Unify Financial Advisors - Portfolio Stock Holdings
Unify Financial Advisors disclosed 95 stock positions in a recent SEC 13F filing. $109,015,672 of stock holdings were filed, with the largest holdings including IVV, SCHZ, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
95Est. Stock Holding Value:
$109,015,672Top Stock Holdings By Sector
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Portfolio Stock Holdings - Unify Financial Advisors
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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