Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
OneDigital Investment Advisors LLC manages $10.2B across 1502 positions as of Q4 2025. Top holdings: SPYM (4.8%), IUSB (3.1%), DYNF (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 125 new positions, 109 exits, 538 increased. Top move: AVEM (INCREASED, conviction 77). Portfolio: $10.2B across 1502 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector