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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 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 16,698.0 $1.3M 1.18% -12K -42.4% $76.55 +7.9%
22 MSFT MICROSOFT CORP Technology 3,419.0 $1.3M 1.18% +337.0 +10.9% $373.02 +31.8%
23 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,320.0 $1.2M 1.14% +33.0 +2.6% $935.47 +2.6%
24 PH PARKER-HANNIFIN CORP Industrials 1,262.0 $1.2M 1.14% -76.0 -5.7% $978.12 +3.9%
25 BAI BLACKROCK ETF TRUST 23,054.0 $1.2M 1.12% -5K -17.0% $52.72 -16.9%
26 SCHX SCHWAB STRATEGIC TR 40,363.0 $1.2M 1.10% -2K -4.9% $29.43 +2.7%
27 FLRN SPDR SERIES TRUST 37,646.0 $1.2M 1.07% +16K +77.0% $30.85 -0.1%
28 VIG VANGUARD SPECIALIZED FUNDS 4,645.0 $1.1M 1.01% $236.62 +3.2%
29 SCHR SCHWAB STRATEGIC TR 41,471.0 $1.0M 0.94% -2K -3.5% $24.66 -0.6%
30 META META PLATFORMS INC Communication Services 1,699.0 $957K 0.88% +150.0 +9.7% $563.29 +1.2%
31 MTUM ISHARES TR 2,765.0 $948K 0.88% +444.0 +19.1% $342.83 -11.8%
32 TLH ISHARES TR 8,997.0 $903K 0.83% -4K -31.5% $100.35 -2.4%
33 SBUX STARBUCKS CORP Consumer Cyclical 8,686.0 $888K 0.82% -831.0 -8.7% $102.19 +3.5%
34 AMD ADVANCED MICRO DEVICES INC Technology 1,510.0 $877K 0.81% -15.0 -1.0% $580.91 -17.5%
35 IGSB ISHARES TR 16,636.0 $872K 0.81% +471.0 +2.9% $52.41 -0.3%
36 SPYM SPDR SERIES TRUST 9,886.0 $869K 0.80% +5K +100.5% $87.88 +2.6%
37 ITA ISHARES TR 3,560.0 $863K 0.80% +1K +52.9% $242.42 -3.3%
38 VT VANGUARD INTL EQUITY INDEX F 5,005.0 $786K 0.72% +716.0 +16.7% $156.95 +2.6%
39 IAGG ISHARES TR 15,512.0 $785K 0.72% -485.0 -3.0% $50.60 -1.2%
40 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,602.0 $765K 0.71% +23.0 +1.5% $477.57 -12.6%
Page 2 of 5  ·  90 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%