Institutions / OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC

CIK 1690370 · Institution · as of Jun 30, 2026
Portfolio value
$11.84B
Positions
1,563
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$11.84B+16.1%
$11.84B$11.02B$10.20BQ4 '25Q2 '26

Positions

1,563+4.1%
1,5631,5331,502Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 1,563 →
CompanyClassValueShares% of portfolio
SPDR Series Trust—$906.00M10,309,4957.7%
iShares Tr—$391.21M8,476,8643.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF—$269.12M3,957,0342.3%
Schwab Strategic Tr—$263.15M7,776,2952.2%
Dimensional ETF Trust—$235.85M4,562,7292.0%
Dimensional ETF Trust—$188.37M4,246,5031.6%
Dimensional ETF Trust—$185.31M3,880,7841.6%
iShares Tr—$178.88M1,892,5231.5%
Apple Inc.—$178.71M617,6081.5%
iShares Tr—$172.16M758,2061.5%
PIMCO ETF Tr—$169.27M1,835,7111.4%
iShares Tr—$165.26M220,6681.4%
BlackRock ETF Trust - iShares International Country Rotation Active ETF—$152.52M4,167,0881.3%
Dimensional ETF Trust—$146.74M3,476,4751.2%
American Centy ETF Tr—$132.61M1,374,3871.1%
Vanguard Index Fds—$125.50M182,7231.1%
SPDR Series Trust—$125.02M4,403,5241.1%
NVIDIA Corp—$120.01M599,8001.0%
BlackRock ETF Trust—$116.09M2,202,0451.0%
Vanguard Mun Bd Fds—$115.81M2,289,5621.0%
Dimensional ETF Trust—$113.54M2,752,4641.0%
iShares MSCI UAE ETF—$112.51M328,1911.0%
Vanguard Intl Equity Index F—$101.46M646,4570.9%
Fidelity Covington Trust—$97.32M1,566,8920.8%
iShares Tr—$96.43M895,9820.8%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add78464A854$367.84M+4.2M
+68.35%
10,309,495
7.65% of portfolio
high
Q2 2026
as of
NewBlackRock ETF Trust - iShares International Country Rotation Active ETF$152.52M+4.2M
4,167,088
1.29% of portfolio
high
Q2 2026
as of
Trim464287101$-144.07M-394K
-70.69%
163,230
0.50% of portfolio
high
Q2 2026
as of
Add78464A672$110.24M+3.9M
+746.34%
4,403,524
1.06% of portfolio
high
Q2 2026
as of
TrimiShares MSCI UAE ETF$-91.63M-418K
-64.22%
232,612
0.43% of portfolio
high
Q2 2026
as of
Trim025072604$-84.02M-871K
-38.79%
1,374,387
1.12% of portfolio
high
Q2 2026
as of
New09290C855$74.75M+1.5M
1,484,085
0.63% of portfolio
high
Q2 2026
as of
Add46434V613$74.60M+1.6M
+23.56%
8,476,864
3.30% of portfolio
high
Q2 2026
as of
Trim922908363$-73.66M-107K
-36.99%
182,723
1.06% of portfolio
high
Q2 2026
as of
Trim464288877$-67.57M-883K
-46.47%
1,016,945
0.66% of portfolio
high