Unison Advisors LLC
CIK 1695818
13F filing for Q2 2026・No. 2,060
- Holdings
- US$1.43B
- Quarter change
- +US$116.29M
- Entries
- 173
- Net bought (estimate)
- +US$17.14M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 12
- Cut 5
- Added 139
- Corporate actions 0
- Unchanged 19
Largest holdings
173 stocks worth US$1.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD MUN BD FDSINTERMEDIATE TRM | Added | 2,386,124 | US$240.93M | 16.80% |
| VANGUARD INDEX FDSVALUE ETF | Added | 810,094 | US$176.54M | 12.31% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 1,335,841 | US$166.66M | 11.62% |
| ISHARES TRMSCI USA QLT FCT | Added | 612,288 | US$134.35M | 9.37% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 831,796 | US$85.72M | 5.98% |
| ISHARES TRMSCI INTL QUALTY | Added | 893,135 | US$44.25M | 3.09% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Cut | 784,702 | US$41.4M | 2.89% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS HI | Added | 912,565 | US$39.03M | 2.72% |
| SCHWAB STRATEGIC TRFUND EM EQUI ETF | Cut | 971,847 | US$38.56M | 2.69% |
| WISDOMTREE TREMG MKTS SMCAP | Added | 448,588 | US$29.03M | 2.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.