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: 0001690370
Total reported value
$11.8B
$11.8B
1502 檔
12.8%
In Q4 2025, OneDigital Investment Advisors LLC's U.S. equity holdings reached a combined market value of $11.8B, distributed across 1502 disclosed stock positions.
In Q4 2025, OneDigital Investment Advisors LLC displayed an active expansion posture, initiating 6 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1502 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | +2.30% | +3.01% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.13% | -0.13% | +2.90% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.56% | +0.12% | +3.23% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.29% | +0.09% | -3.04% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.54% | +37.86% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.99% | +0.04% | +8.65% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.87% | -0.01% | +2.62% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.28% | -1.93% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.69% | -0.37% | +731.83% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 1.67% | -0.17% | +9.93% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.01% | +0.41% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.53% | +0.06% | +9.31% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.53% | -0.14% | +3.28% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.42% | -0.15% | +8.37% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | -0.03% | -5.12% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.35% | -0.14% | +11.66% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.33% | -0.74% | -13.57% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.87% | -37.15% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.12% | +4.10% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.17% | -0.29% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.01% | -0.08% | +1.63% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.05% | -2.39% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.99% | -0.04% | +48.77% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | -0.07% | +4.15% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.84% | — | -3.87% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.06% | +3.49% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.03% | +2.69% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.73% | +0.16% | +2.52% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | -0.12% | +4.16% | |
| 30 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.73% | +0.12% | +5.57% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.71% | -0.08% | -6.07% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.70% | -0.03% | -15.30% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.04% | +0.94% | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.69% | -0.04% | +6.14% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.09% | -4.15% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.10% | +0.54% | |
| 37 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.60% | +0.16% | +46.38% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.53% | +0.01% | -3.63% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.52% | -0.57% | -2.71% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | -0.03% | -8.60% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | -9.42% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.45% | -0.02% | -0.33% | |
| 43 | JMTG | Mortgage-backed Securities | ETF-Other | 0.44% | -0.06% | -2.83% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | +0.06% | -25.32% | |
| 45 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.44% | +0.04% | +56.22% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.04% | +6.76% | |
| 47 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.42% | -0.03% | -0.81% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.02% | -12.30% | |
| 49 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.38% | -0.01% | -0.18% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.37% | -0.02% | -4.47% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1502 disclosed positions in Q4 2025.
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 SPYM, IUSB, DYNF) accounted for 12.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $13.2M
Top Position Liquidated / Trimmed
IBHE
前期市值: $20.3M
During Q4 2025, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (4.8%)、IUSB (3.1%)、DYNF (2.6%). The largest single position, SPYM, represented 4.8% of total portfolio value.
In Q4 2025, OneDigital Investment Advisors LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 11 holdings, and fully liquidating 1 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.
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.