Unison Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.32B
Q ending 2026-03-31
Prior quarter
$1.14B
Q ending 2025-12-31
Change
+15.2% QoQ · +67.7% YoY
Positions
175
reported holdings
Largest positions
Top 100 of 175 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Mun Bd Fds | VTEI | Shares | $236.7M | 2.4M |
| Vanguard Index Fds | VTV | Shares | $156.9M | 799K |
| American Centy Etf Tr | AVUV | Shares | $146.8M | 1.3M |
| Ishares Tr | QUAL | Shares | $115.7M | 603K |
| American Centy Etf Tr | AVDV | Shares | $82.6M | 828K |
| Ishares Tr | IQLT | Shares | $40.2M | 869K |
| Schwab Strategic Tr | FNDF | Shares | $38.6M | 788K |
| Schwab Strategic Tr | FNDE | Shares | $37.2M | 973K |
| Dimensional Etf Trust | DEHP | Shares | $30.7M | 907K |
| Wisdomtree Tr | DGS | Shares | $26.8M | 445K |
| Vanguard Scottsdale Fds | VCSH | Shares | $22.4M | 282K |
| Vanguard Whitehall Fds | VYM | Shares | $17.6M | 119K |
| Vanguard Mun Bd Fds | VTEB | Shares | $16.5M | 330K |
| Capital One Finl Corp | COF | Shares | $14.1M | 77K |
| Vanguard Scottsdale Fds | VGSH | Shares | $13.7M | 234K |
| Vanguard Whitehall Fds | VYMI | Shares | $12.9M | 136K |
| Meta Platforms Inc | META | Shares | $8.9M | 16K |
| Nucor Corp | NUE | Shares | $7.3M | 43K |
| Synchrony Financial | SYF | Shares | $7.3M | 107K |
| Advanced Micro Devices Inc | AMD | Shares | $7.1M | 35K |
| Garmin Ltd | Shares | $6.6M | 28K | |
| Ishares Tr | MTUM | Shares | $6.0M | 25K |
| General Dynamics Corp | GD | Shares | $6.0M | 17K |
| Vanguard Scottsdale Fds | VMBS | Shares | $5.9M | 125K |
| Principal Financial Group In | PFG | Shares | $5.6M | 62K |
| D R Horton Inc | DHI | Shares | $5.4M | 39K |
| Cisco Sys Inc | CSCO | Shares | $5.3M | 68K |
| General Mtrs Co | GM | Shares | $5.1M | 69K |
| Sociedad Quimica Y Minera De | SQM | Shares | $5.1M | 63K |
| Fifth Third Bancorp | FITB | Shares | $5.0M | 107K |
| Regeneron Pharmaceuticals | REGN | Shares | $4.7M | 6K |
| Dillards Inc | DDS | Shares | $4.6M | 8K |
| Travelers Companies Inc | TRV | Shares | $4.6M | 16K |
| Vanguard Instl Index Fd | VBIL | Shares | $4.5M | 59K |
| Chubb Ltd Switz | Shares | $4.5M | 14K | |
| Eog Res Inc | EOG | Shares | $4.4M | 31K |
| Ishares Tr | IMTM | Shares | $4.3M | 90K |
| Archer Daniels Midland Co | ADM | Shares | $4.2M | 58K |
| Cvs Health Corp | CVS | Shares | $4.0M | 56K |
| Valero Energy Corp | VLO | Shares | $3.9M | 16K |
| Chevron Corporation | CVX | Shares | $3.9M | 19K |
| Metlife Inc | MET | Shares | $3.8M | 54K |
| Exxon Mobil Corp | XOM | Shares | $3.8M | 22K |
| Spdr Series Trust | BIL | Shares | $3.7M | 40K |
| Lyondellbasell Industries Nv | Shares | $3.7M | 46K | |
| Prudential Finl Inc | PRU | Shares | $3.6M | 37K |
| Verizon Communications Inc | VZ | Shares | $3.4M | 69K |
| The Cigna Group | CI | Shares | $3.4M | 13K |
| Lennar Corp | LEN | Shares | $3.3M | 38K |
| On Semiconductor Corp | ON | Shares | $3.2M | 52K |
| Diamondback Energy Inc | FANG | Shares | $3.2M | 16K |
| Dow Hldgs Inc | DOW | Shares | $3.1M | 75K |
| Labcorp Holdings Inc | LH | Shares | $3.0M | 11K |
| Emerson Elec Co | EMR | Shares | $2.8M | 22K |
| Franklin Resources Inc | BEN | Shares | $2.7M | 114K |
| Pfizer Inc | PFE | Shares | $2.7M | 97K |
| Echostar Corp | ECHO | Shares | $2.7M | 23K |
| Vanguard Index Fds | VNQ | Shares | $2.6M | 29K |
| Ishares Tr | SUB | Shares | $2.5M | 23K |
| Conocophillips | COP | Shares | $2.4M | 18K |
| Kraft Heinz Co | KHC | Shares | $2.3M | 104K |
| Albemarle Corp | ALB | Shares | $2.3M | 13K |
| Hp Inc | HPQ | Shares | $2.3M | 118K |
| Ishares Tr | USHY | Shares | $2.3M | 62K |
| Steel Dynamics Inc | STLD | Shares | $2.2M | 12K |
| Nvr Inc | NVR | Shares | $2.2M | 335 |
| Elevance Health Inc Formerly | ELV | Shares | $2.2M | 7K |
| Buckle Inc | BKE | Shares | $2.1M | 42K |
| Best Buy Inc | BBY | Shares | $2.0M | 31K |
| Cognizant Technology Solutio | CTSH | Shares | $1.9M | 30K |
| Align Technology Inc | ALGN | Shares | $1.8M | 11K |
| Humana Inc | HUM | Shares | $1.8M | 10K |
| Weyerhaeuser Co | WY | Shares | $1.8M | 72K |
| Tyson Foods Inc | TSN | Shares | $1.7M | 27K |
| Price T Rowe Group Inc | TROW | Shares | $1.6M | 18K |
| Ishares Tr | EMB | Shares | $1.6M | 17K |
| Core Natural Resources Inc | CNR | Shares | $1.5M | 14K |
| Hf Sinclair Corp | DINO | Shares | $1.5M | 24K |
| Warrior Met Coal Inc | HCC | Shares | $1.4M | 15K |
| Intel Corp | INTC | Shares | $1.4M | 31K |
| Popular Inc | BPOP | Shares | $1.3M | 10K |
| Bread Financial Holdings Inc | BFH | Shares | $1.3M | 18K |
| Universal Ins Hldgs Inc | UVE | Shares | $1.3M | 39K |
| Vanguard Index Fds | VTI | Shares | $1.3M | 4K |
| Global X Fds | PFFD | Shares | $1.3M | 70K |
| Ofg Bancorp | OFG | Shares | $1.3M | 31K |
| Pulte Group Inc | PHM | Shares | $1.2M | 11K |
| Cf Industries Hold | CF | Shares | $1.2M | 9K |
| Vanguard Intl Equity Index F | VT | Shares | $1.2M | 8K |
| Metropolitan Bk Hldg Corp | MCB | Shares | $1.1M | 14K |
| Sm Energy Company | SM | Shares | $1.1M | 36K |
| Chord Energy Corporation | CHRD | Shares | $1.1M | 8K |
| Vanguard Intl Equity Index F | VNQI | Shares | $1.1M | 24K |
| Olin Corp | OLN | Shares | $1.1M | 36K |
| California Res Corp | CRC | Shares | $1.1M | 15K |
| Permian Resources Corp | PR | Shares | $1.0M | 49K |
| Arcbest Corp | ARCB | Shares | $1.0M | 11K |
| International Seaways Inc | Shares | $1.0M | 14K | |
| Ovintiv Inc | OVV | Shares | $1.0M | 17K |
| Vanguard Malvern Fds | VTIP | Shares | $1.0M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.