Unify Financial Advisors
Net seller this quarter
$108M
52
-$1.56M
15.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DELL | $2.06M | 1.90% | 0.00% | -14.9% | Q4 2025 |
 SPY | $1.96M | 1.81% | Not reported | -1.5% | Q4 2025 |
 AAPL | $1.81M | 1.67% | 0.00% | -1.4% | Q4 2025 |
 NVDA | $1.78M | 1.64% | 0.00% | -0.3% | Q4 2025 |
 MU | $1.74M | 1.61% | 0.00% | -0.1% | Q4 2025 |
 AMZN | $1.62M | 1.50% | 0.00% | -1.7% | Q4 2025 |
 GOOGL | $1.52M | 1.40% | 0.00% | -4.5% | Q4 2025 |
 JPM | $1.52M | 1.40% | 0.00% | -1.5% | Q4 2025 |
 MSFT | $1.28M | 1.18% | 0.00% | +2.3% | Q4 2025 |
 COST | $1.23M | 1.14% | 0.00% | +2.6% | Q4 2025 |
 PH | $1.23M | 1.14% | 0.00% | -1.9% | Q4 2025 |
 META | $957K | 0.88% | Not reported | +2.7% | Q4 2025 |
 SBUX | $888K | 0.82% | 0.00% | -10.3% | Q4 2025 |
 AMD | $877K | 0.81% | 0.00% | -0.3% | Q4 2025 |
 TSM | $765K | 0.71% | 0.00% | -0.7% | Q4 2025 |
 VZ | $735K | 0.68% | 0.00% | -1.2% | Q4 2025 |
 CEG | $716K | 0.66% | 0.00% | +5.5% | Q4 2025 |
 UBER | $702K | 0.65% | 0.00% | +10.2% | Q4 2025 |
 WMT | $601K | 0.56% | 0.00% | -0.1% | Q4 2025 |
| GOOG | $578K | 0.53% | Not reported | -1.5% | Q4 2025 |
 CRM | $550K | 0.51% | 0.00% | +30.4% | Q4 2025 |
 V | $538K | 0.50% | 0.00% | +8.1% | Q4 2025 |
 JNJ | $531K | 0.49% | 0.00% | Not reported | Q4 2025 |
 SCHW | $520K | 0.48% | 0.00% | Not reported | Q4 2025 |
 RPRX | $494K | 0.46% | 0.00% | -0.4% | Q4 2025 |
 DHR | $462K | 0.43% | 0.00% | +4.8% | Q1 2026 |
 AMAT | $450K | 0.42% | 0.00% | Not reported | Q1 2026 |
 AMRZ | $445K | 0.41% | 0.00% | +10.9% | Q4 2025 |
 MPC | $405K | 0.37% | 0.00% | Not reported | Q4 2025 |
 JCI | $391K | 0.36% | 0.00% | +5.6% | Q4 2025 |
 ALB | $366K | 0.34% | 0.00% | +4.9% | Q4 2025 |
 AMT | $344K | 0.32% | 0.00% | +6.9% | Q4 2025 |
 NEE | $337K | 0.31% | 0.00% | -56.6% | Q4 2025 |
 ISRG | $334K | 0.31% | 0.00% | +48.1% | Q1 2026 |
 EMXC | $321K | 0.30% | Not reported | Not reported | Q4 2025 |
 CELH | $308K | 0.28% | 0.00% | +32.2% | Q4 2025 |
 AMGN | $295K | 0.27% | 0.00% | Not reported | Q4 2025 |
 TY | $277K | 0.26% | Not reported | -1.1% | Q4 2025 |
 CVX | $268K | 0.25% | 0.00% | -2.4% | Q4 2025 |
 TT | $260K | 0.24% | 0.00% | Not reported | Q4 2025 |
 LLY | $251K | 0.23% | 0.00% | Not reported | Q4 2025 |
 MCD | $250K | 0.23% | 0.00% | -5.7% | Q4 2025 |
 HD | $246K | 0.23% | 0.00% | -3.5% | Q4 2025 |
 BNY | $243K | 0.22% | 0.00% | New | Q2 2026 |
 TSLA | $243K | 0.22% | 0.00% | Not reported | Q4 2025 |
 GD | $230K | 0.21% | 0.00% | -2.8% | Q4 2025 |
 KO | $227K | 0.21% | 0.00% | +0.1% | Q1 2026 |
 PG | $221K | 0.20% | 0.00% | +0.3% | Q4 2025 |
 AVGO | $220K | 0.20% | 0.00% | Not reported | Q4 2025 |
 CMG | $219K | 0.20% | 0.00% | -3.7% | Q4 2025 |
| Q1 2026 | |||||
| SPY | $1.73M | 1.80% | Not reported | -1.7% | Q4 2025 |
| AAPL | $1.61M | 1.67% | 0.00% | +0.8% | Q4 2025 |
| NVDA | $1.55M | 1.61% | 0.00% | +0.7% | Q4 2025 |
| AMZN | $1.44M | 1.50% | 0.00% | +7.0% | Q4 2025 |
| JPM | $1.39M | 1.44% | 0.00% | +1.1% | Q4 2025 |
| COST | $1.28M | 1.33% | 0.00% | Not reported | Q4 2025 |
| GOOGL | $1.28M | 1.33% | 0.00% | +3.4% | Q4 2025 |
| MSFT | $1.24M | 1.28% | 0.00% | +8.4% | Q4 2025 |
| PH | $1.15M | 1.20% | 0.00% | -3.8% | Q4 2025 |
| META | $946K | 0.98% | Not reported | +6.8% | Q4 2025 |
| DELL | $919K | 0.95% | 0.00% | -3.1% | Q4 2025 |
| VZ | $881K | 0.91% | 0.00% | -1.1% | Q4 2025 |
| SBUX | $868K | 0.90% | 0.00% | +1.7% | Q4 2025 |
| NEE | $822K | 0.85% | 0.00% | -3.8% | Q4 2025 |
| CEG | $763K | 0.79% | 0.00% | +22.8% | Q4 2025 |
 XOM | $715K | 0.74% | 0.00% | -11.6% | Q4 2025 |
| WMT | $660K | 0.69% | 0.00% | -1.8% | Q4 2025 |
| UBER | $635K | 0.66% | 0.00% | +10.4% | Q4 2025 |
| TSM | $545K | 0.57% | 0.00% | +2.2% | Q4 2025 |
| SCHW | $530K | 0.55% | 0.00% | +2.3% | Q4 2025 |
| JNJ | $511K | 0.53% | 0.00% | -1.4% | Q4 2025 |
| MU | $509K | 0.53% | 0.00% | -2.3% | Q4 2025 |
| CRM | $502K | 0.52% | 0.00% | +3.5% | Q4 2025 |
 SHOP | $493K | 0.51% | 0.00% | +14.4% | Q4 2025 |
| GOOG | $476K | 0.49% | Not reported | -1.2% | Q4 2025 |
| ALB | $465K | 0.48% | 0.00% | -26.2% | Q4 2025 |
 DAL | $455K | 0.47% | 0.00% | -5.6% | Q4 2025 |
| DHR | $439K | 0.46% | 0.00% | New | Q1 2026 |
| V | $438K | 0.45% | 0.00% | +8.1% | Q4 2025 |
 INTU | $437K | 0.45% | 0.00% | +24.9% | Q4 2025 |
| RPRX | $424K | 0.44% | 0.00% | -13.6% | Q4 2025 |
| AMRZ | $422K | 0.44% | 0.00% | -1.8% | Q4 2025 |
| MPC | $387K | 0.40% | 0.00% | +0.3% | Q4 2025 |
| CVX | $343K | 0.36% | 0.00% | +3.5% | Q4 2025 |
| AMT | $339K | 0.35% | 0.00% | +8.1% | Q4 2025 |
| JCI | $332K | 0.34% | 0.00% | -10.9% | Q4 2025 |
| AMD | $308K | 0.32% | 0.00% | -0.7% | Q4 2025 |
| MCD | $304K | 0.32% | 0.00% | -1.9% | Q4 2025 |
| AMGN | $286K | 0.30% | 0.00% | Not reported | Q4 2025 |
| CELH | $283K | 0.29% | 0.00% | +4.3% | Q4 2025 |
| ISRG | $262K | 0.27% | 0.00% | New | Q1 2026 |
| TY | $257K | 0.27% | Not reported | -1.9% | Q4 2025 |
| EMXC | $247K | 0.26% | Not reported | -0.2% | Q4 2025 |
| HD | $238K | 0.25% | 0.00% | -1.1% | Q4 2025 |
| GD | $230K | 0.24% | 0.00% | +5.9% | Q4 2025 |
| TT | $221K | 0.23% | 0.00% | Not reported | Q4 2025 |
| PG | $217K | 0.22% | 0.00% | +0.3% | Q4 2025 |
| TSLA | $215K | 0.22% | 0.00% | Not reported | Q4 2025 |
| CMG | $214K | 0.22% | 0.00% | Not reported | Q4 2025 |
| AMAT | $213K | 0.22% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $1.85M | 1.93% | Not reported | New | Q4 2025 |
| AAPL | $1.71M | 1.78% | 0.00% | New | Q4 2025 |
| NVDA | $1.65M | 1.72% | 0.00% | New | Q4 2025 |
| JPM | $1.5M | 1.57% | 0.00% | New | Q4 2025 |
| AMZN | $1.5M | 1.56% | 0.00% | New | Q4 2025 |
| MSFT | $1.49M | 1.55% | 0.00% | New | Q4 2025 |
| GOOGL | $1.35M | 1.41% | 0.00% | New | Q4 2025 |
| PH | $1.18M | 1.23% | 0.00% | New | Q4 2025 |
| COST | $1.11M | 1.16% | 0.00% | New | Q4 2025 |
| META | $1.02M | 1.07% | Not reported | New | Q4 2025 |
| SBUX | $801K | 0.83% | 0.00% | New | Q4 2025 |
| CEG | $786K | 0.82% | 0.00% | New | Q4 2025 |
| NEE | $739K | 0.77% | 0.00% | New | Q4 2025 |
| DELL | $728K | 0.76% | 0.00% | New | Q4 2025 |
| VZ | $723K | 0.75% | 0.00% | New | Q4 2025 |
| CRM | $689K | 0.72% | 0.00% | New | Q4 2025 |
| UBER | $653K | 0.68% | 0.00% | New | Q4 2025 |
| WMT | $603K | 0.63% | 0.00% | New | Q4 2025 |
| SHOP | $584K | 0.61% | 0.00% | New | Q4 2025 |
| XOM | $574K | 0.60% | 0.00% | New | Q4 2025 |
| SCHW | $551K | 0.57% | 0.00% | New | Q4 2025 |
| INTU | $536K | 0.56% | 0.00% | New | Q4 2025 |
| GOOG | $527K | 0.55% | Not reported | New | Q4 2025 |
| DAL | $503K | 0.52% | 0.00% | New | Q4 2025 |
| ALB | $496K | 0.52% | 0.00% | New | Q4 2025 |
| TSM | $480K | 0.50% | 0.00% | New | Q4 2025 |
 ELV | $479K | 0.50% | 0.00% | New | Q4 2025 |
| V | $471K | 0.49% | 0.00% | New | Q4 2025 |
 MDT | $456K | 0.47% | 0.00% | New | Q4 2025 |
| MU | $441K | 0.46% | 0.00% | New | Q4 2025 |
| JNJ | $439K | 0.46% | 0.00% | New | Q4 2025 |
 PEP | $421K | 0.44% | 0.00% | New | Q4 2025 |
| AMRZ | $415K | 0.43% | 0.00% | New | Q4 2025 |
| RPRX | $395K | 0.41% | 0.00% | New | Q4 2025 |
| CELH | $349K | 0.36% | 0.00% | New | Q4 2025 |
| JCI | $341K | 0.36% | 0.00% | New | Q4 2025 |
| AMD | $327K | 0.34% | 0.00% | New | Q4 2025 |
| AMT | $319K | 0.33% | 0.00% | New | Q4 2025 |
| MCD | $305K | 0.32% | 0.00% | New | Q4 2025 |
| IAU | $297K | 0.31% | 0.00% | New | Q4 2025 |
| TY | $271K | 0.28% | Not reported | New | Q4 2025 |
| AMGN | $266K | 0.28% | 0.00% | New | Q4 2025 |
| TSLA | $259K | 0.27% | 0.00% | New | Q4 2025 |
| MPC | $257K | 0.27% | 0.00% | New | Q4 2025 |
| HD | $252K | 0.26% | 0.00% | New | Q4 2025 |
| CMG | $248K | 0.26% | 0.00% | New | Q4 2025 |
| CVX | $244K | 0.25% | 0.00% | New | Q4 2025 |
| LLY | $229K | 0.24% | 0.00% | New | Q4 2025 |
| EMXC | $229K | 0.24% | Not reported | New | Q4 2025 |
| PG | $215K | 0.22% | 0.00% | New | Q4 2025 |