Unify Financial Advisors

Q2 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$108,291
Net value change ($000)
+11,904 (12.4%)
New positions
6
Sold out positions
5
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 3,223 43.1%
SCHWAB STRATEGIC TRUST 1,623 90.7%
MU 1,231 241.8%
DELL 1,138 123.8%
GOVT 1,024 167.6%
EFG 973 85.7%
VTI 788 12.7%
SCHB 741 15.1%
AMD 569 184.7%
FLRN 453 64.0%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -965 -65.6%
XOM -715 -100.0%
EFV -607 -32.2%
IVE -496 -19.5%
SHOP -493 -100.0%
NEE -485 -59.0%
INTU -437 -100.0%
ALB -346 -100.0%
PFF -252 -28.2%
DAL -238 -52.3%
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