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Unify Financial Advisors

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    clearwater, FL
  • CIK
    0002126814
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

89

$96.39M
SCHZ, IVV, VTI, SCHB
13F-HR
Apr 23, 2026
000142050626000717

94

$95.99M
SCHZ, IVV, VTI, SCHB
13F-HR
Apr 8, 2026
000142050626000654