Unify Financial Advisors

Q3 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$109,016
Net value change ($000)
+725 (0.7%)
New positions
5
Sold out positions
9
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VEU 1,756 NEW
IVV 1,473 13.8%
CORO 1,154 NEW
IDEF 616 NEW
MA 412 NEW
MSFT 324 25.4%
BA 309 NEW
META 300 31.3%
WMT 272 45.3%
AAPL 259 14.3%
Top Reduces (Value $000, Stocks/ETFs)
VMBS -1,125 -24.6%
IEMG -955 -41.9%
MTUM -948 -100.0%
SPYM -869 -100.0%
ITA -863 -100.0%
V -538 -100.0%
AMRZ -445 -100.0%
EFG -443 -21.0%
AMT -344 -100.0%
MU -331 -19.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type