13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566601
Total reported value
$331.7M
$331.7M
184 檔
22.7%
During the Q3 2025 filing period, FDx Advisors, Inc. (CIK: 0001566601) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $331.7M across 184 reported positions.
FDx Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 10 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including BND, IDEV, IWF) accounted for 22.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPYG
市值: $8.8M
Top Position Liquidated / Trimmed
USMV
前期市值: $5.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.12% | +0.33% | +0.39% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.74% | -0.15% | -10.94% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.54% | +0.33% | -9.50% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.12% | +0.30% | +6.29% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.08% | -0.42% | +0.65% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.01% | +0.11% | -8.55% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.25% | -0.51% | -28.94% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.95% | +0.15% | +51.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.17% | -1.39% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.65% | +0.78% | -5.95% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +1.02% | -5.06% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.00% | +0.20% | -6.24% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.92% | -0.36% | -35.35% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.91% | +0.09% | +200.05% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.90% | -0.14% | +1.40% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.74% | +0.13% | -18.29% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.63% | -0.36% | -15.95% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.10% | -8.66% | |
| 19 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.51% | -0.30% | +236.45% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.48% | +0.06% | -4.00% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.06% | -8.31% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.38% | -0.17% | +1.71% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.25% | +0.03% | -5.22% | |
| 24 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 1.20% | -0.23% | +1.63% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.11% | -0.07% | -6.03% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | +0.02% | -3.14% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.03% | -0.02% | -6.68% | |
| 28 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.03% | -0.04% | -6.36% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.01% | +67.22% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.98% | +0.56% | NEW | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.91% | +0.05% | -2.18% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | -0.16% | -1.73% | |
| 33 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.81% | -0.15% | -3.18% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | — | -17.67% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.09% | -4.94% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.77% | -0.05% | +3.75% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.31% | -4.35% | |
| 38 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.69% | +0.23% | — | |
| 39 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.69% | -0.35% | -1.12% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.04% | -14.76% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.68% | -0.01% | -0.37% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.04% | -3.05% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | +0.01% | -0.27% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | +0.03% | -2.06% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.60% | -0.60% | EXIT | |
| 46 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.58% | -0.09% | -3.79% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.58% | -0.05% | +4.97% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.02% | +1.70% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.47% | +0.01% | -1.16% | |
| 50 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.45% | -0.02% | +0.76% |
According to official SEC Form 13F filings, FDx Advisors, Inc. reported a total U.S. public equity portfolio value of $331.7M across 184 disclosed positions in Q3 2025.
During Q3 2025, FDx Advisors, Inc.'s top holdings by market value included BND (5.1%)、IDEV (4.7%)、IWF (4.5%). The largest single position, BND, represented 5.1% of total portfolio value.
In Q3 2025, FDx Advisors, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 10 positions, trimming 16 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.