Unify Financial Advisors

CIK

2126814

Location

CLEARWATER, FL

Portfolio Value

Small $107,326,180

Diversification

Diversified

Filing Date

Global Rank

#8,244 / 8,827 ▲ 21 · as of Jun 2026

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

-4.6%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 72.2%; sector active share 56.7% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

86 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.5%

−2.4 pts

Top 5

58.6%

−2.7 pts

Top 10

69.5%

−1.0 pts

HHI

1,190

Diversified−107

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.0%	$74,024,754	40
Technology	12.3%	$13,207,090	11
Communication Services	3.9%	$4,176,866	4
Consumer Cyclical	2.9%	$3,158,974	5
Financial Services	2.9%	$3,123,295	6
Consumer Defensive	2.4%	$2,574,975	4
Healthcare	2.3%	$2,441,156	6
Industrials	2.1%	$2,307,255	5
Utilities	1.0%	$1,110,403	2
Energy	0.9%	$956,743	2
Basic Materials	0.2%	$244,669	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+28,915	413,473	$9,137,753
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	+6,029	43,675	$1,346,937
IAGG	iShares Core International Aggregate Bond ETF	+3,359	18,871	$928,453
WMT	Walmart Inc.	+3,092	8,402	$873,135
IVV	iShares Core S&P 500 ETF	+1,606	15,897	$12,174,717
SCHB	Schwab U.S. Broad Market ETF	+1,092	196,322	$5,754,197
VXUS	Vanguard Total International Stock ETF	+856	31,189	$2,649,817
IVW	iShares S&P 500 Growth ETF	+714	24,058	$3,422,491
AMAT	Applied Materials Inc	+647	1,270	$649,452
IVE	iShares S&P 500 Value ETF	+637	9,649	$2,202,673
GOVT	iShares U.S. Treasury Bond ETF	+632	72,418	$1,583,781
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+628	17,264	$884,434
CEG	Constellation Energy Corp	+355	3,238	$822,516
GOOGL	Alphabet Inc.	+315	4,570	$1,572,445
RSP	Victory Portfolios II	+313	1,748	$0
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+235	7,494	$368,854
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+198	19,048	$7,128,523
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+127	5,132	$810,086
VZ	Verizon Communications Inc	+107	17,458	$800,798
AMZN	Amazon Com Inc	+92	6,908	$1,721,128
UBER	Uber Technologies, Inc	+64	9,793	$670,918
ISRG	Intuitive Surgical Inc	+59	900	$365,967
COST	Costco Wholesale Corp	+44	1,364	$1,241,703
META	Meta Platforms, Inc.	+34	1,733	$1,256,736
PG	PROCTER & GAMBLE Co	+4	1,510	$219,372
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−20,060	77,512	$3,442,307
IEMG	iShares Trust	−11,193	16,336	$0
SCHF	Schwab International Equity ETF	−3,963	119,223	$3,275,055
EFG	iShares MSCI EAFE Growth ETF	−3,047	13,904	$1,666,116
SCHO	Schwab Short-Term U.S. Treasury ETF	−1,617	21,357	$509,578
BAI	BlackRock ETF Trust	−1,395	21,659	$1,022,088
EFV	iShares MSCI EAFE Value ETF	−871	15,827	$1,252,548
SCHW	Schwab Charles Corp	−481	5,155	$503,849
DELL	Dell Technologies Inc.	−469	4,298	$2,312,109
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−462	41,009	$971,913
PFF	iShares Preferred and Income Securities ETF	−460	20,574	$606,933
ALB	Albemarle Corp	−401	2,313	$244,669
NVDA	Nvidia Corp	−387	8,495	$1,940,088
CRM	Salesforce, Inc.	−362	3,147	$722,456
DHR	Danaher Corp	−332	2,094	$463,925
MSFT	Microsoft Corp	−302	3,117	$1,598,709
SCHX	Schwab U.S. Large-Cap ETF	−270	40,093	$1,202,790
MU	Micron Technology Inc	−184	1,323	$1,409,140
JPM	Jpmorgan Chase & Co	−148	4,495	$1,487,080
TLH	iShares 10-20 Year Treasury Bond ETF	−145	8,852	$815,888
RPRX	Royalty Pharma plc	−102	8,700	$507,732
QUAL	iShares MSCI USA Quality Factor ETF	−61	2,249	$499,817
JCI	Johnson Controls International plc	−57	2,621	$389,611
PH	Parker-Hannifin Corp	−55	1,207	$1,153,191
AAPL	Apple Inc.	−45	6,218	$2,070,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VEU	Vanguard International Equity Index Funds	21,161	$1,755,728
CORO		31,734	$1,153,530
IDEF		19,718	$615,733
MA	Mastercard Inc	746	$411,396
BA	Boeing Co	1,662	$309,215
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
MTUM	iShares MSCI USA Momentum Factor ETF	2,765	$947,924
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	9,886	$868,781
ITA	iShares U.S. Aerospace & Defense ETF	3,560	$863,015
V	Visa Inc.	1,567	$537,622
AMRZ	Amrize Ltd	8,347	$444,895
AMT	American Tower Corp	2,101	$343,660
CELH	Celsius Holdings, Inc.	10,533	$308,406
HD	Home Depot, Inc.	698	$246,170
DAL	Delta Air Lines, Inc.	2,320	$217,291
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $107,326,180 total · filing declares 86 positions · $109,015,976 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	15,897	+1,606	$12,174,717	+13.8%	11.34%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	413,473	+28,915	$9,137,753	+2.7%	8.51%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	19,048	+198	$7,128,523	+2.2%	6.64%
SCHB	Schwab U.S. Broad Market ETF	Added	196,322	+1,092	$5,754,197	+1.8%	5.36%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	77,512	-20,060	$3,442,307	−24.6%	3.21%
IVW	iShares S&P 500 Growth ETF	Added	24,058	+714	$3,422,491	+6.6%	3.19%
SCHF	Schwab International Equity ETF	Reduced	119,223	-3,963	$3,275,055	−4.0%	3.05%
VXUS	Vanguard Total International Stock ETF	Added	31,189	+856	$2,649,817	+2.2%	2.47%
DELL	Dell Technologies Inc. Technology	Reduced	4,298	-469	$2,312,109	+12.4%	2.15%
IVE	iShares S&P 500 Value ETF	Added	9,649	+637	$2,202,673	+7.6%	2.05%
AAPL	Apple Inc. Technology	Reduced	6,218	-45	$2,070,718	+14.3%	1.93%
SPY	Spdr S&P 500 ETF Trust	Held	2,626	0	$2,002,666	+2.1%	1.87%
NVDA	Nvidia Corp Technology	Reduced	8,495	-387	$1,940,088	+9.2%	1.81%
VEU	Vanguard International Equity Index Funds	NEW	21,161	NEW	$1,755,728	NEW	1.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,908	+92	$1,721,128	+5.9%	1.60%
EFG	iShares MSCI EAFE Growth ETF	Reduced	13,904	-3,047	$1,666,116	−21.0%	1.55%
MSFT	Microsoft Corp Technology	Reduced	3,117	-302	$1,598,709	+25.4%	1.49%
GOVT	iShares U.S. Treasury Bond ETF	Added	72,418	+632	$1,583,781	−3.1%	1.48%
GOOGL	Alphabet Inc. Communication Services	Added	4,570	+315	$1,572,445	+3.4%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,495	-148	$1,487,080	−2.2%	1.39%
MU	Micron Technology Inc Technology	Reduced	1,323	-184	$1,409,140	−19.0%	1.31%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Added	43,675	+6,029	$1,346,937	+16.0%	1.25%
META	Meta Platforms, Inc. Communication Services	Added	1,733	+34	$1,256,736	+31.3%	1.17%
EFV	iShares MSCI EAFE Value ETF	Reduced	15,827	-871	$1,252,548	−2.0%	1.17%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,364	+44	$1,241,703	+0.6%	1.16%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	40,093	-270	$1,202,790	+1.3%	1.12%
CORO		NEW	31,734	NEW	$1,153,530	NEW	1.07%
PH	Parker-Hannifin Corp Industrials	Reduced	1,207	-55	$1,153,191	−6.6%	1.07%
VIG	Vanguard Specialized Funds	Reduced	4,630	-15	$1,080,225	−1.7%	1.01%
BAI	BlackRock ETF Trust	Reduced	21,659	-1,395	$1,022,088	−15.9%	0.95%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	41,009	-462	$971,913	−5.0%	0.91%
IAGG	iShares Core International Aggregate Bond ETF	Added	18,871	+3,359	$928,453	+18.3%	0.87%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,490	-20	$911,522	+3.9%	0.85%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	17,264	+628	$884,434	+1.4%	0.82%
WMT	Walmart Inc. Consumer Defensive	Added	8,402	+3,092	$873,135	+45.2%	0.81%
CEG	Constellation Energy Corp Utilities	Added	3,238	+355	$822,516	+14.9%	0.77%
TLH	iShares 10-20 Year Treasury Bond ETF	Reduced	8,852	-145	$815,888	−9.6%	0.76%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	8,663	-23	$813,975	−8.3%	0.76%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	5,132	+127	$810,086	+3.1%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	17,458	+107	$800,798	+9.0%	0.75%
CRM	Salesforce, Inc. Technology	Reduced	3,147	-362	$722,456	+31.4%	0.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,573	-29	$717,586	−6.2%	0.67%
UBER	Uber Technologies, Inc Technology	Added	9,793	+64	$670,918	−4.4%	0.63%
SCHD	Schwab U.S. Dividend Equity ETF	Held	20,589	0	$669,760	+2.6%	0.62%
AGG	iShares Core U.S. Aggregate Bond ETF	Held	6,900	0	$652,326	−4.5%	0.61%
AMAT	Applied Materials Inc Technology	Added	1,270	+647	$649,452	+44.2%	0.61%
MUB	iShares National Muni Bond ETF	Held	6,240	0	$630,864	−6.1%	0.59%
MPC	Marathon Petroleum Corp Energy	Held	1,585	0	$626,740	+54.7%	0.58%
IDEF		NEW	19,718	NEW	$615,733	NEW	0.57%
PFF	iShares Preferred and Income Securities ETF	Reduced	20,574	-460	$606,933	−5.4%	0.57%

Showing the top 50 of 86 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.