Unison Advisors LLC Portfolio Holdings

Unison Advisors LLC

  • $828 Million
  • Q2 2025

Unison Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $828 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $97.6M, American Centy ETF Tr Avantis with a value of $93.2M, Vanguard Value ETF with a value of $67.5M, Schwab Fundamental Emerging Mk with a value of $43.9M, and Ishares Msci Usa Quality Facto with a value of $40.5M.

Examining the 13F form we can see an increase of $47.3M in the current position value, from $781M to 828M.

Below you can find more details about Unison Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $828 Million
ETFs: $589 Million
Financial Services: $72.4 Million
Consumer Cyclical: $29.6 Million
Technology: $28.7 Million
Healthcare: $22.7 Million
Basic Materials: $21.1 Million
Energy: $17.3 Million
Industrials: $17.1 Million
Other: $30.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$97.6 Million 11.79% of portfolio
1,071,733
Q2 2025 Added 0.63%
$0
$93.2 Million 11.26% of portfolio
1,176,012
Q2 2025 Added 0.99%
$0
$67.5 Million 8.15% of portfolio
381,746
Q2 2025 Added 0.09%
$0
$43.9 Million 5.3% of portfolio
1,330,222
Q2 2025 Reduced 1.38%
$0
$40.5 Million 4.89% of portfolio
221,609
Q2 2025 Added 3.61%
$0
$36.5 Million 4.41% of portfolio
845,151
Q2 2025 Added 2.55%
$0
$35.6 Million 4.3% of portfolio
1,271,042
Q2 2025 Added 0.61%
$0
$31.1 Million 3.75% of portfolio
776,731
Q2 2025 Reduced 1.25%
$0
$29.5 Million 3.56% of portfolio
533,921
Q2 2025 Reduced 25.69%
$0
$20 Million 2.41% of portfolio
251,508
Q2 2025 Added 5.61%
$83.2B
$16.4 Million 1.98% of portfolio
76,900
Q2 2025 Added 157.02%
$0
$16.2 Million 1.95% of portfolio
329,967
Q2 2025 Added 0.04%
$0
$15.8 Million 1.91% of portfolio
118,680
Q2 2025 Added 7.51%
$0
$12.3 Million 1.48% of portfolio
153,315
Q2 2025 Reduced 0.35%
$0
$11.7 Million 1.42% of portfolio
199,467
Q2 2025 Added 6.22%
$1.78T
$11.5 Million 1.39% of portfolio
15,617
Q2 2025 Added 0.1%
$0
$6.03 Million 0.73% of portfolio
25,085
Q2 2025 Added 5.91%
$44.6B
$5.87 Million 0.71% of portfolio
28,123
Q2 2025 Added 0.41%
$36.3B
$5.53 Million 0.67% of portfolio
42,653
Q2 2025 Added 0.52%
$0
$5.5 Million 0.66% of portfolio
118,778
Q2 2025 Added 8.9%
$282B
$4.97 Million 0.6% of portfolio
35,024
Q3 2022 New
$86.2B
$4.99 Million 0.6% of portfolio
17,111
Q2 2025 Added 0.56%
$55B
$5.01 Million 0.6% of portfolio
38,846
Q2 2025 Added 0.33%
$19.3B
$4.77 Million 0.58% of portfolio
60,077
Q2 2025 Added 1.04%
$293B
$4.65 Million 0.56% of portfolio
67,020
Q2 2025 Added 0.73%
$29B
$4.3 Million 0.52% of portfolio
104,498
Q2 2025 Added 1.08%
$0
$4.23 Million 0.51% of portfolio
46,151
Q2 2025 Reduced 7.36%
$61.1B
$4.25 Million 0.51% of portfolio
52,805
Q2 2025 Added 0.78%
$85.6B
$4.12 Million 0.5% of portfolio
12,454
Q1 2025 Added 0.48%
$31.7B
$4.13 Million 0.5% of portfolio
37,343
Q2 2025 Added 0.47%
$61.9B
$4.13 Million 0.5% of portfolio
15,441
Q2 2025 Added 0.44%
$0
$4.05 Million 0.49% of portfolio
88,674
Q2 2025 Added 5.37%
$112B
$3.94 Million 0.48% of portfolio
13,588
Q2 2025 Added 0.32%
$86B
$3.78 Million 0.46% of portfolio
54,864
Q2 2025 Added 1.04%
$39.1B
$3.78 Million 0.46% of portfolio
35,218
Q2 2025 Added 1.41%
$69.2B
$3.58 Million 0.43% of portfolio
29,957
Q2 2025 Added 0.89%
$76.9B
$3.35 Million 0.4% of portfolio
68,076
Q2 2025 Added 0.28%
$6.29B
$3.34 Million 0.4% of portfolio
7,994
Q2 2025 Added 2.33%
$59.7B
$3.15 Million 0.38% of portfolio
6,006
Q2 2025 Added 0.13%
$32.2B
$2.96 Million 0.36% of portfolio
56,157
Q2 2025 Added 1.18%
$27.5B
$2.82 Million 0.34% of portfolio
115,170
Q2 2025 Added 1.03%
$182B
$2.83 Million 0.34% of portfolio
65,308
Q2 2025 Added 1.56%
$78.6B
$2.86 Million 0.34% of portfolio
21,416
Q2 2025 Added 0.54%
$70.7B
$2.85 Million 0.34% of portfolio
7,328
Q2 2025 Added 0.38%
$21.7B
$2.73 Million 0.33% of portfolio
52,000
Q1 2025 New
$12.8B
$2.66 Million 0.32% of portfolio
111,625
Q2 2025 Added 1.84%
$0
$2.53 Million 0.31% of portfolio
28,387
Q2 2025 Added 1.48%
$33.5B
$2.57 Million 0.31% of portfolio
99,373
Q2 2025 Added 1.4%
$302B
$2.59 Million 0.31% of portfolio
18,116
Q2 2025 Added 1.21%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $828 Million
  • Prior Value $781 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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