Unify Financial Advisors
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 108,291
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 90 | 108,291 | 13F-HR | Unify Financial Advisors |
| Q1 2026 | 4/23/2026 | 89 | 96,387 | 13F-HR | Unify Financial Advisors |
| Q4 2025 | 4/8/2026 | 94 | 95,990 | 13F-HR | Unify Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.97 K | 30.4% | 2.752 K | 0 | 2.752 K |
| ETFs | 75.32 K | 69.6% | 9.154 K | 0 | 9.154 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
108,291
Holdings
90
QoQ value change ($000)
11,904
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.