OneDigital Investment Advisors LLC

CIK 0001690370 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

OneDigital Investment Advisors LLC reported 1,573 positions worth $11.85B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPYM (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$11.85B
2026 Q2
Positions
1,573
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.1%
Est. Net Flow (Q)
2026 Q2
10 / 1573 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$906.0M7.65%10,309,495
2IUSBISHARES TRSH$391.2M3.30%8,476,864
3DYNFBLACKROCK ETF TRUSTSH$269.1M2.27%3,957,034
4SCHGSCHWAB STRATEGIC TRSH$263.1M2.22%7,776,295
5DFAUDIMENSIONAL ETF TRUSTSH$235.8M1.99%4,562,729
6DFACDIMENSIONAL ETF TRUSTSH$188.4M1.59%4,246,503
7DFSDDIMENSIONAL ETF TRUSTSH$185.3M1.56%3,880,784
8MBBISHARES TRSH$178.9M1.51%1,892,523
9AAPLAPPLE INCSH$178.7M1.51%617,608
10IVEISHARES TRSH$172.2M1.45%758,206

The free plan shows the top 10 positions. The remaining 1563 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

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

Frequently Asked Questions

What stocks does OneDigital Investment Advisors LLC hold as of Q2 2026?

OneDigital Investment Advisors LLC reported 1573 positions worth $11.85B in its Q2 2026 13F filing. Largest positions: SPYM (7.6%), IUSB (3.3%), DYNF (2.3%), SCHG (2.2%) and DFAU (2.0%).

What did OneDigital Investment Advisors LLC buy in Q2 2026?

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

What did OneDigital Investment Advisors LLC 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.