0001420506-26-000717.txt : 20260423 0001420506-26-000717.hdr.sgml : 20260423 20260423112530 ACCESSION NUMBER: 0001420506-26-000717 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260423 DATE AS OF CHANGE: 20260423 EFFECTIVENESS DATE: 20260423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Unify Financial Advisors CENTRAL INDEX KEY: 0002126814 ORGANIZATION NAME: EIN: 880602514 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26799 FILM NUMBER: 26886741 BUSINESS ADDRESS: STREET 1: 1465 S. FORT HARRISON AVENUE STREET 2: SUITE 201 CITY: CLEARWATER STATE: FL ZIP: 33756 BUSINESS PHONE: 727-306-0299 MAIL ADDRESS: STREET 1: 1465 S. FORT HARRISON AVENUE STREET 2: SUITE 201 CITY: CLEARWATER STATE: FL ZIP: 33756 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002126814 XXXXXXXX 03-31-2026 03-31-2026 false Unify Financial Advisors

1465 S. FORT HARRISON AVENUE SUITE 201 CLEARWATER FL 33756

13F HOLDINGS REPORT 028-26799 N T. Gregory Reymann, II 813-497-1400 T. Gregory Reymann, II, Compliance Attorney St. Petersburg FL 04-21-2026 0 89 96386976 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR UNIFY FINANCIAL ADVISORS (9597) ADVANCED MICRO DEVICES INC COM 007903107 308196 1515 SH SOLE 1515 0 0 AFLAC INC COM 001055102 207462 1891 SH SOLE 1891 0 0 ALBEMARLE CORP 7.25% DEP SHS A 012653200 346317 4820 SH SOLE 4820 0 0 ALBEMARLE CORP COM 012653101 464624 2588 SH SOLE 2588 0 0 ALPHABET INC CAP STK CL A 02079K305 1281655 4457 SH SOLE 4457 0 0 ALPHABET INC CAP STK CL C 02079K107 476188 1660 SH SOLE 1660 0 0 AMAZON COM INC COM 023135106 1444352 6935 SH SOLE 6935 0 0 AMERICAN TOWER CORP COM 03027X100 339292 1966 SH SOLE 1966 0 0 AMGEN INC COM 031162100 286406 814 SH SOLE 814 0 0 AMRIZE LTD SHS H2927K103 421663 7527 SH SOLE 7527 0 0 APPLE INC COM 037833100 1611393 6349 SH SOLE 6349 0 0 APPLIED MATLS INC COM 038222105 212935 623 SH SOLE 623 0 0 BLACKROCK ETF TRUST ISHARES A I INNO 09290C780 1027941 31197 SH SOLE 31197 0 0 CELSIUS HLDGS INC COM NEW 15118V207 282598 7965 SH SOLE 7965 0 0 CHEVRON CORPORATION COM 166764100 342536 1656 SH SOLE 1655 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 214147 6690 SH SOLE 6690 0 0 COCA COLA CO COM 191216100 212515 2794 SH SOLE 2794 0 0 CONSTELLATION ENERGY CORP COM 21037T109 762911 2732 SH SOLE 2732 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 1282405 1287 SH SOLE 1287 0 0 DANAHER CORP DEL COM 235851102 438924 2315 SH SOLE 2315 0 0 DELL TECHNOLOGIES INC CL C 24703L202 919128 5600 SH SOLE 5600 0 0 DELTA AIR LINES INC COM NEW 247361702 455122 6846 SH SOLE 6846 0 0 EXXON MOBIL CORP COM 30231G102 714778 4213 SH SOLE 4213 0 0 GENERAL DYNAMICS CORP COM 369550108 229614 669 SH SOLE 669 0 0 HOME DEPOT INC COM 437076102 237787 723 SH SOLE 723 0 0 INTUIT COM 461202103 436704 1010 SH SOLE 1010 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 261842 568 SH SOLE 568 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 331831 14440 SH SOLE 14440 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 251415 1310 SH SOLE 1310 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1978738 28369 SH SOLE 28369 0 0 ISHARES INC MSCI EMRG CHN 46434G764 247071 3141 SH SOLE 3141 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 1140150 11320 SH SOLE 11320 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 858042 16325 SH SOLE 16325 0 0 ISHARES TR CORE INTL AGGR 46435G672 959017 19165 SH SOLE 19165 0 0 ISHARES TR CORE S&P500 ETF 464287200 7478601 11449 SH SOLE 11449 0 0 ISHARES TR CORE US AGGBD ET 464287226 684963 6900 SH SOLE 6900 0 0 ISHARES TR JPMORGAN USD EMG 464288281 227780 2425 SH SOLE 2425 0 0 ISHARES TR EAFE GRWTH ETF 464288885 1136419 10204 SH SOLE 10204 0 0 ISHARES TR EAFE VALUE ETF 464288877 1885070 25354 SH SOLE 25354 0 0 ISHARES TR MSCI USA MMENTM 46432F396 958760 3995 SH SOLE 3995 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1472334 7676 SH SOLE 7676 0 0 ISHARES TR NATIONAL MUN ETF 464288414 597625 5630 SH SOLE 5630 0 0 ISHARES TR PFD AND INCM SEC 464288687 892985 29452 SH SOLE 29452 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3276118 28964 SH SOLE 28964 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2541824 12038 SH SOLE 12038 0 0 ISHARES TR US AER DEF ETF 464288760 756656 3459 SH SOLE 3459 0 0 ISHARES TR US TREAS BD ETF 46429B267 610574 26651 SH SOLE 26651 0 0 JOHNSON & JOHNSON COM 478160104 510808 2090 SH SOLE 2089 0 0 JOHNSON CONTROLS INTERNATION SHS G51502105 332220 2537 SH SOLE 2537 0 0 JPMORGAN CHASE & CO COM 46625H100 1386082 4712 SH SOLE 4712 0 0 MARATHON PETE CORP COM 56585A102 387025 1585 SH SOLE 1585 0 0 MCDONALDS CORP COM 580135101 304426 980 SH SOLE 979 0 0 META PLATFORMS INC CL A 30303M102 946303 1654 SH SOLE 1654 0 0 MICRON TECHNOLOGY INC COM 595112103 509463 1508 SH SOLE 1508 0 0 MICROSOFT CORP COM 594918104 1237108 3342 SH SOLE 3342 0 0 NEXTERA ENERGY INC COM 65339F101 822335 8854 SH SOLE 8853 0 0 NVIDIA CORPORATION COM 67066G104 1552859 8904 SH SOLE 8904 0 0 PARKER-HANNIFIN CORP COM 701094104 1152174 1287 SH SOLE 1287 0 0 PROCTER & GAMBLE CO COM 742718109 216790 1501 SH SOLE 1500 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 423911 8837 SH SOLE 8837 0 0 SALESFORCE INC COM 79466L302 502329 2691 SH SOLE 2691 0 0 SCHWAB CHARLES CORP COM 808513105 529671 5636 SH SOLE 5636 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1052921 42269 SH SOLE 42269 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1788831 72276 SH SOLE 72276 0 0 SCHWAB STRATEGIC TR MUN BD ETF 808524649 433160 17000 SH SOLE 17000 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 535008 22044 SH SOLE 22044 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4913082 195740 SH SOLE 195740 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1065265 41547 SH SOLE 41547 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 219874 7561 SH SOLE 7561 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 8665588 373195 SH SOLE 373195 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 631671 20589 SH SOLE 20589 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 492747 4154 SH SOLE 4154 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R200 708125 23006 SH SOLE 23006 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A854 585072 7644 SH SOLE 7644 0 0 STARBUCKS CORP COM 855244109 867500 9683 SH SOLE 9683 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1733806 2666 SH SOLE 2666 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 545113 1613 SH SOLE 1613 0 0 TESLA INC COM 88160R101 214500 577 SH SOLE 577 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 220872 530 SH SOLE 530 0 0 TRI CONTL CORP COM 895436103 256795 8129 SH SOLE 8129 0 0 UBER TECHNOLOGIES INC COM 90353T100 635286 8832 SH SOLE 8832 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6187142 19286 SH SOLE 19286 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 683992 4945 SH SOLE 4945 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 4429498 94345 SH SOLE 94345 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 984975 4580 SH SOLE 4580 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2237192 29013 SH SOLE 29013 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 881377 17557 SH SOLE 17557 0 0 VISA INC COM CL A 92826C839 438248 1450 SH SOLE 1450 0 0 WALMART INC COM 931142103 660424 5314 SH SOLE 5314 0 0