Unify Financial Advisors
Top Portfolio Positions
50 positions ·
$31,129,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
2,666 | $1,733,806 | 5.57% | |
| AAPL |
Apple Inc.
Technology
|
6,349 | $1,611,312 | 5.18% | |
| NVDA |
Nvidia Corp
Technology
|
8,904 | $1,552,857 | 4.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,935 | $1,444,352 | 4.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,712 | $1,386,081 | 4.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,287 | $1,282,405 | 4.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,457 | $1,281,654 | 4.12% | |
| MSFT |
Microsoft Corp
Technology
|
3,342 | $1,237,108 | 3.97% | |
| PH |
Parker-Hannifin Corp
Industrials
|
1,287 | $1,152,173 | 3.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,654 | $946,303 | 3.04% |
Portfolio Trend
2 quarters · across all stocks
Holdings in TY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,795 | 8,129 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $270,555 | 8,284 | Shares | Sole | 2026-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||