2026 Q1 Portfolio Activity
In 2026 Q1, Unify Financial Advisors maintained a portfolio of 94 distinct positions.
Position History
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Total Positions
94
Quarter
2026 Q1
Top Holding
SCHZ (8.7%)
Top 10 Concentration
44.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
Unify Financial Advisors Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 8.75% | — |
#1
Prev: #—
|
9.0 |
—
|
359,234 | — |
NEW
|
359,234 | $8,395,299 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IVV
ISHARES TR
|
ETF | 6.95% | — |
#2
Prev: #—
|
7.8 |
—
|
9,740 | — |
NEW
|
9,740 | $6,671,316 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.64% | — |
#3
Prev: #—
|
7.2 |
—
|
19,015 | — |
NEW
|
19,015 | $6,375,159 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 5.39% | — |
#4
Prev: #—
|
6.2 |
—
|
197,362 | — |
NEW
|
197,362 | $5,176,807 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 3.81% | — |
#5
Prev: #—
|
5.5 |
—
|
77,594 | — |
NEW
|
77,594 | $3,653,126 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IVW
ISHARES TR
|
Warrant | 3.46% | — |
#6
Prev: #—
|
4.9 |
—
|
26,950 | — |
NEW
|
26,950 | $3,321,857 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
QUAL
ISHARES TR
|
ETF | 2.63% | — |
#7
Prev: #—
|
4.6 |
—
|
12,705 | — |
NEW
|
12,705 | $2,523,467 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.21% | — |
#8
Prev: #—
|
4.4 |
—
|
28,166 | — |
NEW
|
28,166 | $2,124,843 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EFV
ISHARES TR
|
ETF | 2.16% | — |
#9
Prev: #—
|
4.4 |
—
|
29,003 | — |
NEW
|
29,003 | $2,071,104 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IVE
ISHARES TR
|
ETF | 2.05% | — |
#10
Prev: #—
|
4.3 |
—
|
9,291 | — |
NEW
|
9,291 | $1,970,342 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.93% | — |
#11
Prev: #—
|
4.3 |
—
|
2,711 | — |
NEW
|
2,711 | $1,848,685 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 1.78% | — |
#12
Prev: #—
|
4.2 |
—
|
6,301 | — |
NEW
|
6,301 | $1,713,076 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
OEF
ISHARES TR
|
ETF | 1.78% | — |
#13
Prev: #—
|
4.2 |
—
|
4,990 | — |
NEW
|
4,990 | $1,711,420 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IEMG
ISHARES INC
|
ETF | 1.76% | — |
#14
Prev: #—
|
4.2 |
—
|
25,140 | — |
NEW
|
25,140 | $1,689,911 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.76% | — |
#15
Prev: #—
|
4.2 |
—
|
70,270 | — |
NEW
|
70,270 | $1,689,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.72% | — |
#16
Prev: #—
|
4.2 |
—
|
8,841 | — |
NEW
|
8,841 | $1,648,847 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.57% | — |
#17
Prev: #—
|
4.1 |
—
|
4,663 | — |
NEW
|
4,663 | $1,502,512 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.56% | — |
#18
Prev: #—
|
4.1 |
—
|
6,481 | — |
NEW
|
6,481 | $1,495,944 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.55% | — |
#19
Prev: #—
|
4.1 |
—
|
3,082 | — |
NEW
|
3,082 | $1,490,517 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.41% | — |
#20
Prev: #—
|
4.1 |
—
|
4,311 | — |
NEW
|
4,311 | $1,349,343 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TLH
ISHARES TR
|
ETF | 1.39% | — |
#21
Prev: #—
|
4.1 |
—
|
13,128 | — |
NEW
|
13,128 | $1,334,724 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.23% | — |
#22
Prev: #—
|
4.0 |
—
|
1,338 | — |
NEW
|
1,338 | $1,176,048 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.19% | — |
#23
Prev: #—
|
4.0 |
—
|
42,459 | — |
NEW
|
42,459 | $1,142,572 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.16% | — |
#24
Prev: #—
|
4.0 |
—
|
1,287 | — |
NEW
|
1,287 | $1,109,832 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 1.12% | — |
#25
Prev: #—
|
3.9 |
—
|
42,993 | — |
NEW
|
42,993 | $1,078,264 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.07% | — |
#26
Prev: #—
|
3.9 |
—
|
1,549 | — |
NEW
|
1,549 | $1,022,479 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.06% | — |
#27
Prev: #—
|
3.9 |
—
|
4,630 | — |
NEW
|
4,630 | $1,017,581 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.96% | — |
#28
Prev: #—
|
3.9 |
—
|
27,771 | — |
NEW
|
27,771 | $924,774 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IGSB
ISHARES TR
|
ETF | 0.89% | — |
#29
Prev: #—
|
3.9 |
—
|
16,165 | — |
NEW
|
16,165 | $854,805 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.83% | — |
#30
Prev: #—
|
3.8 |
—
|
9,517 | — |
NEW
|
9,517 | $801,427 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.83% | — |
#31
Prev: #—
|
3.8 |
—
|
15,997 | — |
NEW
|
15,997 | $800,010 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.82% | — |
#32
Prev: #—
|
3.8 |
—
|
2,224 | — |
NEW
|
2,224 | $785,672 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.77% | — |
#33
Prev: #—
|
3.8 |
—
|
9,201 | — |
NEW
|
9,201 | $738,675 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.76% | — |
#34
Prev: #—
|
3.8 |
—
|
5,780 | — |
NEW
|
5,780 | $727,586 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.75% | — |
#35
Prev: #—
|
3.8 |
—
|
17,753 | — |
NEW
|
17,753 | $723,071 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AGG
ISHARES TR
|
ETF | 0.72% | — |
#36
Prev: #—
|
3.8 |
—
|
6,900 | — |
NEW
|
6,900 | $689,172 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.72% | — |
#37
Prev: #—
|
3.8 |
—
|
2,599 | — |
NEW
|
2,599 | $688,501 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 0.68% | — |
#38
Prev: #—
|
3.8 |
—
|
21,265 | — |
NEW
|
21,265 | $653,473 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.68% | — |
#39
Prev: #—
|
3.8 |
—
|
7,997 | — |
NEW
|
7,997 | $653,435 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.63% | — |
#40
Prev: #—
|
3.8 |
—
|
4,289 | — |
NEW
|
4,289 | $605,006 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.63% | — |
#41
Prev: #—
|
3.8 |
—
|
5,410 | — |
NEW
|
5,410 | $602,728 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.61% | — |
#42
Prev: #—
|
3.7 |
—
|
3,631 | — |
NEW
|
3,631 | $584,482 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MUB
ISHARES TR
|
ETF | 0.61% | — |
#43
Prev: #—
|
3.7 |
—
|
5,430 | — |
NEW
|
5,430 | $581,607 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.61% | — |
#44
Prev: #—
|
3.7 |
—
|
2,321 | — |
NEW
|
2,321 | $580,970 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.60% | — |
#45
Prev: #—
|
3.7 |
—
|
4,768 | — |
NEW
|
4,768 | $573,781 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.58% | — |
#46
Prev: #—
|
3.7 |
—
|
20,389 | — |
NEW
|
20,389 | $559,270 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.57% | — |
#47
Prev: #—
|
3.7 |
—
|
5,511 | — |
NEW
|
5,511 | $550,604 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
INTU
INTUIT
|
Technology | 0.56% | — |
#48
Prev: #—
|
3.7 |
—
|
809 | — |
NEW
|
809 | $535,898 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PFF
ISHARES TR
|
Preferred | 0.56% | — |
#49
Prev: #—
|
3.7 |
—
|
17,256 | — |
NEW
|
17,256 | $534,246 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.55% | — |
#50
Prev: #—
|
3.7 |
—
|
1,680 | — |
NEW
|
1,680 | $527,184 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 94 holdings