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CIK: 0001566601
Total reported value
$331.7M
$331.7M
183 檔
21.5%
In Q1 2026, FDx Advisors, Inc.'s U.S. equity holdings reached a combined market value of $331.7M, distributed across 183 disclosed stock positions.
In Q1 2026, FDx Advisors, Inc. displayed an active expansion posture, initiating 99 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 4.86% | +0.33% | -11.56% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.76% | -0.15% | — | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.61% | -0.42% | +4.32% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.33% | +0.30% | — | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.20% | +0.11% | -3.58% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.05% | +0.33% | -2.37% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.57% | -0.51% | +3.01% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.63% | -0.17% | -1.37% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +1.02% | -14.69% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.35% | +0.78% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.94% | +0.15% | -39.96% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.88% | +0.03% | — | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.83% | -0.14% | — | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.77% | +0.09% | -5.59% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.61% | +0.13% | +0.74% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.57% | +0.06% | -2.30% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.36% | -17.23% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.53% | -0.36% | — | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.42% | -0.17% | -3.77% | |
| 20 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 1.40% | -0.23% | — | |
| 21 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.39% | -0.30% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.10% | — | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.24% | +0.20% | — | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.14% | -0.02% | — | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.12% | -0.07% | -2.42% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.09% | +0.02% | -4.63% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.09% | -0.01% | -1.87% | |
| 28 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.09% | -0.15% | +27.35% | |
| 29 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.08% | -0.35% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.06% | -2.90% | |
| 31 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.00% | -0.04% | — | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.98% | +0.05% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | — | -2.49% | |
| 34 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | -0.29% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | +0.31% | -1.63% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.81% | -0.05% | -4.69% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.78% | -0.16% | -10.59% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.09% | -4.49% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.70% | -0.01% | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.03% | +0.83% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.61% | -0.05% | -3.94% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.04% | -3.38% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.60% | -0.60% | EXIT | |
| 44 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.58% | +0.23% | -6.99% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.04% | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | +0.01% | +3.06% | |
| 47 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.51% | -0.09% | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.50% | -0.01% | +1.75% | |
| 49 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.49% | -0.02% | — | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | +0.01% | -2.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BTI | British American Tob-sp Adr | +0.1% | +124.07% | Add |
| 2 | PEP | Pepsico Inc | 0% | +79.10% | Add |
| 3 | FE | Firstenergy CORP | 0% | +30.23% | Add |
| 4 | CNQ | Canadian Natural Resources | 0% | -2.49% | Trim |
| 5 | CVX | Chevron CORP | 0% | +6.53% | Add |
| 6 | SLB | Slb LTD | 0% | -11.13% | Trim |
| 7 | SO | Southern Co/the | 0% | — | Unchanged |
| 8 | KMB | Kimberly-clark CORP | 0% | +16.49% | Add |
| 9 | HWM | Howmet Aerospace Inc | 0% | -4.50% | Trim |
| 10 | IWS | Ishares Russell Mid-cap Valu | 0% | +2.74% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.74% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | 0% | +0.27% | Add |
| 13 | WDC | Western Digital CORP | -0.1% | -16.21% | Trim |
| 14 | PFE | Pfizer Inc | -0.1% | -1.36% | Trim |
| 15 | UL | Unilever Plc-sponsored Adr | -0.1% | +23.25% | Add |
| 16 | EEM | Ishares Msci Emerging Market | -0.1% | -1.96% | Trim |
| 17 | ALL | Allstate CORP | -0.1% | -1.29% | Trim |
| 18 | GPC | Genuine Parts Co | -0.1% | +5.71% | Add |
| 19 | MS | Morgan Stanley | -0.1% | -2.23% | Trim |
| 20 | C | Citigroup Inc | -0.1% | -4.44% | Trim |
| 21 | SYY | Sysco CORP | -0.1% | -0.54% | Trim |
| 22 | TJX | Tjx Companies Inc | -0.1% | -0.82% | Trim |
| 23 | GD | General Dynamics CORP | -0.1% | -0.22% | Trim |
| 24 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.1% | +1.28% | Add |
| 25 | TPR | Tapestry Inc | -0.1% | -22.03% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.75% | Trim |
| 27 | HYLB | Xtrackers Usd High Yield Cor | -0.1% | -3.33% | Trim |
| 28 | HDEF | Xtrackers Msci Eafe High Div | -0.1% | -0.84% | Trim |
| 29 | PNC | Pnc Financial Services Group | -0.1% | +0.33% | Add |
| 30 | GILD | Gilead Sciences Inc | -0.1% | -36.27% | Trim |
| 31 | HEI | Heico CORP | -0.1% | -10.22% | Trim |
| 32 | AXP | American Express Co | -0.1% | -1.12% | Trim |
| 33 | USB | US Bancorp | -0.1% | +0.87% | Add |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +0.23% | Add |
| 35 | BCD | Abrdn Bloomberg All Commodit | -0.1% | +27.35% | Add |
| 36 | NGG | National Grid Plc-sp Adr | -0.1% | -33.18% | Trim |
| 37 | LRCX | Lam Research CORP | -0.1% | -27.14% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.1% | -6.17% | Trim |
| 39 | BNY | Bank Of New York Mellon CORP | -0.1% | -12.25% | Trim |
| 40 | NTRA | Natera Inc | -0.1% | -18.58% | Trim |
| 41 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -0.41% | Trim |
| 42 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +0.46% | Add |
| 43 | BAC | Bank Of America CORP | -0.1% | -0.28% | Trim |
| 44 | ADI | Analog Devices Inc | -0.2% | -50.13% | Trim |
| 45 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.2% | -12.42% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -31.41% | Trim |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -11.47% | Trim |
| 48 | VO | Vanguard Mid-cap ETF | -0.2% | +7.83% | Add |
| 49 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -6.67% | Trim |
| 50 | IWM | Ishares Russell 2000 ETF | -0.2% | -3.23% | Trim |
According to official SEC Form 13F filings, FDx Advisors, Inc. reported a total U.S. public equity portfolio value of $331.7M across 183 disclosed positions in Q1 2026.
During Q1 2026, FDx Advisors, Inc.'s top holdings by market value included BND (4.9%)、IDEV (4.8%)、SCHP (4.6%). The largest single position, BND, represented 4.9% of total portfolio value.
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.
In terms of portfolio concentration, the top 5 core holdings (including BND, IDEV, SCHP) accounted for 21.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDEV
市值: $14.9M
Top Position Liquidated / Trimmed
AZNN
前期市值: $884.0K
In Q1 2026, FDx Advisors, Inc. made 189 total portfolio adjustments, initiating 99 new buys, adding to 23 positions, trimming 60 holdings, and fully liquidating 7 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.
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