← Holders
Unison Advisors LLC
What Unison Advisors LLC reported holding on Form 13F for the quarter ended Sep 30, 2026.
CIK 1695818 · Filed Oct 29, 2026
- Positions
- 171
- Reported value
- $1.4B
- Opened
- 3
- Closed
- 5
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$1.1B175 positions
- Dec 31, 2025$1.1B177 positions
- Mar 31, 2026$1.3B175 positions
- Jun 30, 2026$1.4B173 positions
- Sep 30, 2026$1.4B171 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD MUN BD FDSINTERMEDIATE TRM | 2.4M | +0.8% | $229.3M | 16.1% |
VANGUARD INDEX FDSMRNGSTR VAL ETF | 809.2K | New | $174.9M | 12.3% |
AMERICAN CENTY ETF TRUS SML CP VALU | 1.3M | +0.8% | $158.6M | 11.1% |
ISHARES TRMSCI USA QLT FCT | 614.8K | +0.4% | $136.6M | 9.6% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 798.3K | −4.0% | $87.3M | 6.1% |
ISHARES TRMSCI INTL QUALTY | 887.4K | −0.6% | $43.9M | 3.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 773.8K | −1.4% | $41.6M | 2.9% |
SCHWAB STRATEGIC TRFUND EM EQUI ETF | 940.7K | −3.2% | $39.4M | 2.8% |
DIMENSIONAL ETF TRUSTEMERGING MKTS HI | 911.6K | −0.1% | $37.5M | 2.6% |
WISDOMTREE TREMG MKTS SMCAP | 451K | +0.5% | $28.5M | 2% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 306.6K | +1.9% | $23.7M | 1.7% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 106.1K | −10.7% | $16.5M | 1.2% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 330.5K | +0.0% | $15.7M | 1.1% |
COFCapital One Financial Corp | 77.8K | +0.4% | $15M | 1.1% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 248.3K | +0.4% | $14.3M | 1% |
METAMeta Platforms, Inc. | 15.7K | +0.1% | $11.4M | 0.8% |
VANGUARD WHITEHALL FDSINTL HIGH ETF | 109.6K | −19.8% | $11.1M | 0.8% |
NUENucor Corp | 43.4K | +0.2% | $10.2M | 0.7% |
ISHARES TRMSCI USA MMENTM | 30.6K | +5.3% | $9.7M | 0.7% |
GRMNGarmin Ltd | 28.7K | +0.4% | $8.2M | 0.6% |
SYFSynchrony Financial | 107.6K | +0.4% | $7.6M | 0.5% |
PFGPrincipal Financial Group Inc | 62.7K | +0.7% | $7M | 0.5% |
MPCMarathon Petroleum Corp | 16.4K | +0.3% | $6.5M | 0.5% |
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | 143.4K | +6.3% | $6.4M | 0.4% |
VLOValero Energy Corp | 16K | +0.4% | $6.2M | 0.4% |
PSXPhillips 66 | 23.2K | +0.7% | $5.9M | 0.4% |
GDGeneral Dynamics Corp | 17.5K | +0.4% | $5.8M | 0.4% |
DDSDillard's, Inc. | 8.4K | +0.0% | $5.6M | 0.4% |
TRVTravelers Companies, Inc. | 15.7K | +0.4% | $5.6M | 0.4% |
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | 73.7K | +13.3% | $5.6M | 0.4% |
FITBFifth Third Bancorp | 108.8K | +0.7% | $5.5M | 0.4% |
DHIHorton D R Inc | 39.4K | +0.3% | $5.4M | 0.4% |
GMGeneral Motors Co | 68.9K | +0.2% | $5.3M | 0.4% |
QCOMQualcomm Inc | 28.3K | +0.5% | $5.2M | 0.4% |
METMetLife Inc | 54.7K | +0.6% | $5.2M | 0.4% |
ISHARES TRMSCI INTL MOMENT | 95.6K | +2.4% | $5M | 0.4% |
CVSCVS Health Corp | 57.2K | +0.6% | $4.9M | 0.3% |
ADMArcher-Daniels-Midland Co | 58.4K | +0.6% | $4.6M | 0.3% |
DALDelta Air Lines, Inc. | 55.2K | +0.2% | $4.6M | 0.3% |
REGNRegeneron Pharmaceuticals, Inc. | 6K | +0.1% | $4.6M | 0.3% |
CBChubb Ltd | 13.8K | +0.3% | $4.5M | 0.3% |
DVNDevon Energy Corp | 95.9K | +0.8% | $4.4M | 0.3% |
EOGEOG Resources Inc | 31.2K | +0.8% | $4.3M | 0.3% |
PRUPrudential Financial Inc | 37.5K | +1.2% | $4.3M | 0.3% |
SQMChemical & Mining Co of Chile Inc | 63.1K | +1.0% | $4.1M | 0.3% |
ONON Semiconductor Corp | 52K | ±0% | $4M | 0.3% |
HUMHumana Inc | 10.3K | +0.2% | $3.9M | 0.3% |
CVXChevron Corp | 19K | +1.0% | $3.9M | 0.3% |
BENFranklin Templeton Inc | 116.9K | +1.0% | $3.8M | 0.3% |
INTCIntel Corp | 31.4K | ±0% | $3.8M | 0.3% |
XOMExxonMobil Holdings Corp | 22.7K | New | $3.7M | 0.3% |
ADBEAdobe Inc. | 15.4K | ±0% | $3.7M | 0.3% |
OXYOccidental Petroleum Corp | 63.6K | ±0% | $3.5M | 0.2% |
ACNAccenture plc | 19.2K | ±0% | $3.5M | 0.2% |
CICigna Group | 12.8K | +0.5% | $3.5M | 0.2% |
VZVerizon Communications Inc | 70.7K | +1.7% | $3.2M | 0.2% |
LENLennar Corp | 38.2K | +0.6% | $3.1M | 0.2% |
SPDR SERIES TRUSTST STR BLO 1 ETF | 33.2K | −8.5% | $3M | 0.2% |
FANGDiamondback Energy, Inc. | 16.3K | +0.6% | $3M | 0.2% |
ELVElevance Health, Inc. | 7.5K | +0.4% | $2.9M | 0.2% |
CMCSAComcast Corp | 131.6K | ±0% | $2.9M | 0.2% |
PFEPfizer Inc | 100.2K | +1.8% | $2.9M | 0.2% |
BBYBest BUY Co Inc | 31.7K | +1.1% | $2.8M | 0.2% |
STLDSteel Dynamics Inc | 12.4K | +0.2% | $2.7M | 0.2% |
LYBLyondellBasell Industries N.V. | 46.8K | +1.2% | $2.7M | 0.2% |
VANGUARD INDEX FDSREAL ESTATE ETF | 29.6K | −0.8% | $2.6M | 0.2% |
DINOHF Sinclair Corp | 23.9K | +0.6% | $2.6M | 0.2% |
ISHARES TRBROAD USD HIGH | 68.9K | +4.5% | $2.5M | 0.2% |
KHCKraft Heinz Co | 107.8K | +1.6% | $2.4M | 0.2% |
ISHARES TRSHRT NAT MUN ETF | 23.3K | +0.0% | $2.4M | 0.2% |
COPConocoPhillips | 18.1K | +0.8% | $2.3M | 0.2% |
NVRNVR Inc | 335 | ±0% | $2.1M | 0.1% |
TROWPrice T Rowe Group Inc | 18.6K | +1.1% | $1.9M | 0.1% |
BKEBuckle Inc | 42.9K | +0.8% | $1.8M | 0.1% |
CTSHCognizant Technology Solutions Corp | 30.6K | +0.8% | $1.8M | 0.1% |
BFHBread Financial Holdings, Inc. | 17.8K | +0.2% | $1.7M | 0.1% |
ISHARES TRJPMORGAN USD EMG | 19K | +3.2% | $1.7M | 0.1% |
INSWInternational Seaways, Inc. | 15.3K | +5.1% | $1.7M | 0.1% |
LPGDorian LPG Ltd. | 30.5K | +2.5% | $1.7M | 0.1% |
UVEUniversal Insurance Holdings, Inc. | 39.2K | +0.4% | $1.6M | 0.1% |
SWKSSkyworks Solutions, Inc. | 18.8K | +1.2% | $1.6M | 0.1% |
OFGOFG Bancorp | 31.2K | +0.7% | $1.6M | 0.1% |
BPOPPopular, Inc. | 10K | +0.4% | $1.6M | 0.1% |
ALGNAlign Technology Inc | 10.6K | ±0% | $1.5M | 0.1% |
VANGUARD INDEX FDSMRNGSTR TTL STK | 4.1K | New | $1.5M | 0.1% |
ARWArrow Electronics, Inc. | 6.6K | ±0% | $1.5M | 0.1% |
GLOBAL X FDSUS PFD ETF | 79.7K | +5.1% | $1.4M | 0.1% |
TSNTyson Foods, Inc. | 27.6K | +0.9% | $1.4M | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 8.6K | +2.7% | $1.4M | 0.1% |
HCCWarrior MET Coal, Inc. | 15.3K | +0.1% | $1.3M | 0.1% |
ARCBArcBest Corp | 10.5K | +0.1% | $1.3M | 0.1% |
TNKTeekay Tankers Ltd. | 13.6K | +1.7% | $1.3M | 0.1% |
SMSM Energy Co | 36.9K | +0.8% | $1.2M | 0.1% |
PHMPultegroup Inc | 10.6K | +0.2% | $1.2M | 0.1% |
CNRCore Natural Resources, Inc. | 14.1K | +0.1% | $1.2M | 0.1% |
MCBMetropolitan Bank Holding Corp. | 13.6K | +0.3% | $1.2M | 0.1% |
BIIBBiogen Inc. | 5.1K | ±0% | $1.1M | 0.1% |
PFBCPreferred Bank | 10.9K | +0.7% | $1.1M | 0.1% |
QCRHQCR Holdings Inc | 11.6K | +0.1% | $1.1M | 0.1% |
STNGScorpio Tankers Inc. | 13.2K | +0.6% | $1.1M | 0.1% |
EWBCEast West Bancorp Inc | 8.8K | +0.6% | $1.1M | 0.1% |
ATKRAtkore Inc. | 11.4K | +0.4% | $1.1M | 0.1% |
DIODDiodes Inc | 11K | ±0% | $1.1M | 0.1% |
PRPermian Resources Corp | 50K | +0.8% | $1.1M | 0.1% |
CFCF Industries Holdings, Inc. | 9.1K | +0.4% | $1M | 0.1% |
RHIRobert Half Inc. | 28.4K | +1.8% | $1M | 0.1% |
GNKGenco Shipping & Trading Ltd | 39.6K | +1.4% | $1M | 0.1% |
CHRDChord Energy Corp | 7.7K | +1.1% | $1M | 0.1% |
HAFCHanmi Financial Corp | 33.2K | +0.9% | $1M | 0.1% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 20.8K | +1.4% | $1M | 0.1% |
OVVOvintiv Inc. | 17.5K | +0.5% | $1M | 0.1% |
CCNECNB Financial Corp | 30.2K | +0.6% | $1M | 0.1% |
CATYCathay General Bancorp | 16.7K | +0.6% | $993.7K | 0.1% |
VANGUARD INTL EQUITY INDEX FGLB EX US ETF | 22.6K | −5.9% | $962K | 0.1% |
MHOM/I Homes, Inc. | 6.9K | ±0% | $934.7K | 0.1% |
ABEVAmbev S.A. | 313.9K | +0.4% | $929.6K | 0.1% |
SNDRSchneider National, Inc. | 28.4K | +0.3% | $905.8K | 0.1% |
MTGMgic Investment Corp | 35K | +0.5% | $904.8K | 0.1% |
AGCOAGCO Corp | 7.8K | +0.3% | $896.2K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 11.6K | −2.7% | $882.7K | 0.1% |
SIGSignet Jewelers Ltd | 8.6K | +0.4% | $876.4K | 0.1% |
CMCCommercial Metals Co | 14K | +0.3% | $870K | 0.1% |
NMIHNMI Holdings, Inc. | 22.8K | ±0% | $849.3K | 0.1% |
RBBRBB Bancorp | 32.4K | +0.6% | $842.3K | 0.1% |
AAPLApple Inc. | 2.5K | ±0% | $840.9K | 0.1% |
ZIMZIM Integrated Shipping Services Ltd. | 28K | ±0% | $820.5K | 0.1% |
MTUSMetallus Inc. | 42.2K | ±0% | $801.7K | 0.1% |
CRCCalifornia Resources Corp | 15.5K | +0.8% | $788.4K | 0.1% |
RNRRenaissancere Holdings Ltd | 2.4K | +0.1% | $772.3K | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS VA | 18K | +0.9% | $763.4K | 0.1% |
MGYMagnolia Oil & Gas Corp | 31.6K | +0.6% | $742K | 0.1% |
MTDRMatador Resources Co | 14.4K | +0.7% | $740.9K | 0.1% |
ASOAcademy Sports & Outdoors, Inc. | 15K | +0.9% | $723.4K | 0.1% |
OZKBank OZK | 15.7K | +0.9% | $720.1K | 0.1% |
RESRPC Inc | 127.7K | +0.7% | $719.2K | 0.1% |
PAGSPagSeguro Digital Ltd. | 79.8K | +2.8% | $710.6K | 0.1% |
ETDEthan Allen Interiors Inc | 33.8K | +1.8% | $705.9K | 0.1% |
CMRECostamare Inc. | 46.9K | +0.8% | $689.3K | 0.1% |
MTHMeritage Homes CORP | 10.9K | +0.6% | $685.8K | 0.1% |
ESNTEssent Group Ltd. | 11.8K | +0.5% | $684.3K | 0.1% |
CLFCleveland-Cliffs Inc. | 61.7K | ±0% | $679.3K | 0.1% |
STCStewart Information Services Corp | 13.2K | +0.8% | $657.5K | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 11.5K | −4.8% | $640.5K | 0.1% |
EGEverest Group, Ltd. | 1.7K | +0.5% | $631K | 0.1% |
MOSMosaic Co | 29K | +1.0% | $628.7K | 0.1% |
UFPIUFP Industries Inc | 8.1K | +0.4% | $626.6K | 0.1% |
GSMFerroglobe PLC | 157.4K | +0.5% | $625.5K | 0.1% |
GRNTGranite Ridge Resources, Inc. | 143.1K | +2.4% | $621K | 0.1% |
BTUPeabody Energy Corp | 24.9K | +0.3% | $607.5K | 0.1% |
OLNOlin Corp | 36.4K | +1.0% | $563.7K | 0.1% |
BCCBoise Cascade Co | 7.6K | +0.3% | $561.2K | 0.1% |
LPXLouisiana-Pacific Corp | 8.5K | +0.4% | $549.6K | 0.1% |
IIINInsteel Industries Inc | 18.8K | +0.1% | $546.9K | 0.1% |
WGOWinnebago Industries Inc | 19.9K | +2.4% | $524.2K | 0.1% |
FGF&G Annuities & Life, Inc. | 24K | +0.8% | $519.8K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 6.1K | +2.4% | $517.4K | 0.1% |
SLVMSylvamo Corp | 15.6K | +1.1% | $509.9K | 0.1% |
FMCFMC Corp | 55.7K | +0.7% | $501K | 0.1% |
FNFFidelity National Financial, Inc. | 12.9K | +1.0% | $498.2K | 0.1% |
OXMOxford Industries Inc | 19K | +1.9% | $464.5K | 0.1% |
RGRSturm Ruger & Co Inc | 10.5K | +0.3% | $444.2K | 0.1% |
COLBColumbia Banking System, Inc. | 14.5K | +1.1% | $414.2K | 0.1% |
THOThor Industries Inc | 5.8K | +0.7% | $400.4K | 0.1% |
MGPIMGP Ingredients Inc | 30K | +0.7% | $397.1K | 0.1% |
CHKPCheck Point Software Technologies Ltd | 2.9K | ±0% | $372.7K | 0.1% |
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | 10.7K | +0.0% | $359.2K | 0.1% |
WLKWestlake Corp | 5.3K | +0.7% | $330.7K | 0.1% |
USNAUsana Health Sciences Inc | 18K | ±0% | $260.5K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 1.8K | ±0% | $230.2K | 0.1% |
MBUUMalibu Boats, Inc. | 8.7K | ±0% | $200.4K | 0.1% |
SSTKShutterstock, Inc. | 40.7K | +4.2% | $171.6K | 0.1% |
