13F filer

2UniFi Bank

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2040900 SEC filings ↗

13F Value

Positions

Top Position

——

Top 5

0.0%

Latest filing changes

vs Mar 31, 2026

1 IWF iShares Russell 1000 Growth ETF was$12.8M

2 EFA iShares MSCI EAFE ETF was$8.9M

3 IJH iShares Core S&P Mid-Cap ETF was$8.7M

4 AAPL Apple was$8.1M

5 NVDA NVIDIA was$7.5M

Holdings0

#							Trend (4Q)
No holdings match this search.

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing519

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Type
1	IWF iShares Russell 1000 Growth ETF	6.2%	$12.8M	EXIT	30.0K	ETF
2	EFA iShares MSCI EAFE ETF	4.3%	$8.9M	EXIT	91.6K	ETF
3	IJH iShares Core S&P Mid-Cap ETF	4.2%	$8.7M	EXIT	128.8K	ETF
4	AAPL Apple	3.9%	$8.1M	EXIT	32.1K	Common Stock
5	NVDA NVIDIA	3.6%	$7.5M	EXIT	42.8K	Common Stock
6	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.8%	$5.8M	EXIT	29.6K	ETF
7	IEMG iShares Core MSCI Emerging Markets ETF	2.5%	$5.3M	EXIT	75.4K	ETF
8	MSFT Microsoft	2.5%	$5.1M	EXIT	13.7K	Common Stock
9	GOOGL Alphabet Class A Filing details 02079K305 Mar 31, 2026 15,588 reported quantity $4,482,485 reported value	2.2%	$4.5M	EXIT	15.6K	Common Stock
10	IAU iShares Gold Trust Filing details 464285204 Mar 31, 2026 47,417 reported quantity $4,180,283 reported value	2.0%	$4.2M	EXIT	47.4K	ETF
11	IWD iShares Russell 1000 Value ETF	2.0%	$4.0M	EXIT	18.9K	ETF
12	IEFA iShares Core MSCI EAFE ETF	1.9%	$3.8M	EXIT	42.3K	ETF
13	AMZN Amazon	1.8%	$3.7M	EXIT	17.6K	Common Stock
14	LLY Eli Lilly	1.7%	$3.5M	EXIT	3.8K	Common Stock
15	IVV iShares Core S&P 500 ETF	1.7%	$3.5M	EXIT	5.4K	ETF
16	JPM JPMorgan Chase	1.6%	$3.2M	EXIT	11.0K	Common Stock
17	IVW iShares S&P 500 Growth ETF	1.5%	$3.1M	EXIT	27.6K	ETF
18	JNJ Johnson & Johnson	1.3%	$2.8M	EXIT	11.4K	Common Stock
19	CVX Chevron	1.3%	$2.7M	EXIT	13.2K	Common Stock

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.