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Unify Financial Advisors

Q1 2026 13F Holdings

  • Location
    clearwater, FL
  • Num holdings

    89

  • Value ($000)

    $96,387

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0002126814
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$8.67M
9 %

373,195

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.48M
8 %

11,449

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$6.19M
6 %

19,286

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$4.91M
5 %

195,740

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
92206C771
$4.43M
5 %

94,345

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.28M
3 %

28,964

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$2.54M
3 %

12,038

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$2.24M
2 %

29,013

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$1.98M
2 %

28,369

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$1.89M
2 %

25,354

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