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CIK: 0001695818
Total reported value
$1.4B
$1.4B
175 檔
51.5%
The Q1 2026 SEC filing reveals that Unison Advisors LLC held a total portfolio value of $1.4B, covering 175 public equity positions.
In Q1 2026, Unison Advisors LLC displayed an active expansion posture, initiating 0 new positions and adding to 116 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTEI, VTV, AVUV) accounted for 51.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 17.95% | -1.15% | +7.84% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.90% | +0.41% | +97.25% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.13% | +0.49% | +1.13% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.78% | +0.59% | +61.61% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.27% | -0.29% | -0.17% | |
| 6 | IQLT | Ishares Msci International Q | ETF-Other | 3.05% | +0.04% | +2.04% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.93% | -0.04% | +0.86% | |
| 8 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.82% | -0.13% | -2.60% | |
| 9 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 2.33% | +0.39% | +0.92% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.03% | -0.01% | +0.15% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.70% | -0.04% | +9.40% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | -0.02% | +0.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | -0.08% | +0.03% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 1.07% | +0.01% | +0.34% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.04% | -0.04% | +14.22% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.98% | -0.04% | -10.93% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.07% | +0.08% | |
| 18 | NUE | Nucor CORP | Stock-Materials | 0.56% | +0.11% | +0.33% | |
| 19 | SYF | Synchrony Financial | Stock-Financials | 0.55% | +0.02% | +0.38% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | -0.54% | EXIT | |
| 21 | GRMN | Garmin Ltd. | Stock-Tech | 0.50% | -0.03% | +0.42% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.45% | +0.24% | +2.86% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 0.45% | -0.02% | +0.41% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.45% | -0.01% | +3.70% | |
| 25 | PFG | Principal Financial Group | Stock-Financials | 0.42% | +0.05% | +0.87% | |
| 26 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.41% | +0.04% | +0.28% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.40% | EXIT | |
| 28 | GM | General Motors Co | Stock-Consumer Disc | 0.39% | -0.02% | +0.18% | |
| 29 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.38% | -0.06% | — | |
| 30 | FITB | Fifth Third Bancorp | Stock-Financials | 0.38% | +0.05% | +0.82% | |
| 31 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.35% | -0.09% | +0.10% | |
| 32 | DDS | Dillards Inc-cl A | Stock-Other | 0.35% | -0.04% | +0.05% | |
| 33 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.35% | +0.01% | +0.39% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.34% | — | +29.69% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.34% | -0.01% | +0.31% | |
| 36 | EOG | Eog Resources Inc | Stock-Energy | 0.34% | -0.06% | +0.95% | |
| 37 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.33% | +0.02% | +2.86% | |
| 38 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.32% | -0.01% | +0.82% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 0.31% | +0.10% | +0.83% | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.30% | -0.01% | +0.62% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.07% | +1.05% | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.29% | +0.03% | +0.72% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.08% | +0.83% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | -0.05% | -8.48% | |
| 45 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.28% | -0.11% | +2.84% | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.27% | +0.01% | +1.15% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.05% | +1.70% | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.26% | -0.02% | +0.54% | |
| 49 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.25% | -0.01% | +0.41% | |
| 50 | ON | On Semiconductor | Stock-Tech | 0.24% | +0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +5.1% | +97.25% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +2.3% | +61.61% | Add |
| 3 | LYB | LyondellBasell Industries N.V. | +0.1% | +2.84% | Add |
| 4 | DOW | Dow Inc | +0.1% | +1.32% | Add |
| 5 | VLO | Valero Energy CORP | +0.1% | +0.62% | Add |
| 6 | EOG | Eog Resources Inc | +0.1% | +0.95% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.83% | Add |
| 8 | CVX | Chevron CORP | 0% | +1.05% | Add |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | 0% | +29.69% | Add |
| 10 | COP | Conocophillips | 0% | +0.87% | Add |
| 11 | ADM | Archer-daniels-midland Co | 0% | +0.82% | Add |
| 12 | FANG | Diamondback Energy Inc | 0% | +0.67% | Add |
| 13 | CF | Cf Industries Holdings Inc | 0% | +0.60% | Add |
| 14 | SM | Sm Energy Co | 0% | — | Unchanged |
| 15 | VZ | Verizon Communications Inc | 0% | +1.70% | Add |
| 16 | ALB | Albemarle CORP | 0% | +0.22% | Add |
| 17 | DINO | Hf Sinclair CORP | 0% | +1.00% | Add |
| 18 | CRC | California Resources CORP | 0% | — | Unchanged |
| 19 | CHRD | Chord Energy CORP | 0% | — | Unchanged |
| 20 | PR | Permian Resources Corp-cl A | 0% | — | Unchanged |
| 21 | OVV | Ovintiv Inc | 0% | — | Unchanged |
| 22 | INSW | International Seaways, Inc. | 0% | — | Unchanged |
| 23 | MTDR | Matador Resources Co | 0% | +0.89% | Add |
| 24 | LPG | Dorian LPG Ltd. | 0% | — | Unchanged |
| 25 | T86 | Tri Pointe Homes Inc | 0% | — | Unchanged |
| 26 | WLK | Westlake CORP | 0% | +0.61% | Add |
| 27 | OLN | Olin CORP | 0% | — | Unchanged |
| 28 | STNG | Scorpio Tankers Inc. | 0% | — | Unchanged |
| 29 | MGY | Magnolia Oil & Gas CORP - A | 0% | — | Unchanged |
| 30 | TNK | Teekay Tankers Ltd. | 0% | +0.41% | Add |
| 31 | ARCB | Arcbest CORP | 0% | — | Unchanged |
| 32 | ARW | Arrow Electronics Inc | 0% | — | Unchanged |
| 33 | DIOD | Diodes Inc | 0% | — | Unchanged |
| 34 | RES | Rpc Inc | 0% | — | Unchanged |
| 35 | GNK | Genco Shipping & Trading Limited | 0% | — | Unchanged |
| 36 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | — | Unchanged |
| 37 | GRMN | Garmin Ltd. | — | +0.42% | Add |
| 38 | SQM | Quimica Y Minera Chil-sp Adr | — | — | Unchanged |
| 39 | PFE | Pfizer Inc | — | +1.70% | Add |
| 40 | CNR | Core Natural Resources Inc | — | +0.09% | Add |
| 41 | INTC | Intel CORP | — | — | Unchanged |
| 42 | CTRA | Coterra Energy Inc | — | +0.88% | Add |
| 43 | FMC | Fmc CORP | — | — | Unchanged |
| 44 | ALGN | Align Technology Inc | — | — | Unchanged |
| 45 | GRNT | Granite Ridge Resources Inc | — | — | Unchanged |
| 46 | ABEV | Ambev Sa-adr | — | +0.48% | Add |
| 47 | ASO | Academy Sports & Outdoors In | — | — | Unchanged |
| 48 | MCB | Metropolitan Bank Holding Co | — | +0.18% | Add |
| 49 | AGCO | Agco CORP | — | +0.24% | Add |
| 50 | CCNE | Cnb Financial Corp/pa | — | +0.68% | Add |
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 2026.
During Q1 2026, Unison Advisors LLC's top holdings by market value included VTEI (17.9%)、VTV (11.9%)、AVUV (11.1%). The largest single position, VTEI, represented 17.9% of total portfolio value.
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Top Position Liquidated / Trimmed
TGNA
前期市值: $651.0K
In Q1 2026, Unison Advisors LLC made 126 total portfolio adjustments, initiating 0 new buys, adding to 116 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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