OneDigital Investment Advisors LLC — Q4 2025 13F Holdings

Name: OneDigital Investment Advisors LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001690370

Total reported value

$10.2B

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Full holdings list this quarter

Showing top 200 holdings (of 1502 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BALT	Inn Defined Wealth Shield	ETF-Other	0.08%	—	+161.30%
2	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.08%	—	-0.88%
3	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.08%	—	+348.56%
4	PODD	Insulet CORP	Stock-Healthcare	0.08%	—	+14.03%
5	TDG	Transdigm Group INC	Stock-Industrials	0.08%	—	+2868.04%
6	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.07%	—	-4.56%
7	BAC	Bank Of America CORP	Stock-Financials	0.07%	—	-7.33%
8	MA	Mastercard INC - A	Stock-Financials	0.07%	—	+7.14%
9	MDT	Medtronic plc	Stock-Healthcare	0.07%	—	-3.40%
10	ORCL	Oracle CORP	Stock-Tech	0.07%	—	+4.61%
11	IOT	Samsara Inc-cl A	Stock-Tech	0.07%	—	+16.86%
12	PFE	Pfizer INC	Stock-Healthcare	0.07%	—	+116.89%
13	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	0.07%	—	-18.77%
14	PRVA	Privia Health Group INC	Stock-Other	0.07%	—	-8.98%
15	CMF	Ishares California Muni Bond	ETF-Other	0.07%	—	+5.75%
16	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	0.07%	—	-3.34%
17	WFC	Wells Fargo & Co	Stock-Financials	0.07%	—	+7.56%
18	XLK	Ss Technology Select Sector	ETF-Tech	0.07%	—	+91.74%
19	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.07%	—	-8.49%
20	FRDM	Freedom 100 Emeging Mrkt ETF	ETF-Other	0.07%	—	-3.33%
21	NTSE	Wisdomtree Emerging Markets	ETF-Emerging Markets	0.07%	—	-1.96%
22	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.07%	—	-5.10%
23	STE	STERIS plc	Stock-Healthcare	0.07%	—	+18.45%
24	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.07%	—	+10.23%
25	IYF	Ishares US Financials ETF	ETF-Other	0.07%	—	-55.24%
26	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	0.06%	—	—
27	XLF	Ss Financial Select Sector	ETF-Other	0.06%	—	-1.77%
28	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.06%	—	-26.72%
29	RJF	Raymond James Financial INC	Stock-Financials	0.06%	—	+8.21%
30	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.06%	—	+0.71%
31	COP	Conocophillips	Stock-Energy	0.06%	—	-1.46%
32	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	0.06%	—	+86.13%
33	TIP	Ishares Tips Bond ETF	ETF-Other	0.06%	—	-6.47%
34	TFC	Truist Financial CORP	Stock-Financials	0.06%	—	+231.41%
35	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.06%	—	+14.62%
36	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	0.06%	—	-3.96%
37	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.06%	—	+43.22%
38	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.06%	—	+257.08%
39	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.06%	—	-3.92%
40	CLOA	Ishares Aaa Clo Act Etf-usdi	ETF-Other	0.06%	+0.09%	-3.31%
41	SIVR	Abrdn Physical Silver Shares	ETF-Commodities	0.06%	—	+164.77%
42	FHLC	Fidelity Msci Health Care	ETF-Other	0.06%	—	-6.82%
43	RDVY	First Trust Rising Dividend	ETF-Other	0.06%	—	-5.71%
44	TECH	Bio-techne CORP	Stock-Healthcare	0.06%	—	-2.80%
45	WMB	Williams Cos INC	Stock-Energy	0.06%	—	+585.44%
46	MU	Micron Technology INC	Stock-Tech	0.06%	—	-9.68%
47	VRT	Vertiv Holdings Co-a	Stock-Industrials	0.06%	—	-45.92%
48	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.06%	—	-0.53%
49	DE	Deere & Co	Stock-Industrials	0.06%	—	+52.42%
50	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	0.06%	—	—

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