OneDigital Investment Advisors LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
OneDigital Investment Advisors LLC manages $10.2B across 1462 positions as of Q1 2026. Top holdings: SPYM (5.3%), IUSB (3.4%), DYNF (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q1 2026 Summary
Active quarter - 101 new positions, 156 exits, 548 increased. Top move: SPYM (INCREASED, conviction 71). Portfolio: $10.2B across 1462 positions.
Top holdings by portfolio weight
SPYM5.35%
IUSB3.43%
DYNF2.15%
SCHG2.13%
IVE1.99%
DFAU1.95%
DFSD1.73%
MBB1.65%
BOND1.58%
DFAC1.53%
Other1.51%
Position Outcomes
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.
Top Holdings1,462 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 7.1M | $547.2M | 5.3% | $55.32 | +57.24% | 29 qtrssince 2019-Q1 | Increased 71 | |
ISHARES TR | 7.6M | $350.6M | 3.4% | $42.30 | +8.03% | 15 qtrssince 2022-Q3 | Increased 63 | |
BLACKROCK ETF TRUST | 3.8M | $220.2M | 2.2% | $47.01 | +40.98% | 12 qtrssince 2023-Q2 | Decreased 0 | |
SCHWAB STRATEGIC TR | 7.5M | $218M | 2.1% | $26.66 | +28.53% | 29 qtrssince 2019-Q1 | Increased 55 | |
ISHARES TR | 965,589 | $203.9M | 2.0% | $185.28 | +20.60% | 29 qtrssince 2019-Q1 | Decreased 0 | |
DIMENSIONAL ETF TRUST | 4.4M | $199.6M | 2.0% | $38.80 | +30.68% | 10 qtrssince 2023-Q4 | Increased 49 | |
DIMENSIONAL ETF TRUST | 3.7M | $177.1M | 1.7% | $44.55 | +7.18% | 12 qtrssince 2023-Q2 | Increased 50 | |
ISHARES TR | 1.8M | $168.9M | 1.7% | $85.72 | +9.16% | 27 qtrssince 2019-Q3 | Increased 52 | |
PIMCO ETF TR | 1.8M | $161.6M | 1.6% | $85.80 | +6.19% | 20 qtrssince 2021-Q2 | Increased 54 | |
DIMENSIONAL ETF TRUST | 4M | $156.7M | 1.5% | $30.97 | +38.80% | 20 qtrssince 2021-Q2 | Increased 49 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer