§ 13F · FUND PROFILE
Unify Financial Advisors.
AUM · $108M (13F)Positions · 90Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $11M | — | +25% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | 385K | $9M | — | +3% |
| 3 | VTI | VANGUARD INDEX FDS | 19K | $7M | — | −2% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 195K | $6M | — | ±0% |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | 98K | $5M | — | +3% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 123K | $3M | — | +70% |
| 7 | IVW | ISHARES TR | 23K | $3M | — | −19% |
| 8 | VXUS | VANGUARD STAR FDS | 30K | $3M | — | +5% |
| 9 | IEMG | ISHARES INC | 28K | $2M | — | −3% |
| 10 | EFG | ISHARES TR | 17K | $2M | — | +66% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNIFY SIGNAL
AC read
Unify Financial Advisors is a institutional fund managing $108 million in assets. The fund runs a portfolio of 90 positions.
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