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Unison Advisors LLC

Updated 7 days ago

Managed by Unison Advisors Llc • Latest filing Q3 2026

Portfolio value
$1.4B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$1.1B
Q4 2025$1.1B
Q1 2026$1.3B
Q2 2026$1.4B
Q3 2026$1.4B

Top holdings

171 positions as of Q3 2026

View filing
V

VANGUARD MUN BD FDS

Value
$229.3M
Shares
2.40M
% Port
16.12%
V

VANGUARD INDEX FDS

Value
$174.9M
Shares
809.2K
% Port
12.30%
?
3.N/A

AMERICAN CENTY ETF TR

Value
$158.6M
Shares
1.35M
% Port
11.15%
E

ISHARES TR

Value
$136.6M
Shares
614.8K
% Port
9.61%
?
5.N/A

AMERICAN CENTY ETF TR

Value
$87.3M
Shares
798.3K
% Port
6.14%
E

ISHARES TR

Value
$43.9M
Shares
887.4K
% Port
3.09%
S

SCHWAB STRATEGIC TR

Value
$41.6M
Shares
773.8K
% Port
2.92%
S

SCHWAB STRATEGIC TR

Value
$39.4M
Shares
940.7K
% Port
2.77%
?
9.N/A

DIMENSIONAL ETF TRUST

Value
$37.5M
Shares
911.6K
% Port
2.64%
B

WISDOMTREE TR

Value
$28.5M
Shares
451.0K
% Port
2.00%
V

VANGUARD SCOTTSDALE FDS

Value
$23.7M
Shares
306.6K
% Port
1.67%
V

VANGUARD WHITEHALL FDS

Value
$16.5M
Shares
106.0K
% Port
1.16%
V

VANGUARD MUN BD FDS

Value
$15.7M
Shares
330.5K
% Port
1.10%
C

CAPITAL ONE FINL CORP

Value
$15M
Shares
77.8K
% Port
1.06%
V

VANGUARD SCOTTSDALE FDS

Value
$14.3M
Shares
248.3K
% Port
1.01%
M

META PLATFORMS INC

Value
$11.4M
Shares
15.7K
% Port
0.80%
V

VANGUARD WHITEHALL FDS

Value
$11.1M
Shares
109.6K
% Port
0.78%
N

NUCOR CORP

Value
$10.2M
Shares
43.4K
% Port
0.71%
E

ISHARES TR

Value
$9.7M
Shares
30.6K
% Port
0.68%
G

GARMIN LTD

Value
$8.2M
Shares
28.7K
% Port
0.58%

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