Unify Financial Advisors Top Holdings and 13F Report (2026) About Unify Financial AdvisorsInvestment ActivityUnify Financial Advisors has $109.02 million in total holdings as of September 30, 2026.Unify Financial Advisors owns shares of 86 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 7.73% of the portfolio was sold this quarter.This quarter, Unify Financial Advisors has purchased 90 new stocks and bought additional shares in 26 stocks.Unify Financial Advisors sold shares of 32 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $12,174,806Schwab U.S. Aggregate Bond ETF $9,137,760Vanguard Total Stock Market ETF $7,128,541Schwab US Broad Market ETF $5,754,203Vanguard Mortgage-Backed Securities ETF $3,442,308 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $1,755,734 Holding09290C764 - BLACKROCK ETF TRUST $1,153,539 Holding09290C699 - BLACKROCK ETF TRUST $615,747 Holding57636Q104 - Mastercard $411,507 Holding097023105 - Boeing $309,201 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 21,161 shares (about $1.76M)iShares Core S&P 500 ETF 1,606 shares (about $1.23M)BLACKROCK ETF TRUST 31,734 shares (about $1.15M)Schwab U.S. Aggregate Bond ETF 28,915 shares (about $639.02K)BLACKROCK ETF TRUST 19,718 shares (about $615.75K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 11,193 shares (about $908.42K)Vanguard Mortgage-Backed Securities ETF 20,060 shares (about $890.86K)iShares MSCI EAFE Growth ETF 3,047 shares (about $365.11K)Dell Technologies 469 shares (about $252.30K)Micron Technology 184 shares (about $195.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnify Financial Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$12,174,806$1,229,964 ▲11.2%15,89711.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,137,760$639,022 ▲7.5%413,4738.4%ETFVTIVanguard Total Stock Market ETF$7,128,541$74,100 ▲1.1%19,0486.5%ETFSCHBSchwab US Broad Market ETF$5,754,203$32,007 ▲0.6%196,3225.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,442,308$890,865 ▼-20.6%77,5123.2%ETFIVWiShares S&P 500 Growth ETF$3,422,467$101,573 ▲3.1%24,0583.1%ETFSCHFSchwab International Equity ETF$3,275,056$108,864 ▼-3.2%119,2233.0%ETFVXUSVanguard Total International Stock ETF$2,649,817$72,726 ▲2.8%31,1892.4%ETFDELLDell Technologies$2,312,084$252,296 ▼-9.8%4,2982.1%TechnologyIVEiShares S&P 500 Value ETF$2,202,584$145,408 ▲7.1%9,6492.0%ETFAAPLApple$2,070,786$14,986 ▼-0.7%6,2181.9%TechnologySPYSPDR S&P 500 ETF Trust$2,002,6660.0%2,6261.8%ETFNVDANVIDIA$1,940,010$88,380 ▼-4.4%8,4951.8%TechnologyVEUVanguard FTSE All-World ex-US ETF$1,755,734$1,755,734 ▲New Holding21,1611.6%ETFAMZNAmazon.com$1,721,049$22,921 ▲1.3%6,9081.6%Consumer DiscretionaryEFGiShares MSCI EAFE Growth ETF$1,666,072$365,112 ▼-18.0%13,9041.5%ETFMSFTMicrosoft$1,598,817$154,906 ▼-8.8%3,1171.5%TechnologyGOVTiShares U.S. Treasury Bond ETF$1,583,783$13,822 ▲0.9%72,4181.5%ETFGOOGLAlphabet$1,572,569$108,394 ▲7.4%4,5701.4%Communication ServicesJPMJPMorgan Chase & Co.$1,487,243$48,968 ▼-3.2%4,4951.4%FinanceMUMicron Technology$1,409,141$195,980 ▼-12.2%1,3231.3%TechnologyFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$1,346,938$185,934 ▲16.0%43,6751.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,325,825$908,421 ▼-40.7%16,3361.2%ETFMETAMeta Platforms$1,256,554$24,653 ▲2.0%1,7331.2%Communication ServicesEFViShares MSCI EAFE Value ETF$1,252,542$68,931 ▼-5.2%15,8271.1%ETFCOSTCostco Wholesale$1,241,691$40,055 ▲3.3%1,3641.1%Consumer StaplesSCHXSchwab US Large-Cap ETF$1,202,790$8,100 ▼-0.7%40,0931.1%ETFBLACKROCK ETF TRUST$1,153,539$1,153,539 ▲New Holding31,7341.1%ISHA IN CTRY ETFPHParker-Hannifin$1,153,379$52,557 ▼-4.4%1,2071.1%IndustrialsVIGVanguard Dividend Appreciation ETF$1,080,225$3,500 ▼-0.3%4,6301.0%ETFBLACKROCK ETF TRUST$1,022,070$65,829 ▼-6.1%21,6590.9%ISHA I IN TE ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$971,913$10,949 ▼-1.1%41,0090.9%ETFIAGGiShares Core International Aggregate Bond ETF$928,430$165,259 ▲21.7%18,8710.9%ETFAMDAdvanced Micro Devices$911,522$12,235 ▼-1.3%1,4900.8%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$884,435$32,172 ▲3.8%17,2640.8%ETFWALMART INC$873,141$321,323 ▲58.2%8,4020.8%COMCEGConstellation Energy$822,584$90,184 ▲12.3%3,2380.8%UtilitiesTLHiShares 10-20 Year Treasury Bond ETF$815,881$13,365 ▼-1.6%8,8520.7%ETFSBUXStarbucks$813,934$2,161 ▼-0.3%8,6630.7%Consumer DiscretionaryVTVanguard Total World Stock ETF$810,086$20,047 ▲2.5%5,1320.7%ETFVZVerizon Communications$800,797$4,908 ▲0.6%17,4580.7%Communication ServicesCRMSalesforce$722,429$83,101 ▼-10.3%3,1470.7%TechnologyTSMTaiwan Semiconductor Manufacturing$717,587$13,230 ▼-1.8%1,5730.7%TechnologyUBERUber Technologies$670,913$4,385 ▲0.7%9,7930.6%IndustrialsSCHDSchwab US Dividend Equity ETF$669,7600.0%20,5890.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$652,3260.0%6,9000.6%ETFAMATApplied Materials$649,447$330,860 ▲103.9%1,2700.6%TechnologyMUBiShares National Muni Bond ETF$630,8640.0%6,2400.6%ETFMPCMarathon Petroleum$626,7410.0%1,5850.6%EnergyBLACKROCK ETF TRUST$615,747$615,747 ▲New Holding19,7180.6%ISHARES DEFENSEPFFiShares Preferred and Income Securities ETF$606,940$13,570 ▼-2.2%20,5740.6%ETFJNJJohnson & Johnson$553,3040.0%2,0900.5%HealthcareGOOGAlphabet$546,888$10,222 ▼-1.8%1,6050.5%Communication ServicesSCHOSchwab Short-Term U.S. Treasury ETF$509,587$38,582 ▼-7.0%21,3570.5%ETFRPRXRoyalty Pharma$507,753$5,953 ▼-1.2%8,7000.5%HealthcareSCHWCharles Schwab$503,803$47,009 ▼-8.5%5,1550.5%FinanceQUALiShares MSCI USA Quality Factor ETF$499,818$13,557 ▼-2.6%2,2490.5%ETFDHRDanaher$463,936$73,556 ▼-13.7%2,0940.4%HealthcareMAMastercard$411,507$411,507 ▲New Holding7460.4%FinanceSCMBSchwab Municipal Bond ETF$410,7200.0%17,0000.4%ETFJCIJohnson Controls International$389,622$8,473 ▼-2.1%2,6210.4%IndustrialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$368,878$11,567 ▲3.2%7,4940.3%ETFISRGIntuitive Surgical$365,957$23,991 ▲7.0%9000.3%HealthcareRSPInvesco S&P 500 Equal Weight ETF$363,619$65,110 ▲21.8%1,7480.3%ETFAMGNAmgen$343,1090.0%8140.3%HealthcareCVXChevron$330,0550.0%1,6160.3%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$311,2100.0%3,1410.3%ETFBABoeing$309,201$309,201 ▲New Holding1,6620.3%IndustrialsPZAInvesco National AMT-Free Municipal Bond ETF$308,8720.0%14,4400.3%ETFNEENextEra Energy$287,877$2,954 ▼-1.0%3,8010.3%UtilitiesTYTri Continental$276,2310.0%8,0440.3%FinanceXLKTechnology Select Sector SPDR Fund$268,1780.0%1,3700.2%ETFVTEBVanguard Tax-Exempt Bond ETF$260,4800.0%5,5000.2%ETFSCHASchwab US Small-Cap ETF$246,7150.0%7,5610.2%ETFALBAlbemarle$244,617$42,409 ▼-14.8%2,3130.2%MaterialsBANK OF NY MELLON CORP$242,9780.0%1,6800.2%COMKOCoca-Cola$240,726$86 ▲0.0%2,7970.2%Consumer StaplesTTTrane Technologies$239,5490.0%5300.2%IndustrialsPGProcter & Gamble$219,415$581 ▲0.3%1,5100.2%Consumer StaplesGDGeneral Dynamics$215,7000.0%6500.2%IndustrialsMCDMcDonald's$213,3890.0%9240.2%Consumer DiscretionaryLLYEli Lilly and Company$207,117$34,712 ▼-14.4%1790.2%HealthcareCMGChipotle Mexican Grill$205,7580.0%6,4400.2%Consumer DiscretionaryTSLATesla$204,7250.0%5770.2%Consumer DiscretionaryAVGOBroadcom$204,3930.0%5820.2%TechnologyAFLAflac$201,7630.0%1,8050.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$0$947,925 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$868,782 ▼-100.0%00.0%ETFITAiShares U.S. Aerospace & Defense ETF$0$863,015 ▼-100.0%00.0%ETFVVisa$0$537,622 ▼-100.0%00.0%FinanceAMRIZE LTD$0$444,895 ▼-100.0%00.0%SHSAMTAmerican Tower$0$343,661 ▼-100.0%00.0%Real EstateCELHCelsius$0$308,406 ▼-100.0%00.0%Consumer StaplesHDHome Depot$0$246,171 ▼-100.0%00.0%Consumer DiscretionaryDALDelta Air Lines$0$217,291 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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