Unify Financial Advisors ETF holdings
Clearwater, FL
Reported $75.3M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$75.3M
ETFs held
40
Change from prior quarter
+13.8%
With price moves
ETFs as a share of its 13F
69.6%
of $108.3M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.7M | 14,291 | +2,842 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $8.9M | 384,558 | +11,363 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.0M | 18,850 | −436 shares |
| SCHB | Schwab U.S. Broad Market ETF | $5.7M | 195,230 | −510 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $4.6M | 97,572 | +3,227 shares |
| SCHF | Schwab International Equity ETF | $3.4M | 123,186 | +50,910 shares |
| IVW | iShares S&P 500 Growth ETF | $3.2M | 23,344 | −5,620 shares |
| VXUS | Vanguard Total International Stock ETF | $2.6M | 30,333 | +1,320 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2.3M | 27,529 | −840 shares |
| EFG | iShares MSCI EAFE Growth ETF | $2.1M | 16,951 | +6,747 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002126814. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Unify Financial Advisors own?
Unify Financial Advisors reported 40 ETF positions worth $75.3M in its Form 13F for June 30, 2026. The largest was IVV, at $10.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.