Institutional Fund
Unify Financial Advisors
Clearwater, FLCIK 21268142 filings on record
Portfolio Value
$96.39M
Q1 2026
Holdings
89
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.4%
from $95.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr9.0%
- Ishares Tr7.8%
- Vanguard Index Fds6.4%
- Schwab Strategic Tr5.1%
- Vanguard Scottsdale Fds4.6%
- Ishares Tr3.4%
- Other63.7%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 373.2K | $8.67M | 9.0% | +14.0K | Added |
| 2 | Ishares Tr | 11.4K | $7.48M | 7.8% | +1.7K | Added |
| 3 | Vanguard Index Fds | 19.3K | $6.19M | 6.4% | +271 | Added |
| 4 | Schwab Strategic Tr | 195.7K | $4.91M | 5.1% | −1.6K | Reduced |
| 5 | Vanguard Scottsdale Fds | 94.3K | $4.43M | 4.6% | +16.8K | Added |
| 6 | Ishares Tr | 29.0K | $3.28M | 3.4% | +2.0K | Added |
| 7 | Ishares Tr | 12.0K | $2.54M | 2.6% | +2.7K | Added |
| 8 | Vanguard Star Fds | 29.0K | $2.24M | 2.3% | +847 | Added |
| 9 | Ishares Inc | 28.4K | $1.98M | 2.1% | +3.2K | Added |
| 10 | Ishares Tr | 25.4K | $1.89M | 2.0% | −3.6K | Reduced |
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