FDx Advisors, Inc.

CIK 0001566601 · BERWYN, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

FDx Advisors, Inc. reported 179 positions worth $331.7K as of June 30, 2026 (13F filed August 4, 2026). Largest holding: BND (5.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$331.7K
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.5%
Est. Net Flow (Q)
2026 Q2
10 / 179 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BNDVANGUARD BD INDEX FDS TOTAL BND MRKTSH$17.2K5.19%234,490
2IEMGISHARES INC CORE MSCI EMKTSH$15.3K4.63%185,287
3IDEVISHARES TR CORE MSCI INTLSH$15.3K4.61%171,645
4IWFISHARES TR RUS 1000 GRW ETFSH$14.5K4.38%117,083
5IWDISHARES TR RUS 1000 VAL ETFSH$14.3K4.31%59,013
6SCHPSCHWAB STRATEGIC TR US TIPS ETFSH$13.9K4.19%524,025
7IVVISHARES TR CORE SP500 ETFSH$11.6K3.51%15,544
8SPYGSPDR SERIES TRUST ST STR P500GRWSH$10.4K3.13%87,364
9MBBISHARES TR MBS ETFSH$10.2K3.06%107,539
10AGGISHARES TR CORE US AGGBD ETSH$8.2K2.46%82,452

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FDx Advisors, Inc. hold as of Q2 2026?

FDx Advisors, Inc. reported 179 positions worth $331.7K in its Q2 2026 13F filing. Largest positions: BND (5.2%), IEMG (4.6%), IDEV (4.6%), IWF (4.4%) and IWD (4.3%).

What did FDx Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FDx Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.