Institutional Manager · CIK 0001695818
Unison Advisors LLC
WASHINGTON, DC · File #028-18212
Latest AUM
$1.14B
Positions
177
Top-10 Concentration
74.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025177 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Sep 2025175 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 2025177 pos · $893.6M
- 13F HOLDINGS REPORTQ/E Mar 2025175 pos · $786.0M
- 13F HOLDINGS REPORTQ/E Dec 2024180 pos · $840.0M
- 13F HOLDINGS REPORTQ/E Sep 2024179 pos · $831.3M
- 13F HOLDINGS REPORTQ/E Jun 2024180 pos · $796.8M
- 13F HOLDINGS REPORTQ/E Mar 2024179 pos · $1.01B
- 13F HOLDINGS REPORTQ/E Dec 2023180 pos · $850.4M
- 13F HOLDINGS REPORTQ/E Sep 2023178 pos · $901.1M
- 13F HOLDINGS REPORTQ/E Jun 2023179 pos · $900.5M
- 13F HOLDINGS REPORTQ/E Mar 2023181 pos · $768.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD MUN BD FDS | 922907738 | 2,195,778 | $221.4M | 21.93% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 1,313,639 | $134.0M | 13.27% |
| 3 | AMERICAN CENTY ETF TR | 025072802 | 828,958 | $77.9M | 7.72% |
| 4 | VANGUARD INDEX FDS | 922908744 | 405,305 | $77.4M | 7.67% |
| 5 | ISHARES TR | 46432F339 | 373,248 | $74.1M | 7.34% |
| 6 | ISHARES TR | 46434V456 | 851,886 | $38.7M | 3.83% |
| 7 | SCHWAB STRATEGIC TR | 808524730 | 998,564 | $36.0M | 3.57% |
| 8 | SCHWAB STRATEGIC TR | 808524755 | 781,514 | $35.3M | 3.50% |
| 9 | DIMENSIONAL ETF TRUST | 25434V757 | 899,007 | $29.0M | 2.87% |
| 10 | WISDOMTREE TR | WT | 444,464 | $25.4M | 2.52% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C409 | 257,919 | $20.6M | 2.04% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 76,900 | $18.6M | 1.85% |
| 13 | VANGUARD WHITEHALL FDS | 921946406 | 118,733 | $17.0M | 1.69% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 330,178 | $16.6M | 1.64% |
| 15 | VANGUARD WHITEHALL FDS | 921946794 | 153,197 | $13.8M | 1.37% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C102 | 204,878 | $12.0M | 1.19% |
| 17 | META PLATFORMS INC | META | 15,617 | $10.3M | 1.02% |
| 18 | SYNCHRONY FINANCIAL | SYF-PB | 106,300 | $8.9M | 0.88% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 35,024 | $7.5M | 0.74% |
| 20 | NUCOR CORP | NUE | 42,992 | $7.0M | 0.70% |