Unison Advisors LLC Top Holdings and 13F Report (2026) About Unison Advisors LLCInvestment ActivityUnison Advisors LLC has $1.32 billion in total holdings as of March 31, 2026.Unison Advisors LLC owns shares of 175 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 11.27% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Unison Advisors LLC has purchased 177 new stocks and bought additional shares in 116 stocks.Unison Advisors LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings VANGUARD MUN BD FDS $236,653,123Vanguard Value ETF $156,852,082Avantis U.S. Small Cap Value ETF $146,763,060iShares MSCI USA Quality Factor ETF $115,703,091Avantis International Small Cap Value ETF $82,637,140 Largest Purchases this Quarter Vanguard Value ETF 394,145 shares (about $77.33M)iShares MSCI USA Quality Factor ETF 229,969 shares (about $44.11M)VANGUARD MUN BD FDS 172,174 shares (about $17.21M)Vanguard Short-Term Corporate Bond ETF 24,248 shares (about $1.92M)Vanguard Short-Term Treasury ETF 29,141 shares (about $1.71M) Largest Sales this Quarter Vanguard International High Dividend Yield ETF 16,750 shares (about $1.58M)Schwab Fundamental Emerging Markets Equity ETF 25,937 shares (about $992.35K)SPDR Bloomberg 1-3 Month T-Bill ETF 3,730 shares (about $341.82K)Avantis International Small Cap Value ETF 1,428 shares (about $142.60K)Vanguard Global ex-U.S. Real Estate ETF 1,881 shares (about $83.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnison Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVANGUARD MUN BD FDS$236,653,123$17,207,070 ▲7.8%2,367,95218.0%INTERMEDIATE TRMVTVVanguard Value ETF$156,852,082$77,331,245 ▲97.2%799,45011.9%ETFAVUVAvantis U.S. Small Cap Value ETF$146,763,060$1,645,340 ▲1.1%1,328,53311.1%ETFQUALiShares MSCI USA Quality Factor ETF$115,703,091$44,110,368 ▲61.6%603,2178.8%ETFAVDVAvantis International Small Cap Value ETF$82,637,140$142,600 ▼-0.2%827,5306.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$40,184,528$801,859 ▲2.0%869,2313.0%ETFFNDFSchwab Fundamental International Equity ETF$38,568,678$329,201 ▲0.9%788,2422.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$37,212,717$992,350 ▼-2.6%972,6272.8%ETFDEHPDimensional Emerging Markets High Profitability ETF$30,655,821$278,362 ▲0.9%907,2452.3%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$26,753,453$41,168 ▲0.2%445,1492.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$22,367,342$1,922,136 ▲9.4%282,1671.7%ETFVYMVanguard High Dividend Yield ETF$17,588,119$3,703 ▲0.0%118,7581.3%ETFVTEBVanguard Tax-Exempt Bond ETF$16,477,177$4,590 ▲0.0%330,2701.3%ETFCOFCapital One Financial$14,076,846$47,979 ▲0.3%77,1631.1%FinanceVGSHVanguard Short-Term Treasury ETF$13,699,445$1,705,911 ▲14.2%234,0191.0%ETFVYMIVanguard International High Dividend Yield ETF$12,858,774$1,578,521 ▼-10.9%136,4471.0%ETFMETAMeta Platforms$8,941,820$6,866 ▲0.1%15,6290.7%Computer and TechnologyNUENucor$7,317,945$23,922 ▲0.3%43,1330.6%Basic MaterialsSYFSynchrony Financial$7,257,666$27,140 ▲0.4%106,6990.6%FinanceAMDAdvanced Micro Devices$7,124,9330.0%35,0240.5%Computer and TechnologyGRMNGarmin$6,603,237$27,841 ▲0.4%28,4610.5%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$5,991,531$166,791 ▲2.9%24,9660.5%ETFGDGeneral Dynamics$5,952,464$24,369 ▲0.4%17,3430.5%AerospaceVMBSVanguard Mortgage-Backed Securities ETF$5,881,200$209,679 ▲3.7%125,2650.4%ETFPRINCIPAL FINANCIAL GROUP IN$5,566,816$48,209 ▲0.9%61,7780.4%COMDHID.R. Horton$5,375,319$14,957 ▲0.3%39,1730.4%ConstructionCSCOCisco Systems$5,289,699$28,863 ▲0.5%68,1750.4%Computer and TechnologyGMGeneral Motors$5,108,540$9,164 ▲0.2%68,5710.4%Auto/Tires/TrucksSQMSociedad Quimica y Minera$5,058,7500.0%62,5000.4%Basic MaterialsFITBFifth Third Bancorp$5,022,314$40,674 ▲0.8%107,1770.4%FinanceREGNRegeneron Pharmaceuticals$4,658,246$4,636 ▲0.1%6,0290.4%MedicalDDSDillard's$4,582,142$2,290 ▲0.0%8,0050.3%Retail/WholesaleTRVTravelers Companies$4,558,375$17,501 ▲0.4%15,6280.3%FinanceVANGUARD INSTL INDEX FD$4,497,597$1,029,516 ▲29.7%59,4530.3%0-3 MO TREAS BILCBChubb$4,485,721$14,057 ▲0.3%13,7220.3%FinanceEOGEOG Resources$4,447,985$42,070 ▲1.0%30,7670.3%EnergyIMTMiShares MSCI Intl Momentum Factor ETF$4,315,605$120,194 ▲2.9%89,8710.3%ETFADMArcher Daniels Midland$4,187,234$33,946 ▲0.8%57,6040.3%Consumer StaplesCVSCVS Health$4,044,830$33,181 ▲0.8%56,3190.3%MedicalVLOValero Energy$3,913,500$24,214 ▲0.6%15,8390.3%EnergyCVXChevron$3,852,064$39,932 ▲1.0%18,6180.3%EnergyMETMetLife$3,815,485$27,369 ▲0.7%53,9520.3%FinanceXOMExxonMobil$3,795,803$31,217 ▲0.8%22,3730.3%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,690,229$341,815 ▼-8.5%40,2690.3%ETFLYBLyondellBasell Industries$3,685,942$101,747 ▲2.8%45,7540.3%Basic MaterialsPRUPrudential Financial$3,570,667$40,444 ▲1.1%36,5510.3%FinanceVZVerizon Communications$3,443,117$57,579 ▲1.7%68,5880.3%Computer and TechnologyCICigna Group$3,371,987$18,139 ▲0.5%12,6410.3%MedicalLENLennar$3,283,854$13,373 ▲0.4%37,8150.2%ConstructionONonsemi$3,219,8400.0%52,0000.2%Computer and TechnologyFANGDiamondback Energy$3,196,089$21,361 ▲0.7%16,1590.2%EnergyDOWDOW$3,133,830$40,817 ▲1.3%75,2420.2%Basic MaterialsLABCORP HOLDINGS INC$3,021,357$8,538 ▲0.3%11,3240.2%COM SHSEMREmerson Electric$2,838,418$10,744 ▲0.4%21,6640.2%IndustrialsBENFranklin Resources$2,741,053$67,635 ▲2.5%114,4490.2%FinancePFEPfizer$2,721,907$45,490 ▲1.7%96,9340.2%MedicalSATSEchoStar$2,671,4200.0%22,8190.2%Computer and TechnologyVNQVanguard Real Estate ETF$2,558,501$44,173 ▲1.8%28,8440.2%ETFSUBiShares Short-Term National Muni Bond ETF$2,479,039$320 ▲0.0%23,2770.2%ETFCOPConocoPhillips$2,360,952$20,460 ▲0.9%17,8860.2%EnergyKHCKraft Heinz$2,343,818$39,380 ▲1.7%104,2160.2%Consumer StaplesALBAlbemarle$2,336,816$5,218 ▲0.2%12,9870.2%Basic MaterialsHPQHP$2,303,448$31,021 ▲1.4%118,0650.2%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$2,287,693$60,270 ▲2.7%62,0980.2%ETFSTLDSteel Dynamics$2,223,768$6,319 ▲0.3%12,3180.2%Basic MaterialsNVRNVR$2,207,5940.0%3350.2%ConstructionELVElevance Health$2,175,133$9,368 ▲0.4%7,4300.2%MedicalBKEBuckle$2,130,580$13,194 ▲0.6%42,3070.2%Retail/WholesaleBBYBest Buy$2,008,557$27,628 ▲1.4%30,8250.2%Retail/WholesaleCTSHCognizant Technology Solutions$1,853,015$6,687 ▲0.4%30,2040.1%Computer and TechnologyALGNAlign Technology$1,813,0440.0%10,5760.1%MedicalHUMHumana$1,777,431$5,577 ▲0.3%10,1990.1%MedicalWYWeyerhaeuser$1,750,703$14,121 ▲0.8%71,6620.1%ConstructionTSNTyson Foods$1,739,629$14,736 ▲0.9%27,1520.1%Consumer StaplesTROWT. Rowe Price Group$1,641,088$19,200 ▲1.2%18,2060.1%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,628,852$35,694 ▲2.2%17,3410.1%ETFCORE NATURAL RESOURCES INC$1,476,274$1,361 ▲0.1%14,0960.1%COM SHSDINOHF Sinclair$1,469,222$14,599 ▲1.0%23,5490.1%EnergyHCCWarrior Met Coal$1,423,332$1,025 ▲0.1%15,2800.1%EnergyINTCIntel$1,383,7850.0%31,3570.1%Computer and TechnologyBPOPPopular$1,340,970$7,690 ▲0.6%9,9390.1%FinanceBFHBread Financial$1,328,923$4,119 ▲0.3%17,7450.1%FinanceUVEUniversal Insurance$1,328,619$5,636 ▲0.4%38,8940.1%FinanceVTIVanguard Total Stock Market ETF$1,295,579$6,096 ▼-0.5%4,0380.1%ETFPFFDGlobal X U.S. Preferred ETF$1,281,454$40,462 ▲3.3%69,6440.1%ETFOFGOFG Bancorp$1,257,886$9,019 ▲0.7%30,8230.1%FinancePHMPulteGroup$1,249,304$1,061 ▲0.1%10,5990.1%ConstructionCFCF Industries$1,172,455$7,011 ▲0.6%9,0300.1%Basic MaterialsVTVanguard Total World Stock ETF$1,150,734$8,161 ▲0.7%8,3190.1%ETFMCBMetropolitan Bank$1,128,746$2,082 ▲0.2%13,5520.1%FinanceSMSM Energy$1,125,7230.0%36,1040.1%EnergyCHRDChord Energy$1,074,5970.0%7,5580.1%EnergyVNQIVanguard Global ex-U.S. Real Estate ETF$1,069,219$83,612 ▼-7.3%24,0540.1%ETFOLNOlin$1,062,8780.0%35,7510.1%Basic MaterialsCRCCalifornia Resources$1,059,5500.0%15,3070.1%EnergyPERMIAN RESOURCES CORP$1,049,1150.0%49,2080.1%CLASS A COMARCBArcBest$1,033,4690.0%10,5070.1%TransportationINSWInternational Seaways$1,031,5440.0%14,1540.1%TransportationOVVOvintiv$1,025,9780.0%17,2840.1%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,022,3170.0%20,4670.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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