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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.2B
$16.4 Million 1.98% of portfolio
76,900
Q2 2025 Added 157.02%
$32.6B
$7.03 Million 0.85% of portfolio
105,409
Q2 2025 Added 0.56%
$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%
$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%
$29B
$4.3 Million 0.52% of portfolio
104,498
Q2 2025 Added 1.08%
$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%
$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%
$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%
$33.5B
$2.57 Million 0.31% of portfolio
99,373
Q2 2025 Added 1.4%
$16.4B
$2.44 Million 0.3% of portfolio
42,243
Q2 2025 Added 2.37%
$25.6B
$2.47 Million 0.3% of portfolio
335
Q4 2023 New
$34.8B
$2.47 Million 0.3% of portfolio
10,100
Q1 2025 New
$35.6B
$2.33 Million 0.28% of portfolio
29,843
Q2 2025 Added 0.45%
$13.1B
$2.2 Million 0.27% of portfolio
62,500
Q2 2024 New
$138B
$2.23 Million 0.27% of portfolio
92,115
Q2 2025 Added 1.9%
$24.6B
$2.17 Million 0.26% of portfolio
15,825
Q2 2025 Added 0.8%
$51.4B
$2.08 Million 0.25% of portfolio
15,510
Q2 2025 Added 1.05%
$15.8B
$1.99 Million 0.24% of portfolio
29,661
Q2 2025 Added 1.51%
$11B
$2 Million 0.24% of portfolio
10,576
Q3 2022 New
$15.3B
$1.89 Million 0.23% of portfolio
71,267
Q2 2025 Added 2.54%
$19B
$1.8 Million 0.22% of portfolio
69,879
Q2 2025 Added 0.82%
$24.3B
$1.69 Million 0.2% of portfolio
17,553
Q2 2025 Added 1.55%
$120B
$1.56 Million 0.19% of portfolio
17,428
Q2 2025 Added 0.91%
$16.3B
$1.48 Million 0.18% of portfolio
26,433
Q2 2025 Added 0.85%
$11.5B
$1.33 Million 0.16% of portfolio
17,867
Q2 2025 Added 1.31%
$17.2B
$1.2 Million 0.14% of portfolio
12,198
Q2 2025 Added 0.4%
$28.1B
$1.11 Million 0.13% of portfolio
10,552
Q2 2025 Added 0.22%
$10.8B
$1.02 Million 0.12% of portfolio
27,868
Q2 2025 Added 0.93%
$11.8B
$1.01 Million 0.12% of portfolio
47,695
Q2 2025 Added 0.9%
$14.4B
$859,000 0.1% of portfolio
8,509
Q2 2025 Added 0.82%
$16.5B
$816,000 0.1% of portfolio
8,879
Q2 2025 Added 0.68%
$35.3B
$734,000 0.09% of portfolio
304,963
Q2 2025 Added 2.18%
$18.6B
$669,000 0.08% of portfolio
5,327
Q1 2025 Added 4.9%

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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