13F-HR filed by Unify Financial Advisors
Unify Financial Advisors filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-23, with 89 holding rows worth $96,386,976.
- Accession
- 0001420506-26-000717
- Filer
- CIK 2126814
- Filed
- 2026-04-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 89 entries on the cover page, a total value of $96,386,976 stated on the cover page (in dollars after the unit check, H1), rows summing to $96,386,976 with VALUE read as dollars as filed, 13F file number 028-26799. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 373,195 | $8,665,588 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,449 | $7,478,601 | dollars as filed | |
| VTI | 922908769 | COM | 19,286 | $6,187,142 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 195,740 | $4,913,082 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 94,345 | $4,429,498 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 28,964 | $3,276,118 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 12,038 | $2,541,824 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 29,013 | $2,237,192 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 28,369 | $1,978,738 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 25,354 | $1,885,070 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 72,276 | $1,788,831 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,666 | $1,733,806 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,349 | $1,611,393 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,904 | $1,552,859 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 7,676 | $1,472,334 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 6,935 | $1,444,352 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,712 | $1,386,082 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,287 | $1,282,405 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,457 | $1,281,655 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,342 | $1,237,108 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,287 | $1,152,174 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 11,320 | $1,140,150 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 10,204 | $1,136,419 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 41,547 | $1,065,265 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 42,269 | $1,052,921 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 31,197 | $1,027,941 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,580 | $984,975 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 19,165 | $959,017 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 3,995 | $958,760 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,654 | $946,303 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 5,600 | $919,128 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 29,452 | $892,985 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 17,557 | $881,377 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 9,683 | $867,500 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 16,325 | $858,042 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 8,854 | $822,335 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 2,732 | $762,911 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 3,459 | $756,656 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,213 | $714,778 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 23,006 | $708,125 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,900 | $684,963 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 4,945 | $683,992 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,314 | $660,424 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 8,832 | $635,286 | dollars as filed | |
| SCHD | 808524797 | COM | 20,589 | $631,671 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 26,651 | $610,574 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,630 | $597,625 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 7,644 | $585,072 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,613 | $545,113 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 22,044 | $535,008 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 5,636 | $529,671 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,090 | $510,808 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,508 | $509,463 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,691 | $502,329 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 4,154 | $492,747 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,660 | $476,188 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 2,588 | $464,624 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 6,846 | $455,122 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 2,315 | $438,924 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,450 | $438,248 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,010 | $436,704 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524649 | MUN BD ETF | 17,000 | $433,160 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 8,837 | $423,911 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 7,527 | $421,663 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,585 | $387,025 | dollars as filed | |
| ALBEMARLE CORP | 012653200 | 7.25% DEP SHS A | 4,820 | $346,317 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,656 | $342,536 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 1,966 | $339,292 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 2,537 | $332,220 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 14,440 | $331,831 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,515 | $308,196 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 980 | $304,426 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 814 | $286,406 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 7,965 | $282,598 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 568 | $261,842 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 8,129 | $256,795 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,310 | $251,415 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 3,141 | $247,071 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 723 | $237,787 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 669 | $229,614 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,425 | $227,780 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 530 | $220,872 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 7,561 | $219,874 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,501 | $216,790 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 577 | $214,500 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 6,690 | $214,147 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 623 | $212,935 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,794 | $212,515 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 1,891 | $207,462 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000717 | this filing | 2026-04-23 | acceptance time not in the bulk data set |