AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
VANGUARD MUN BD FDSINTERMEDIATE TRMAddedUS$240.93M16.80%
VANGUARD INDEX FDSVALUE ETFAddedUS$176.54M12.31%
AMERICAN CENTY ETF TRUS SML CP VALUAddedUS$166.66M11.62%
ISHARES TRMSCI USA QLT FCTAddedUS$134.35M9.37%
AMERICAN CENTY ETF TRINTL SMCP VLUAddedUS$85.72M5.98%
ISHARES TRMSCI INTL QUALTYAddedUS$44.25M3.09%
SCHWAB STRATEGIC TRFUNDAMENTAL INTLCutUS$41.4M2.89%
DIMENSIONAL ETF TRUSTEMERGING MKTS HIAddedUS$39.03M2.72%
SCHWAB STRATEGIC TRFUND EM EQUI ETFCutUS$38.56M2.69%
WISDOMTREE TREMG MKTS SMCAPAddedUS$29.03M2.02%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.