§ 13F · FUND PROFILE
OneDigital Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9.7B (13F)Positions · 1498Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$280M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 7.15M | $547M | 5.3% | +17% |
| 2 | IUSB | ISHARES TR | 7.59M | $351M | 3.4% | +11% |
| 3 | DYNF | BLACKROCK ETF TRUST | 3.79M | $220M | 2.2% | −12% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 7.48M | $218M | 2.1% | +4% |
| 5 | IVE | ISHARES TR | 966K | $204M | 2.0% | −2% |
| 6 | DFAU | DIMENSIONAL ETF TRUST | 4.42M | $200M | 2.0% | +2% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 3.70M | $177M | 1.7% | +4% |
| 8 | MBB | ISHARES TR | 1.78M | $169M | 1.7% | +9% |
| 9 | BOND | PIMCO ETF TR | 1.75M | $162M | 1.6% | +13% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 4.03M | $157M | 1.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONEDIGITAL SIGNAL
AC read
OneDigital Investment Advisors LLC is a Other fund managing $9.7 billion in assets. The fund runs a massive portfolio of 1,498 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed