Unify Financial Advisors

CLEARWATER, FL · CIK 2126814 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyClearwater, FL

$108.3m reported value +12.4% vs Q1 2026

90positions

46.5%in top 10

6 new 32 added 39 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	14,291	$10.7m9.88%	9.88%	Added +2.8k	+2,842 24.8%
2	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	384,558	$8.9m8.21%	8.21%	Added +11.4k	+11,363 3.0%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	18,850	$7.0m6.44%	6.44%	Reduced -436	-436 -2.3%
4	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	195,230	$5.7m5.22%	5.22%	Reduced -510	-510 -0.3%
5	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	97,572	$4.6m4.22%	4.22%	Added +3.2k	+3,227 3.4%
6	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	123,186	$3.4m3.15%	3.15%	Added +50.9k	+50,910 70.4%
7	ISHARES TR S&P 500 GRWT ETF IVW	IVW	23,344	$3.2m2.96%	2.96%	Reduced -5.6k	-5,620 -19.4%
8	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	30,333	$2.6m2.39%	2.39%	Added +1.3k	+1,320 4.5%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	27,529	$2.3m2.11%	2.11%	Reduced -840	-840 -3.0%
10	ISHARES TR EAFE GRWTH ETF EFG	EFG	16,951	$2.1m1.95%	1.95%	Added +6.7k	+6,747 66.1%
11	DELL TECHNOLOGIES INC CL C DELL	DELL	4,767	$2.1m1.90%	1.90%	Reduced -833	-833 -14.9%
12	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,012	$2.0m1.89%	1.89%	Reduced -3.0k	-3,026 -25.1%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,626	$2.0m1.81%	1.81%	Reduced -40	-40 -1.5%
14	APPLE INC COM AAPL	AAPL	6,263	$1.8m1.67%	1.67%	Reduced -86	-86 -1.4%
15	NVIDIA CORPORATION COM NVDA	NVDA	8,882	$1.8m1.64%	1.64%	Reduced -22	-22 -0.2%
16	MICRON TECHNOLOGY INC COM MU	MU	1,507	$1.7m1.61%	1.61%	Reduced -1	-1 -0.1%
17	ISHARES TR US TREAS BD ETF GOVT	GOVT	71,786	$1.6m1.51%	1.51%	Added +45.1k	+45,135 169.4%
18	AMAZON COM INC COM AMZN	AMZN	6,816	$1.6m1.50%	1.50%	Reduced -119	-119 -1.7%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,255	$1.5m1.40%	1.40%	Reduced -202	-202 -4.5%
20	JPMORGAN CHASE & CO COM JPM	JPM	4,643	$1.5m1.40%	1.40%	Reduced -69	-69 -1.5%
21	ISHARES TR EAFE VALUE ETF EFV	EFV	16,698	$1.3m1.18%	1.18%	Reduced -8.7k	-8,656 -34.1%
22	MICROSOFT CORP COM MSFT	MSFT	3,419	$1.3m1.18%	1.18%	Added +77	+77 2.3%
23	COSTCO WHSL CORP NEW COM COST	COST	1,320	$1.2m1.14%	1.14%	Added +33	+33 2.6%
24	PARKER-HANNIFIN CORP COM PH	PH	1,262	$1.2m1.14%	1.14%	Reduced -25	-25 -1.9%
25	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	23,054	$1.2m1.12%	1.12%	Reduced -8.1k	-8,143 -26.1%
26	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	40,363	$1.2m1.10%	1.10%	Reduced -1.2k	-1,184 -2.9%
27	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	37,646	$1.2m1.07%	1.07%	Added +14.6k	+14,640 63.6%
28	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,645	$1.1m1.01%	1.01%	Added +65	+65 1.4%
29	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	41,471	$1.0m0.94%	0.94%	Reduced -798	-798 -1.9%
30	META PLATFORMS INC CL A META	META	1,699	$957.0k0.88%	0.88%	Added +45	+45 2.7%
31	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,765	$947.9k0.88%	0.88%	Reduced -1.2k	-1,230 -30.8%
32	ISHARES TR 10-20 YR TRS ETF TLH	TLH	8,997	$902.8k0.83%	0.83%	Reduced -2.3k	-2,323 -20.5%
33	STARBUCKS CORP COM SBUX	SBUX	8,686	$887.6k0.82%	0.82%	Reduced -997	-997 -10.3%
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,510	$877.2k0.81%	0.81%	Reduced -5	-5 -0.3%
35	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	16,636	$871.9k0.81%	0.81%	Added +311	+311 1.9%
36	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	9,886	$868.8k0.80%	0.80%	Added +2.2k	+2,242 29.3%
37	ISHARES TR US AER DEF ETF ITA	ITA	3,560	$863.0k0.80%	0.80%	Added +101	+101 2.9%
38	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,005	$785.5k0.73%	0.73%	Added +60	+60 1.2%
39	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,512	$784.9k0.72%	0.72%	Reduced -3.7k	-3,653 -19.1%
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,602	$765.1k0.71%	0.71%	Reduced -11	-11 -0.7%
41	VERIZON COMMUNICATIONS INC COM VZ	VZ	17,351	$734.7k0.68%	0.68%	Reduced -206	-206 -1.2%
42	CONSTELLATION ENERGY CORP COM CEG	CEG	2,883	$716.1k0.66%	0.66%	Added +151	+151 5.5%
43	UBER TECHNOLOGIES INC COM UBER	UBER	9,729	$702.0k0.65%	0.65%	Added +897	+897 10.2%
44	ISHARES TR CORE US AGGBD ET AGG	AGG	6,900	$683.0k0.63%	0.63%	Unchanged
45	ISHARES TR NATIONAL MUN ETF MUB	MUB	6,240	$671.5k0.62%	0.62%	Added +610	+610 10.8%
46	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	20,589	$652.9k0.60%	0.60%	Unchanged
47	ISHARES TR PFD AND INCM SEC PFF	PFF	21,034	$641.3k0.59%	0.59%	Reduced -8.4k	-8,418 -28.6%
48	WALMART INC COM WMT	WMT	5,310	$601.4k0.56%	0.56%	Reduced -4	-4 -0.1%
49	ALPHABET INC CAP STK CL C GOOG	GOOG	1,635	$577.7k0.53%	0.53%	Reduced -25	-25 -1.5%
50	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	22,974	$554.6k0.51%	0.51%	Added +930	+930 4.2%
51	SALESFORCE INC COM CRM	CRM	3,509	$549.7k0.51%	0.51%	Added +818	+818 30.4%
52	VISA INC COM CL A V	V	1,567	$537.6k0.50%	0.50%	Added +117	+117 8.1%
53	JOHNSON & JOHNSON COM JNJ	JNJ	2,090	$530.8k0.49%	0.49%	Unchanged
54	SCHWAB CHARLES CORP COM SCHW	SCHW	5,636	$520.0k0.48%	0.48%	Unchanged
55	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,310	$506.9k0.47%	0.47%	Reduced -5.4k	-5,366 -69.9%
56	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	8,802	$493.5k0.46%	0.46%	Reduced -35	-35 -0.4%
57	DANAHER CORPORATION COM DHR	DHR	2,426	$462.1k0.43%	0.43%	Added +111	+111 4.8%
58	APPLIED MATLS INC COM AMAT	AMAT	623	$450.4k0.42%	0.42%	Unchanged
59	AMRIZE LTD SHS AMRZ	AMRZ	8,347	$444.9k0.41%	0.41%	Added +820	+820 10.9%
60	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	17,000	$438.9k0.41%	0.41%	Unchanged
61	MARATHON PETE CORP COM MPC	MPC	1,585	$405.2k0.37%	0.37%	Unchanged
62	JOHNSON CTLS INTL PLC SHS JCI	JCI	2,678	$391.3k0.36%	0.36%	Added +141	+141 5.6%
63	ALBEMARLE CORP COM ALB	ALB	2,714	$366.5k0.34%	0.34%	Added +126	+126 4.9%
64	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	7,259	$364.6k0.34%	0.34%	New
65	AMERICAN TOWER CORP NEW COM AMT	AMT	2,101	$343.7k0.32%	0.32%	Added +135	+135 6.9%
66	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	14,440	$339.6k0.31%	0.31%	Unchanged
67	NEXTERA ENERGY INC COM NEE	NEE	3,840	$337.1k0.31%	0.31%	Reduced -5.0k	-5,014 -56.6%
68	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	841	$334.4k0.31%	0.31%	Added +273	+273 48.1%
69	ISHARES INC MSCI EMRG CHN EMXC	EMXC	3,141	$321.3k0.30%	0.30%	Unchanged
70	CELSIUS HLDGS INC COM NEW CELH	CELH	10,533	$308.4k0.28%	0.28%	Added +2.6k	+2,568 32.2%
71	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,435	$305.3k0.28%	0.28%	Added +125	+125 9.5%
72	AMGEN INC COM AMGN	AMGN	814	$294.8k0.27%	0.27%	Unchanged
73	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,500	$278.2k0.26%	0.26%	New
74	TRI CONTL CORP COM TY	TY	8,044	$276.9k0.26%	0.26%	Reduced -85	-85 -1.1%
75	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	7,561	$273.2k0.25%	0.25%	Unchanged
76	CHEVRON CORP NEW COM CVX	CVX	1,616	$267.9k0.25%	0.25%	Reduced -40	-40 -2.4%
77	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,370	$261.0k0.24%	0.24%	New
78	TRANE TECHNOLOGIES PLC SHS TT	TT	530	$260.3k0.24%	0.24%	Unchanged
79	ELI LILLY & CO COM LLY	LLY	209	$250.7k0.23%	0.23%	New
80	MCDONALDS CORP COM MCD	MCD	924	$249.8k0.23%	0.23%	Reduced -56	-56 -5.7%
81	HOME DEPOT INC COM HD	HD	698	$246.2k0.23%	0.23%	Reduced -25	-25 -3.5%
82	BANK NEW YORK MELLON CORP COM BNY	BNY	1,680	$242.9k0.22%	0.22%	New
83	TESLA INC COM TSLA	TSLA	577	$242.7k0.22%	0.22%	Unchanged
84	GENERAL DYNAMICS CORP COM GD	GD	650	$230.3k0.21%	0.21%	Reduced -19	-19 -2.8%
85	COCA COLA CO COM KO	KO	2,796	$227.2k0.21%	0.21%	Added +2	+2 0.1%
86	PROCTER AND GAMBLE CO COM PG	PG	1,506	$220.8k0.20%	0.20%	Added +5	+5 0.3%
87	BROADCOM INC COM AVGO	AVGO	582	$219.9k0.20%	0.20%	New
88	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	6,440	$219.0k0.20%	0.20%	Reduced -250	-250 -3.7%
89	DELTA AIR LINES INC DEL COM NEW DAL	DAL	2,320	$217.3k0.20%	0.20%	Reduced -4.5k	-4,526 -66.1%
90	AFLAC INC COM AFL	AFL	1,805	$211.6k0.20%	0.20%	Reduced -86	-86 -4.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	4,213	$714.8k4.2k shares
SHOPIFY INC SHOP	SHOP	4,154	$492.7k4.2k shares
INTUIT INTU	INTU	1,010	$436.7k1.0k shares
ALBEMARLE CORP ALB 7.25 03.01.27	ALB 7.25 03.01.27	4,820	$346.3k4.8k shares
ISHARES TR EMB	EMB	2,425	$227.8k2.4k shares