Unison Advisors LLC
CIK: 0001695818SEC EDGAR →
Portfolio Value
$1.1B
Holdings
177
As of
Q4 2025
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MUN BD FDS | 2,195,778 | $221.4M | 19.35% |
| 2 | AMERICAN CENTY ETF TR | 1,313,639 | $134.0M | 11.71% |
| 3 | AMERICAN CENTY ETF TR | 828,958 | $77.9M | 6.81% |
| 4 | VANGUARD INDEX FDS | 405,305 | $77.4M | 6.76% |
| 5 | ISHARES TR | 373,248 | $74.1M | 6.48% |
| 6 | ISHARES TR | 851,886 | $38.7M | 3.38% |
| 7 | SCHWAB STRATEGIC TR | 998,564 | $36.0M | 3.15% |
| 8 | SCHWAB STRATEGIC TR | 781,514 | $35.3M | 3.09% |
| 9 | DIMENSIONAL ETF TRUST | 899,007 | $29.0M | 2.53% |
| 10 | WISDOMTREE TR | 444,464 | $25.4M | 2.22% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (177)
$221.4M · 2.2M shares
$134.0M · 1.3M shares
$77.9M · 829K shares
$77.4M · 405K shares
$74.1M · 373K shares
$38.7M · 852K shares
$36.0M · 999K shares
$35.3M · 782K shares
$29.0M · 899K shares
$25.4M · 444K shares
$20.6M · 258K shares
$18.6M · 77K shares
$17.0M · 119K shares
$16.6M · 330K shares
$13.8M · 153K shares
$12.0M · 205K shares
$10.3M · 16K shares
$8.9M · 106K shares
$7.5M · 35K shares
$7.0M · 43K shares
$6.1M · 24K shares
$5.8M · 17K shares
$5.7M · 28K shares
$5.7M · 121K shares
$5.6M · 39K shares
$5.6M · 68K shares
$5.4M · 61K shares
$5.2M · 68K shares
$5.1M · 8K shares
$5.0M · 106K shares
$4.6M · 6K shares
$4.5M · 16K shares
$4.4M · 56K shares
$4.3M · 63K shares
$4.3M · 14K shares
$4.2M · 54K shares
$4.2M · 87K shares
$4.1M · 36K shares
$4.0M · 44K shares
$3.9M · 38K shares
$3.5M · 13K shares
$3.5M · 46K shares
$3.3M · 57K shares
$3.2M · 30K shares
$2.9M · 22K shares
$2.8M · 11K shares
$2.8M · 52K shares
$2.8M · 18K shares
$2.7M · 67K shares
$2.7M · 112K shares
$2.7M · 22K shares
$2.6M · 116K shares
$2.6M · 10K shares
$2.6M · 7K shares
$2.6M · 16K shares
$2.5M · 28K shares
$2.5M · 30K shares
$2.5M · 102K shares
$2.5M · 23K shares
$2.5M · 23K shares
$2.4M · 335 shares
$2.4M · 16K shares
$2.4M · 95K shares
$2.3M · 60K shares
$2.2M · 42K shares
$2.1M · 12K shares
$2.1M · 30K shares
$1.9M · 44K shares
$1.8M · 18K shares
$1.8M · 13K shares
$1.7M · 74K shares
$1.7M · 71K shares
$1.7M · 18K shares
$1.7M · 11K shares
$1.6M · 17K shares
$1.6M · 27K shares
$1.4M · 4K shares
$1.3M · 15K shares
$1.3M · 18K shares
$1.3M · 39K shares
$1.3M · 67K shares
$1.3M · 31K shares
$1.2M · 14K shares
$1.2M · 11K shares
$1.2M · 10K shares
$1.2M · 26K shares
$1.2M · 8K shares
$1.2M · 31K shares
$1.2M · 18K shares
$1.1M · 23K shares
$1.0M · 14K shares
$1.0M · 20K shares
$1.0M · 34K shares
$1.0M · 11K shares
$981K · 12K shares
$967K · 9K shares
$962K · 12K shares
$961K · 14K shares
$928K · 23K shares
$908K · 13K shares
$893K · 5K shares
$885K · 7K shares
$871K · 32K shares
$819K · 62K shares
$812K · 8K shares
$809K · 311K shares
$792K · 16K shares
$779K · 11K shares
$778K · 19K shares
$775K · 30K shares
$767K · 55K shares
$756K · 12K shares
$748K · 28K shares
$744K · 36K shares
$742K · 15K shares
$740K · 27K shares
$735K · 25K shares
$735K · 15K shares
$733K · 8K shares
$732K · 32K shares
$731K · 76K shares
$730K · 38K shares
$724K · 156K shares
$724K · 42K shares
$723K · 7K shares
$718K · 46K shares
$718K · 30K shares
$714K · 11K shares
$710K · 29K shares
$708K · 13K shares
$705K · 38K shares
$704K · 8K shares
$704K · 11K shares
$701K · 23K shares
$701K · 15K shares
$700K · 8K shares
$694K · 9K shares
$690K · 49K shares
$687K · 14K shares
$686K · 126K shares
$684K · 15K shares
$683K · 13K shares
$683K · 31K shares
$682K · 36K shares
$680K · 8K shares
$680K · 28K shares
$679K · 2K shares
$677K · 17K shares
$669K · 2K shares
$663K · 13K shares
$654K · 32K shares
$652K · 11K shares
$651K · 33K shares
$645K · 22K shares
$644K · 137K shares
$635K · 24K shares
$628K · 18K shares
$609K · 18K shares
$599K · 12K shares
$596K · 14K shares
$594K · 28K shares
$584K · 6K shares
$576K · 18K shares
$576K · 2K shares
$552K · 8K shares
$541K · 11K shares
$538K · 3K shares
$514K · 16K shares
$506K · 13K shares
$443K · 6K shares
$395K · 14K shares
$385K · 5K shares
$353K · 18K shares
$339K · 10K shares
$333K · 11K shares
$246K · 9K shares
$230K · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $725.6M | 63.4% |
| Unknown | 7 | $233.2M | 20.4% |
| Consumer Cyclical | 19 | $35.3M | 3.1% |
| Technology | 12 | $30.6M | 2.7% |
| Energy | 24 | $29.2M | 2.5% |
| Basic Materials | 18 | $27.7M | 2.4% |
| Healthcare | 9 | $24.1M | 2.1% |
| Industrials | 12 | $15.4M | 1.3% |
| Communication Services | 3 | $11.7M | 1.0% |
| Consumer Defensive | 6 | $9.2M | 0.8% |
| Real Estate | 2 | $2.3M | 0.2% |