Unify Financial Advisors
Unify Financial Advisors reported 90 holdings worth US$108M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Unify Financial Advisors reported 90 holdings worth US$108M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Dell Technologies Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 90
- Value as reported
- US$108M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 5,872 | US$2.1M | 1.9% |
| Dell Technologies Inc. | 4,767 | US$2.06M | 1.9% |
| Apple Inc | 6,263 | US$1.81M | 1.7% |
| Nvidia Corporation | 8,882 | US$1.78M | 1.6% |
| Micron Technology, Inc. | 1,507 | US$1.74M | 1.6% |
| Amazon.com, Inc. | 6,816 | US$1.62M | 1.5% |
| Jp Morgan Chase & Co. | 4,643 | US$1.52M | 1.4% |
| Microsoft Corp. | 3,419 | US$1.28M | 1.2% |
| Costco Wholesale Corporation | 1,320 | US$1.23M | 1.1% |
| Parker-hannifin Corporation | 1,262 | US$1.23M | 1.1% |
| Meta Platforms, Inc. | 1,699 | US$957K | 0.88% |
| Starbucks Corporation | 8,686 | US$888K | 0.82% |
| Advanced Micro Devices Inc | 1,510 | US$877K | 0.81% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,602 | US$765K | 0.71% |
| Verizon Communications Inc. | 17,351 | US$735K | 0.68% |
| Constellation Energy Corporation | 2,883 | US$716K | 0.66% |
| Uber Technologies, Inc. | 9,729 | US$702K | 0.65% |
| Walmart Inc. | 5,310 | US$601K | 0.56% |
| Salesforce, Inc. | 3,509 | US$550K | 0.51% |
| Visa Inc. | 1,567 | US$538K | 0.50% |
| Johnson & Johnson | 2,090 | US$531K | 0.49% |
| Charles Schwab Corporation (the) | 5,636 | US$520K | 0.48% |
| Danaher Corporation | 2,426 | US$462K | 0.43% |
| Applied Materials, Inc. | 623 | US$450K | 0.42% |
| Marathon Petroleum Corporation | 1,585 | US$405K | 0.37% |
| Albemarle Corporation | 2,714 | US$366K | 0.34% |
| American Tower Corporation (reit) | 2,101 | US$344K | 0.32% |
| Nextera Energy, Inc. | 3,840 | US$337K | 0.31% |
| Intuitive Surgical, Inc. | 841 | US$334K | 0.31% |
| Celsius Holdings, Inc. | 10,533 | US$308K | 0.28% |
| Amgen Inc. | 814 | US$295K | 0.27% |
| Chevron Corporation | 1,616 | US$268K | 0.25% |
| Eli Lilly And Company | 209 | US$251K | 0.23% |
| Mcdonald's Corporation | 924 | US$250K | 0.23% |
| Home Depot, Inc. (the) | 698 | US$246K | 0.23% |
| The Bank Of New York Mellon Corporation | 1,680 | US$243K | 0.22% |
| Tesla, Inc. | 577 | US$243K | 0.22% |
| General Dynamics Corporation | 650 | US$230K | 0.21% |
| Coca-cola Company (the) | 2,796 | US$227K | 0.21% |
| Procter & Gamble Company (the) | 1,506 | US$221K | 0.20% |
| Broadcom Inc. | 582 | US$220K | 0.20% |
| Chipotle Mexican Grill, Inc. | 6,440 | US$219K | 0.20% |
| Delta Air Lines, Inc. | 2,320 | US$217K | 0.20% |
| Aflac Incorporated | 1,805 | US$212K | 0.20% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Shopify Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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