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
$15.2B
$2.44 Million 0.3% of portfolio
42,243
Q2 2025 Added 2.37%
$0
$2.47 Million 0.3% of portfolio
23,262
Q2 2025 Added 0.02%
$24.9B
$2.47 Million 0.3% of portfolio
335
Q4 2023 New
$33.1B
$2.47 Million 0.3% of portfolio
10,100
Q1 2025 New
$468B
$2.35 Million 0.28% of portfolio
21,804
Q2 2025 Added 0.96%
$34.8B
$2.33 Million 0.28% of portfolio
29,843
Q2 2025 Added 0.45%
$12.8B
$2.2 Million 0.27% of portfolio
62,500
Q2 2024 New
$0
$2.22 Million 0.27% of portfolio
59,243
Q2 2025 Added 3.07%
$138B
$2.23 Million 0.27% of portfolio
92,115
Q2 2025 Added 1.9%
$25.2B
$2.17 Million 0.26% of portfolio
15,825
Q2 2025 Added 0.8%
$62.5B
$2.08 Million 0.25% of portfolio
15,510
Q2 2025 Added 1.05%
$17.4B
$1.99 Million 0.24% of portfolio
29,661
Q2 2025 Added 1.51%
$10.1B
$2 Million 0.24% of portfolio
10,576
Q3 2022 New
$15.4B
$1.89 Million 0.23% of portfolio
71,267
Q2 2025 Added 2.54%
$2.69B
$1.88 Million 0.23% of portfolio
41,474
Q2 2025 Added 7.9%
$17.7B
$1.8 Million 0.22% of portfolio
69,879
Q2 2025 Added 0.82%
$0
$1.57 Million 0.19% of portfolio
16,913
Q2 2025 Added 3.11%
$112B
$1.56 Million 0.19% of portfolio
17,428
Q2 2025 Added 0.91%
$5.68B
$1.52 Million 0.18% of portfolio
19,086
Q2 2025 Added 0.36%
$15.3B
$1.48 Million 0.18% of portfolio
26,433
Q2 2025 Added 0.85%
$2.36B
$1.41 Million 0.17% of portfolio
43,174
Q2 2025 Added 0.51%
$2.06B
$1.29 Million 0.16% of portfolio
30,188
Q2 2025 Added 0.71%
$11.7B
$1.33 Million 0.16% of portfolio
17,867
Q2 2025 Added 1.31%
$0
$1.22 Million 0.15% of portfolio
4,004
Q2 2025 Added 1.6%
$0
$1.24 Million 0.15% of portfolio
66,032
Q2 2025 Added 5.85%
$0
$1.2 Million 0.14% of portfolio
25,895
Q2 2025 Reduced 0.27%
$17.2B
$1.2 Million 0.14% of portfolio
12,198
Q2 2025 Added 0.4%
$0
$1.07 Million 0.13% of portfolio
8,334
Q2 2025 Added 0.18%
$381M
$1.09 Million 0.13% of portfolio
40,407
Q2 2025 Added 0.51%
$0
$1.12 Million 0.13% of portfolio
14,190
Q2 2025 Reduced 20.95%
$28.5B
$1.11 Million 0.13% of portfolio
10,552
Q2 2025 Added 0.22%
$9.02B
$1.08 Million 0.13% of portfolio
9,766
Q2 2025 Added 0.84%
$916M
$1.06 Million 0.13% of portfolio
38,276
Q2 2025 Added 0.75%
$0
$992,000 0.12% of portfolio
19,749
Q2 2025 Added 0.19%
$4.12B
$990,000 0.12% of portfolio
9,941
Q2 2025 Added 1.58%
$10.3B
$1.02 Million 0.12% of portfolio
27,868
Q2 2025 Added 0.93%
$12.4B
$1.01 Million 0.12% of portfolio
47,695
Q2 2025 Added 0.9%
$3.07B
$960,000 0.12% of portfolio
22,757
Q3 2022 Added 33.15%
$2.95B
$1 Million 0.12% of portfolio
17,568
Q2 2025 Added 0.47%
$1.07B
$964,000 0.12% of portfolio
15,210
Q2 2025 Added 0.26%
$864M
$945,000 0.11% of portfolio
13,500
Q3 2024 New
$8.39B
$949,000 0.11% of portfolio
34,117
Q2 2025 Added 0.57%
$1.16B
$922,000 0.11% of portfolio
20,163
Q2 2025 Added 0.38%
$1.3B
$907,000 0.11% of portfolio
10,490
Q2 2025 Added 0.98%
$710M
$872,000 0.11% of portfolio
31,330
Q2 2025 Added 1.48%
$11B
$938,000 0.11% of portfolio
22,840
Q2 2025 Added 1.81%
$11.3B
$803,000 0.1% of portfolio
12,827
Q2 2025 Added 0.68%
$1.89B
$829,000 0.1% of portfolio
12,745
Q2 2025 Added 0.77%
$14.6B
$859,000 0.1% of portfolio
8,509
Q2 2025 Added 0.82%

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
Track This Portfolio

Track Unison Advisors LLC Portfolio

Follow Unison Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unison Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email