Unison Advisors portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 29, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Unison Advisors reported a $1.4 bn portfolio of 171 positions to the SEC as of the end of Q3 2026. Its largest positions are VTEI, VTV, AVUV.
Sections with a free account
What changed this quarter
48 positions with a change (37 added to, 9 trimmed, 2 sold).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard Int Tax-exempt Bond ETFVTEI16.1%
- Vanguard Mrngstr Val ETF-aui ETFVTV12.3%
- American Centy ETF TrAVUV11.1%
- iShares Msci USA Quality FAC ETFQUAL9.6%
- American Centy ETF TrAVDV6.1%
- iShares Msci International Q ETFIQLT3.1%
- Schwab Fndmn International LRG Co ETFFNDF2.9%
- Schwab Fndmntl EM MRK Eq ETFFNDE2.8%
- Dimensional ETF TrustDEHP2.6%
- WisdomTree EM Small Cap ETFDGS2.0%
- Vanguard S/t Corp Bond ETFVCSH1.7%
- Vanguard High DVD Yield ETFVYM1.2%
- Vanguard Tax-exempt Bond ETFVTEB1.1%
- Capital One FinancialCOF1.1%
- Vanguard Short-term Treasury ETFVGSH1.0%
Portfolio by sector
- ● No sector 78%
- ● Financials 6%
- ● Energy 4%
- ● Consumer Discretionary 3%
- ● Materials 2%
- ● Information Technology 2%
- ● Industrials 2%
- ● Health Care 2%
- ● Communication Services 1%
- ● Consumer Staples 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Soma Equity PartnersInvestment firm · $1.4 bn
- Clean Energy Transition LLPInvestment firm · $1.4 bn
- Bristol Gate Capital PartnersInvestment firm · $1.4 bn
- Guardcap Asset ManagementInvestment firm · $1.4 bn
- Stack Financial Management$1.4 bn
- Pale Fire Capital$1.4 bn