Unify Financial Advisors
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Clearwater, FL
CIK
0002126814
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
89
96,386
SCHZ, IVV, VTI, SCHB
13F-HR
4/23/2026
000142050626000717
Q4 2025
94
95,989
SCHZ, IVV, VTI, SCHB
13F-HR
4/8/2026
000142050626000654