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Portfolio (Quarterly) Guide ↗

Unify Financial Advisors

· CIK 0002126814
13F Portfolio $108M AUM 90 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 9 New 34 Added 34 Reduced 13 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 14,291.0 $10.7M 9.88% +5K +46.7% $748.89 +2.7%
2 SCHZ SCHWAB STRATEGIC TR 384,558.0 $8.9M 8.21% +25K +7.0% $23.13 -1.1%
3 VMBS VANGUARD SCOTTSDALE FDS 97,572.0 $4.6M 4.22% +20K +25.8% $46.81 -0.8%
4 SCHF SCHWAB STRATEGIC TR 123,186.0 $3.4M 3.15% +53K +75.3% $27.70 +3.1%
5 VXUS VANGUARD STAR FDS 30,333.0 $2.6M 2.40% +2K +7.7% $85.49 +3.0%
6 IEMG ISHARES INC 27,529.0 $2.3M 2.11% +2K +9.5% $82.84 -1.2%
7 EFG ISHARES TR 16,951.0 $2.1M 1.95% +15K +744.6% $124.42 +1.3%
8 AMZN AMAZON COM INC Consumer Cyclical 6,816.0 $1.6M 1.50% +335.0 +5.2% $238.34 +9.4%
9 MSFT MICROSOFT CORP Technology 3,419.0 $1.3M 1.18% +337.0 +10.9% $373.02 +31.5%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,320.0 $1.2M 1.14% +33.0 +2.6% $935.47 +2.9%
11 FLRN SPDR SERIES TRUST 37,646.0 $1.2M 1.07% +16K +77.0% $30.85 -0.1%
12 META META PLATFORMS INC Communication Services 1,699.0 $957K 0.88% +150.0 +9.7% $563.29 +0.6%
13 MTUM ISHARES TR 2,765.0 $948K 0.88% +444.0 +19.1% $342.83 -11.8%
14 IGSB ISHARES TR 16,636.0 $872K 0.81% +471.0 +2.9% $52.41 -0.4%
15 SPYM SPDR SERIES TRUST 9,886.0 $869K 0.80% +5K +100.5% $87.88 +2.6%
16 ITA ISHARES TR 3,560.0 $863K 0.80% +1K +52.9% $242.42 -3.5%
17 VT VANGUARD INTL EQUITY INDEX F 5,005.0 $786K 0.72% +716.0 +16.7% $156.95 +2.5%
18 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,602.0 $765K 0.71% +23.0 +1.5% $477.57 -12.7%
19 CEG CONSTELLATION ENERGY CORP Utilities 2,883.0 $716K 0.66% +659.0 +29.6% $248.37 +12.7%
20 UBER UBER TECHNOLOGIES INC Technology 9,729.0 $702K 0.65% +2K +21.7% $72.16 +10.9%
Page 1 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Financial Services 15.5%
Consumer Cyclical 10.2%
Communication Services 9.5%
Consumer Defensive 7.6%
Healthcare 7.0%
Industrials 6.9%
Utilities 3.1%
Energy 2.0%
Basic Materials 1.1%