Unify Financial Advisors holds a focused book of 90 stocks worth $108.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Short-Term Tips and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+22.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2126814/holdings"
Use Arkolith to show Unify Financial Advisors's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Unify Financial Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Unify Financial Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $537.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $499.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $372.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $160.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $149.4B |
| UBS Group AG | 80 / 80 | $143.3B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $126.0B |
| LPL Financial LLC | 80 / 80 | $93.5B |
Ranked by how many of Unify Financial Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $10.7M | 14.3K | 9.9% | ▲+25% Added · +3K sh | |
| 2 | Schwab Strategic TR US AGGREGATE B | $8.9M | 384.6K | 8.2% | ▲+3.0% Added · +11K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $7.0M | 18.9K | 6.4% | ▼−2.3% Reduced · −436 sh | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $5.7M | 195.2K | 5.2% | ▼−0.3% Reduced · −510 sh | |
| 5 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $4.6M | 97.6K | 4.2% | ▲+3.4% Added · +3K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $3.4M | 123.2K | 3.2% | ▲+70% Added · +51K sh | |
| 7 | Ishares TR S&P 500 GRWT ETF | $3.2M | 23.3K | 3.0% | ▼−19% Reduced · −6K sh | |
| 8 | Vanguard Star FDS VG TL INTL STK F | $2.6M | 30.3K | 2.4% | ▲+4.5% Added · +1K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $2.3M | 27.5K | 2.1% | ▼−3.0% Reduced · −840 sh | |
| 10 | Ishares TR EAFE GRWTH ETF | $2.1M | 17.0K | 1.9% | ▲+66% Added · +7K sh | |
| 11 | Dell Technologies Inc CL C | $2.1M | 4.8K | 1.9% | ▼−15% Reduced · −833 sh | |
| 12 | Ishares TR S&P 500 VAL ETF | $2.0M | 9.0K | 1.9% | ▼−25% Reduced · −3K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.6K | 1.8% | ▼−1.5% Reduced · −40 sh | |
| 14 | Apple Inc COM | $1.8M | 6.3K | 1.7% | ▼−1.4% Reduced · −86 sh | |
| 15 | Nvidia Corporation COM | $1.8M | 8.9K | 1.6% | ▼−0.2% Reduced · −22 sh | |
| 16 | Micron Technology Inc COM | $1.7M | 1.5K | 1.6% | ▼−0.1% Reduced · −1 sh | |
| 17 | Ishares TR US TREAS BD ETF | $1.6M | 71.8K | 1.5% | ▲+169% Added · +45K sh | |
| 18 | Amazon Com Inc COM | $1.6M | 6.8K | 1.5% | ▼−1.7% Reduced · −119 sh | |
| 19 | Alphabet Inc CAP STK CL A | $1.5M | 4.3K | 1.4% | ▼−4.5% Reduced · −202 sh | |
| 20 | JPMorgan Chase & Co COM | $1.5M | 4.6K | 1.4% | ▼−1.5% Reduced · −69 sh | |
| 21 | Ishares TR EAFE VALUE ETF | $1.3M | 16.7K | 1.2% | ▼−34% Reduced · −9K sh | |
| 22 | Microsoft Corp COM | $1.3M | 3.4K | 1.2% | ▲+2.3% Added · +77 sh | |
| 23 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 1.1% | ▲+2.6% Added · +33 sh | |
| 24 | Parker-Hannifin Corp COM | $1.2M | 1.3K | 1.1% | ▼−1.9% Reduced · −25 sh | |
| 25 | BlackRock ETF Trust ISHA I IN TE ETF | $1.2M | 23.1K | 1.1% | ▼−26% Reduced · −8K sh | |
| 26 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 40.4K | 1.1% | ▼−2.8% Reduced · −1K sh | |
| 27 | SPDR Series Trust ST STR RATE ETF | $1.2M | 37.6K | 1.1% | ▲+64% Added · +15K sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $1.1M | 4.6K | 1.0% | ▲+1.4% Added · +65 sh | |
| 29 | Schwab Strategic TR INT-TRM U.S TRES | $1.0M | 41.5K | 0.9% | ▼−1.9% Reduced · −798 sh | |
| 30 | Meta Platforms Inc CL A | $957K | 1.7K | 0.9% | ▲+2.7% Added · +45 sh | |
| 31 | Ishares TR MSCI USA MMENTM | $948K | 2.8K | 0.9% | ▼−31% Reduced · −1K sh | |
| 32 | Ishares TR 10-20 YR TRS ETF | $903K | 9.0K | 0.8% | ▼−21% Reduced · −2K sh | |
| 33 | Starbucks Corp COM | $888K | 8.7K | 0.8% | ▼−10% Reduced · −997 sh | |
| 34 | Advanced Micro Devices Inc COM | $877K | 1.5K | 0.8% | ▼−0.3% Reduced · −5 sh | |
| 35 | Ishares TR ISHS 1-5YR INVS | $872K | 16.6K | 0.8% | ▲+1.9% Added · +311 sh | |
| 36 | SPDR Series Trust ST STR P500ETF | $869K | 9.9K | 0.8% | ▲+29% Added · +2K sh | |
| 37 | Ishares TR US AER DEF ETF | $863K | 3.6K | 0.8% | ▲+2.9% Added · +101 sh | |
| 38 | Vanguard Intl Equity Index F TT WRLD ST ETF | $786K | 5.0K | 0.7% | ▲+1.2% Added · +60 sh | |
| 39 | Ishares TR CORE INTL AGGR | $785K | 15.5K | 0.7% | ▼−19% Reduced · −4K sh | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $765K | 1.6K | 0.7% | ▼−0.7% Reduced · −11 sh | |
| 41 | Verizon Communications Inc COM | $735K | 17.4K | 0.7% | ▼−1.2% Reduced · −206 sh | |
| 42 | Constellation Energy Corp COM | $716K | 2.9K | 0.7% | ▲+5.5% Added · +151 sh | |
| 43 | Uber Technologies Inc COM | $702K | 9.7K | 0.6% | ▲+10% Added · +897 sh | |
| 44 | Ishares TR CORE US AGGBD ET | $683K | 6.9K | 0.6% | —Held | |
| 45 | Ishares TR NATIONAL MUN ETF | $672K | 6.2K | 0.6% | ▲+11% Added · +610 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $653K | 20.6K | 0.6% | —Held | |
| 47 | Ishares TR PFD AND INCM SEC | $641K | 21.0K | 0.6% | ▼−29% Reduced · −8K sh | |
| 48 | Walmart Inc COM | $601K | 5.3K | 0.6% | ▼−0.1% Reduced · −4 sh | |
| 49 | Alphabet Inc CAP STK CL C | $578K | 1.6K | 0.5% | ▼−1.5% Reduced · −25 sh | |
| 50 | Schwab Strategic TR SHT TM US TRES | $555K | 23.0K | 0.5% | ▲+4.2% Added · +930 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.