add |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | -0.95% | Add |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.6% | -1.88% | Trim |
| 41 | IQLT | Ishares Msci International Q | -0.8% | -0.77% | Add |
| 42 | VTV | Vanguard Value ETF | -1.5% | +4.90% | Add |
| 43 | DEHP | Dimensional Emrg Mrk Hi Prof | -1.6% | -29.60% | Trim |
| 44 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -2.1% | -26.79% | Trim |
| 45 | DGS | Wisdomtree Em Small Cap | -2.1% | -17.23% | Trim |
| 46 | AVDV | Avantis Intl S/c Value ETF | -4.5% | -39.23% | Trim |
| 47 | VTEI | Vanguard Int Tax-exempt Bond | — | NEW | New buy |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 50 | USX1 | United States Steel CORP | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Unison Advisors LLC's top holdings by market value included VTEI (19.9%)、AVUV (11.9%)、VTV (6.8%). The largest single position, VTEI, represented 19.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VTEI
市值: $218.0M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $7.8M
In Q3 2025, Unison Advisors LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 8 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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