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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 VTI VANGUARD INDEX FDS 18,850.0 $7.0M 6.44% -165.0 -0.9% $370.03 +2.2%
2 SCHB SCHWAB STRATEGIC TR 195,230.0 $5.7M 5.22% -2K -1.1% $28.96 +2.2%
3 IVW ISHARES TR 23,344.0 $3.2M 2.96% -4K -13.4% $137.53 +0.8%
4 DELL DELL TECHNOLOGIES INC Technology 4,767.0 $2.1M 1.90% -1K -17.5% $431.46 +4.5%
5 IVE ISHARES TR 9,012.0 $2.0M 1.89% -279.0 -3.0% $227.06 +4.6%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,626.0 $2.0M 1.81% -85.0 -3.1% $746.77 +2.5%
7 AAPL APPLE INC Technology 6,263.0 $1.8M 1.67% -38.0 -0.6% $289.37 +6.6%
8 MU MICRON TECHNOLOGY INC Technology 1,507.0 $1.7M 1.61% -37.0 -2.4% $1154.29 -19.7%
9 GOOGL ALPHABET INC Communication Services 4,255.0 $1.5M 1.40% -56.0 -1.3% $357.37 -3.2%
10 EFV ISHARES TR 16,698.0 $1.3M 1.18% -12K -42.4% $76.55 +7.8%
11 PH PARKER-HANNIFIN CORP Industrials 1,262.0 $1.2M 1.14% -76.0 -5.7% $978.12 +4.1%
12 BAI BLACKROCK ETF TRUST 23,054.0 $1.2M 1.12% -5K -17.0% $52.72 -17.0%
13 SCHX SCHWAB STRATEGIC TR 40,363.0 $1.2M 1.10% -2K -4.9% $29.43 +2.6%
14 SCHR SCHWAB STRATEGIC TR 41,471.0 $1.0M 0.94% -2K -3.5% $24.66 -0.7%
15 TLH ISHARES TR 8,997.0 $903K 0.83% -4K -31.5% $100.35 -2.5%
16 SBUX STARBUCKS CORP Consumer Cyclical 8,686.0 $888K 0.82% -831.0 -8.7% $102.19 +3.7%
17 AMD ADVANCED MICRO DEVICES INC Technology 1,510.0 $877K 0.81% -15.0 -1.0% $580.91 -17.3%
18 IAGG ISHARES TR 15,512.0 $785K 0.72% -485.0 -3.0% $50.60 -1.3%
19 VZ VERIZON COMMUNICATIONS INC Communication Services 17,351.0 $735K 0.68% -402.0 -2.3% $42.34 +18.5%
20 WMT WALMART INC Consumer Defensive 5,310.0 $601K 0.56% -100.0 -1.9% $113.26 -6.6%
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%