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CIK: 0001690370
Total reported value
$11.8B
$11.8B
1447 檔
13.0%
The Q1 2026 SEC filing reveals that OneDigital Investment Advisors LLC held a total portfolio value of $11.8B, covering 1447 public equity positions.
OneDigital Investment Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 5 holdings and trimming 86 positions.
Showing top 200 holdings (of 1447 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 | 5.35% | +2.30% | +16.74% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.43% | -0.13% | +10.64% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.15% | +0.12% | -11.98% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.13% | +0.09% | +4.38% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.54% | -2.46% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.95% | +0.04% | +1.93% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 1.73% | -0.17% | +4.00% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 1.65% | -0.14% | +8.73% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.58% | -0.15% | +12.79% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.53% | +0.06% | +2.37% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.01% | +1.88% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.49% | -0.37% | -15.87% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.03% | +6.43% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.40% | -0.74% | +1.17% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.38% | -0.14% | +3.35% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.28% | -20.88% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.30% | -0.87% | +6.30% | |
| 18 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.23% | +0.06% | — | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.12% | -0.06% | +668.28% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.05% | -0.07% | +11.56% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.04% | -0.08% | +1.27% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.99% | -0.04% | +4.75% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.05% | +3.27% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.87% | -0.06% | +8.95% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.12% | -7.36% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.86% | +0.12% | +19.93% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.78% | — | -1.73% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.73% | -0.17% | -37.89% | |
| 29 | DFIC | Dimensional International Co | ETF-Other | 0.72% | -0.04% | +1.30% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.71% | -0.12% | -1.02% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.70% | +0.16% | -1.91% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.69% | -0.03% | -0.48% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | +1.36% | |
| 34 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.68% | -0.06% | +79.04% | |
| 35 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.66% | +0.16% | +19.68% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.04% | -8.12% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.64% | -0.57% | +25.43% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.09% | +1.91% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.10% | +4.95% | |
| 40 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.59% | +0.04% | — | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.53% | +0.01% | -0.16% | |
| 42 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.52% | +0.04% | +16.49% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.51% | -0.01% | -70.66% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.04% | +15.62% | |
| 45 | JMTG | Mortgage-backed Securities | ETF-Other | 0.44% | -0.06% | +1.38% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.44% | -0.02% | +0.09% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | +2.56% | |
| 48 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.42% | -0.03% | +1.41% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.41% | +0.02% | +24.63% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.40% | -0.02% | +14.64% |
According to official SEC Form 13F filings, OneDigital Investment Advisors LLC reported a total U.S. public equity portfolio value of $11.8B across 1447 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSB, DYNF) accounted for 13.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $126.2M
Top Position Liquidated / Trimmed
COMT
前期市值: $11.0M
During Q1 2026, OneDigital Investment Advisors LLC's top holdings by market value included SPYM (5.3%)、IUSB (3.4%)、DYNF (2.1%). The largest single position, SPYM, represented 5.3% of total portfolio value.
In Q1 2026, OneDigital Investment Advisors LLC made 200 total portfolio adjustments, initiating 17 new buys, adding to 92 positions, trimming 86 holdings, and fully liquidating 5 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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