Holdings
Unify Financial Advisors
As of Jun 30, 2026, Unify Financial Advisors reported 44 positions worth US$31.1M. Largest: Alphabet Inc (google) Class C, Dell Technologies Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 5,872 | US$2.1M | −241 | Jun 30, 2026 |
| Dell Technologies Inc. | 4,767 | US$2.06M | −833 | Jun 30, 2026 |
| Apple Inc | 6,263 | US$1.81M | −86 | Jun 30, 2026 |
| Nvidia Corporation | 8,882 | US$1.78M | −22 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,507 | US$1.74M | −1 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,816 | US$1.62M | −119 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,643 | US$1.52M | −69 | Jun 30, 2026 |
| Microsoft Corp. | 3,419 | US$1.28M | +77 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,320 | US$1.23M | +33 | Jun 30, 2026 |
| Parker-hannifin Corporation | 1,262 | US$1.23M | −25 | Jun 30, 2026 |