OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,573 positions
SPDR SERIES TRUST | 10.3M | $906M | 7.6% | $64.62 | +38.84% | 30 qtrssince 2019-Q1 | Increased 84 |
ISHARES TR | 8.5M | $391.2M | 3.3% | $41.85 | +7.03% | 16 qtrssince 2022-Q3 | Increased 64 |
BLACKROCK ETF TRUST | 4M | $269.1M | 2.3% | $47.92 | +45.58% | 13 qtrssince 2023-Q2 | Increased 55 |
SCHWAB STRATEGIC TR | 7.8M | $263.1M | 2.2% | $26.93 | +29.46% | 30 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 4.6M | $235.8M | 2.0% | $39.19 | +34.68% | 11 qtrssince 2023-Q4 | Increased 50 |
DIMENSIONAL ETF TRUST | 4.2M | $188.4M | 1.6% | $31.64 | +42.74% | 21 qtrssince 2021-Q2 | Increased 51 |
DIMENSIONAL ETF TRUST | 3.9M | $185.3M | 1.6% | $43.77 | +7.15% | 13 qtrssince 2023-Q2 | Increased 50 |
ISHARES TR | 1.9M | $178.9M | 1.5% | $84.51 | +8.13% | 28 qtrssince 2019-Q3 | Increased 51 |
APPLE INC | 617,608 | $178.7M | 1.5% | $142.84 | +132.62% | 30 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 758,206 | $172.2M | 1.5% | $185.28 | +25.89% | 30 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 1.8M | $169.3M | 1.4% | $83.53 | +6.35% | 21 qtrssince 2021-Q2 | Increased 50 |
ISHARES TR | 220,668 | $165.3M | 1.4% | $382.10 | +99.30% | 30 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK ETF TRUST | 4.2M | $152.5M | 1.3% | $33.18 | +11.78% | 2 qtrssince 2026-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 3.5M | $146.7M | 1.2% | $38.80 | +5.43% | 13 qtrssince 2023-Q2 | Increased 50 |
AMERICAN CENTY ETF TR | 1.4M | $132.6M | 1.1% | $73.35 | +29.99% | 16 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 182,723 | $125.5M | 1.1% | $367.03 | +91.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.4M | $125M | 1.1% | $27.90 | -0.91% | 16 qtrssince 2022-Q3 | Increased 52 |
NVIDIA CORPORATION | 599,800 | $120M | 1.0% | $135.98 | +60.58% | 30 qtrssince 2019-Q1 | Increased 51 |
BLACKROCK ETF TRUST | 2.2M | $116.1M | 1.0% | $31.20 | +42.67% | 5 qtrssince 2025-Q2 | Decreased 0 |
VANGUARD MUN BD FDS | 2.3M | $115.8M | 1.0% | $46.26 | +4.69% | 20 qtrssince 2021-Q3 | Increased 45 |
OneDigital Investment Advisors LLC manages $11.8B across 1573 positions as of Q2 2026. Top holdings: SPYM (7.6%), IUSB (3.3%), DYNF (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 200 new positions, 84 exits, 729 increased. Top move: SPYM (INCREASED, conviction 84). Portfolio: $11.8B across 1573 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR