Sponsored

The Analysis of Unify Financial Advisors's Holdings & P&L

Currently, Unify Financial Advisors holds 90 types of securities in its portfolio with a total value $108.3M. In the most recent quarter, they have increased their positions in N/A (+2.8K shares, valued at $2.1M), SCHF (+50.9K shares, valued at $1.4M), GOVT (+45.1K shares, valued at $1.0M); decreased their positions in QUAL (-5.4K shares, valued at $1.2M), IVW (-5.6K shares, valued at $772.9K), IVE (-3.0K shares, valued at $687.1K); initiated new positions in VTIP (+7.3K shares, valued at $364.6K), VTEB (+5.5K shares, valued at $278.2K), XLK (+1.4K shares, valued at $261.0K).

1M P&L

-590.6K-0.73%

3M P&L

+1.4M+1.80%

HY P&L

+8.4M+11.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.1M

66.7%

2Semiconductors5.2M

6.4%

3Internet Content & Information2.1M

2.6%

Top Industries by Stock Count

1N/A35 stocks

46.1%

2Semiconductors4 stocks

5.3%

3Drug Manufacturers - General3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR14.3K shares24.82%2026-06-302026-07-21

SCHZ SCHWAB STRATEGIC TR384.6K shares3.04%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS18.9K shares-2.26%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR195.2K shares-0.26%2026-06-302026-07-21

VMBS VANGUARD SCOTTSDALE FDS97.6K shares3.42%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR123.2K shares70.44%2026-06-302026-07-21

IVW ISHARES TR23.3K shares-19.40%2026-06-302026-07-21

VXUS VANGUARD STAR FDS30.3K shares4.55%2026-06-302026-07-21

Sponsored

IEMG ISHARES INC27.5K shares-2.96%2026-06-302026-07-21

EFG ISHARES TR17.0K shares66.12%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC4.8K shares-14.88%2026-06-302026-07-21

IVE ISHARES TR9.0K shares-25.14%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.6K shares-1.50%2026-06-302026-07-21

AAPL APPLE INC6.3K shares-1.35%2026-06-302026-07-21

NVDA NVIDIA CORPORATION8.9K shares-0.25%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC1.5K shares-0.07%2026-06-302026-07-21

Sponsored

GOVT ISHARES TR71.8K shares169.36%2026-06-302026-07-21

AMZN AMAZON COM INC6.8K shares-1.72%2026-06-302026-07-21

GOOGL ALPHABET INC4.3K shares-4.53%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.6K shares-1.46%2026-06-302026-07-21

EFV ISHARES TR16.7K shares-34.14%2026-06-302026-07-21

MSFT MICROSOFT CORP3.4K shares2.30%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares2.56%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP1.3K shares-1.94%2026-06-302026-07-21

Sponsored

BAI BLACKROCK ETF TRUST23.1K shares-26.10%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR40.4K shares-2.85%2026-06-302026-07-21

FLRN SPDR SERIES TRUST37.6K shares63.64%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS4.6K shares1.42%2026-06-302026-07-21

SCHR SCHWAB STRATEGIC TR41.5K shares-1.89%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.7K shares2.72%2026-06-302026-07-21

MTUM ISHARES TR2.8K shares-30.79%2026-06-302026-07-21

TLH ISHARES TR9.0K shares-20.52%2026-06-302026-07-21

Sponsored

SBUX STARBUCKS CORP8.7K shares-10.30%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.5K shares-0.33%2026-06-302026-07-21

IGSB ISHARES TR16.6K shares1.91%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST9.9K shares29.33%2026-06-302026-07-21

ITA ISHARES TR3.6K shares2.92%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F5.0K shares1.21%2026-06-302026-07-21

IAGG ISHARES TR15.5K shares-19.06%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-0.68%2026-06-302026-07-21

Sponsored

VZ VERIZON COMMUNICATIONS INC17.4K shares-1.17%2026-06-302026-07-21

CEG CONSTELLATION ENERGY CORP2.9K shares5.53%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC9.7K shares10.16%2026-06-302026-07-21

ISHARES TR ISHARES TR6.9K shares0.00%2026-06-302026-07-21

MUB ISHARES TR6.2K shares10.83%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR20.6K shares0.00%2026-06-302026-07-21

PFF ISHARES TR21.0K shares-28.58%2026-06-302026-07-21

WMT WALMART INC5.3K shares-0.08%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC1.6K shares-1.51%2026-06-302026-07-21

SCHO SCHWAB STRATEGIC TR23.0K shares4.22%2026-06-302026-07-21

CRM SALESFORCE INC3.5K shares30.40%2026-06-302026-07-21

VISA INC VISA INC1.6K shares8.07%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON2.1K shares0.00%2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP5.6K shares0.00%2026-06-302026-07-21

QUAL ISHARES TR2.3K shares-69.91%2026-06-302026-07-21

RPRX ROYALTY PHARMA PLC8.8K shares-0.40%2026-06-302026-07-21

Sponsored

DHR DANAHER CORP DEL2.4K shares4.79%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC623 shares0.00%2026-06-302026-07-21

AMRZ AMRIZE LTD8.3K shares10.89%2026-06-302026-07-21

SCMB SCHWAB STRATEGIC TR17.0K shares0.00%2026-06-302026-07-21

MPC MARATHON PETE CORP1.6K shares0.00%2026-06-302026-07-21

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.7K shares5.56%2026-06-302026-07-21

ALB ALBEMARLE CORP2.7K shares4.87%2026-06-302026-07-21

VTIP VANGUARD MALVERN FDS7.3K sharesnew addition2026-06-302026-07-21

Sponsored

AMT AMERICAN TOWER CORP2.1K shares6.87%2026-06-302026-07-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.4K shares0.00%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC3.8K shares-56.63%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC841 shares48.06%2026-06-302026-07-21

EMXC ISHARES INC3.1K shares0.00%2026-06-302026-07-21

CELH CELSIUS HLDGS INC10.5K shares32.24%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T1.4K shares9.54%2026-06-302026-07-21

AMGN AMGEN INC814 shares0.00%2026-06-302026-07-21

Sponsored

VTEB VANGUARD MUN BD FDS5.5K sharesnew addition2026-06-302026-07-21

TY TRI CONTL CORP8.0K shares-1.05%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.6K shares-2.42%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC530 shares0.00%2026-06-302026-07-21

LLY ELI LILLY & CO209 sharesnew addition2026-06-302026-07-21

MCD MCDONALDS CORP924 shares-5.71%2026-06-302026-07-21

Sponsored

HD HOME DEPOT INC698 shares-3.46%2026-06-302026-07-21

BK BANK OF NY MELLON CORP1.7K sharesnew addition2026-06-302026-07-21

TSLA TESLA INC577 shares0.00%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP650 shares-2.84%2026-06-302026-07-21

KO COCA COLA CO2.8K shares0.07%2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.5K shares0.33%2026-06-302026-07-21

BROADCOM INC BROADCOM INC582 sharesnew addition2026-06-302026-07-21

CMG CHIPOTLE MEXICAN GRILL INC6.4K shares-3.74%2026-06-302026-07-21

Sponsored

DAL DELTA AIR LINES INC2.3K shares-66.11%2026-06-302026-07-21

AFL AFLAC INC1.8K shares-4.55%2026-06-302026-07-21

ISHARES TR

24.82%

Shares14.3K

Event2026-06-30

Filed2026-07-21

SCHZ

SCHWAB STRATEGIC TR

3.04%

Shares384.6K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-2.26%

Shares18.9K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

-0.26%

Shares195.2K

Event2026-06-30

Filed2026-07-21

VMBS

VANGUARD SCOTTSDALE FDS

3.42%

Shares97.6K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

70.44%

Shares123.2K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-19.40%

Shares23.3K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

4.55%

Shares30.3K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-2.96%

Shares27.5K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

66.12%

Shares17.0K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

-14.88%

Shares4.8K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

-25.14%

Shares9.0K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-1.50%

Shares2.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-1.35%

Shares6.3K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-0.25%

Shares8.9K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

169.36%

Shares71.8K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-1.72%

Shares6.8K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-4.53%

Shares4.3K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.46%

Shares4.6K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

-34.14%

Shares16.7K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

2.30%

Shares3.4K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

2.56%

Shares1.3K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

-1.94%

Shares1.3K

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

-26.10%

Shares23.1K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

-2.85%

Shares40.4K

Event2026-06-30

Filed2026-07-21

FLRN

SPDR SERIES TRUST

63.64%

Shares37.6K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

1.42%

Shares4.6K

Event2026-06-30

Filed2026-07-21

SCHR

SCHWAB STRATEGIC TR

-1.89%

Shares41.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

2.72%

Shares1.7K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

-30.79%

Shares2.8K

Event2026-06-30

Filed2026-07-21

TLH

ISHARES TR

-20.52%

Shares9.0K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

-10.30%

Shares8.7K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES TR

1.91%

Shares16.6K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

29.33%

Shares9.9K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

2.92%

Shares3.6K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

1.21%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IAGG

ISHARES TR

-19.06%

Shares15.5K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.68%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

-1.17%

Shares17.4K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

5.53%

Shares2.9K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

10.16%

Shares9.7K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

10.83%

Shares6.2K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-21

PFF

ISHARES TR

-28.58%

Shares21.0K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-0.08%

Shares5.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-1.51%

Shares1.6K

Event2026-06-30

Filed2026-07-21

SCHO

SCHWAB STRATEGIC TR

4.22%

Shares23.0K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

30.40%

Shares3.5K

Event2026-06-30

Filed2026-07-21

VISA INC

8.07%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

-69.91%

Shares2.3K

Event2026-06-30

Filed2026-07-21

RPRX

ROYALTY PHARMA PLC

-0.40%

Shares8.8K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

4.79%

Shares2.4K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

0.00%

Shares623

Event2026-06-30

Filed2026-07-21

AMRZ

AMRIZE LTD

10.89%

Shares8.3K

Event2026-06-30

Filed2026-07-21

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JOHNSON CONTROLS INTERNATION

5.56%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ALB

ALBEMARLE CORP

4.87%

Shares2.7K

Event2026-06-30

Filed2026-07-21

VTIP

VANGUARD MALVERN FDS

New

Shares7.3K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

6.87%

Shares2.1K

Event2026-06-30

Filed2026-07-21

INVESCO EXCH TRADED FD TR II

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-56.63%

Shares3.8K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

48.06%

Shares841

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

CELH

CELSIUS HLDGS INC

32.24%

Shares10.5K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

9.54%

Shares1.4K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares814

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

New

Shares5.5K

Event2026-06-30

Filed2026-07-21

TRI CONTL CORP

-1.05%

Shares8.0K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-2.42%

Shares1.6K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

0.00%

Shares530

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

New

Shares209

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-5.71%

Shares924

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-3.46%

Shares698

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

0.00%

Shares577

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

-2.84%

Shares650

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

New

Shares582

Event2026-06-30

Filed2026-07-21

CMG

CHIPOTLE MEXICAN GRILL INC

-3.74%

Shares6.4K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

-66.11%

Shares2.3K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC

-4.55%

Shares1.8K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available