Unify Financial Advisors

Q1 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$96,387
Net value change ($000)
+397 (0.4%)
New positions
5
Sold out positions
10
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFG 907 396.1%
IVV 808 12.1%
VMBS 776 21.2%
GOVT 611 NEW
IVE 572 29.0%
DHR 439 NEW
MTUM 378 65.1%
PFF 359 67.2%
IEMG 289 17.1%
SCHZ 271 3.2%
Top Reduces (Value $000, Stocks/ETFs)
OEF -1,711 -100.0%
QUAL -1,051 -41.7%
ELV -479 -100.0%
MDT -456 -100.0%
PEP -421 -100.0%
IAU -297 -100.0%
SCHB -264 -5.1%
MSFT -254 -17.0%
LLY -229 -100.0%
NOBL -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type