OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,487 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 500 ETF | 5.9M | $465.7M | 4.8% | $50.29 | +54.78% | 27 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 6.7M | $311.4M | 3.2% | $40.83 | +10.08% | 13 qtrssince 2022-Q3 | Decreased 0 |
BLACKROCK ETF TRUST | 4.2M | $246.6M | 2.5% | $46.55 | +26.52% | 10 qtrssince 2023-Q2 | Increased 61 |
SCHWAB US LARGE-CAP GROWTH | 7.4M | $235.9M | 2.4% | $26.48 | +19.89% | 27 qtrssince 2019-Q1 | Increased 53 |
ISHARES MSCI USA QUALITY FAC | 1M | $201.2M | 2.1% | $138.13 | +39.56% | 25 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4M | $182.8M | 1.9% | $37.90 | +20.06% | 8 qtrssince 2023-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 295,680 | $181.1M | 1.9% | $367.03 | +65.77% | 27 qtrssince 2019-Q1 | Increased 48 |
ISHARES S&P 100 ETF CL USD INC | 542,764 | $180.7M | 1.9% | $281.62 | +17.40% | 27 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL ETF TRUST | 3.2M | $155.9M | 1.6% | $43.11 | +7.68% | 10 qtrssince 2023-Q2 | Increased 50 |
APPLE INC | 596,489 | $151.9M | 1.6% | $138.41 | +83.29% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES MBS ETF | 1.6M | $150.7M | 1.5% | $82.78 | +10.56% | 25 qtrssince 2019-Q3 | Increased 49 |
ISHARES MSCI EAFE VALUE ETF | 2.2M | $149.1M | 1.5% | $51.45 | +28.41% | 13 qtrssince 2022-Q3 | Decreased 0 |
ISHARES S&P 500/BARRA VALUE | 718,063 | $148.3M | 1.5% | $174.57 | +17.34% | 27 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE S&P 500 ETF | 219,553 | $146.9M | 1.5% | $362.73 | +83.17% | 27 qtrssince 2019-Q1 | Increased 49 |
WISDOMTREE TR | 3.7M | $141.5M | 1.5% | $31.25 | +20.47% | 13 qtrssince 2022-Q3 | Increased 53 |
DIMENSIONAL US CORE EQUITY 2 | 3.6M | $139M | 1.4% | $29.88 | +28.50% | 18 qtrssince 2021-Q2 | Increased 49 |
PIMCO ETF TR | 1.4M | $133.7M | 1.4% | $82.39 | +8.59% | 18 qtrssince 2021-Q2 | Increased 51 |
MICROSOFT CORP | 247,662 | $128.3M | 1.3% | $265.28 | +93.62% | 27 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 2.9M | $123.7M | 1.3% | $38.21 | +7.98% | 10 qtrssince 2023-Q2 | Increased 51 |
NVIDIA CORP | 563,208 | $105.1M | 1.1% | $130.74 | +39.08% | 27 qtrssince 2019-Q1 | Increased 50 |
OneDigital Investment Advisors LLC manages $9.7B across 1487 positions as of Q3 2025. Top holdings: SPYM (4.8%), IUSB (3.2%), DYNF (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 105 new positions, 65 exits, 500 increased. Top move: OEF (INCREASED, conviction 67). Portfolio: $9.7B across 1487 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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