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Unify Financial Advisors

Q2 2026 13F Holdings

  • Location
    clearwater, FL
  • Num holdings

    90

  • Value ($000)

    $108,291

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.7M
10 %

14,291

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$8.89M
8 %

384,558

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$6.98M
6 %

18,850

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$5.65M
5 %

195,230

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
92206C771
$4.57M
4 %

97,572

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$3.41M
3 %

123,186

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.21M
3 %

23,344

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$2.59M
2 %

30,333

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$2.28M
2 %

27,529

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$2.11M
2 %

16,951

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