StockDriftsStockDriftsTop 50 FDx Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | 5.19% | 234.5K | $17.2M | +13.46%(+27.81K) | $76.99(-6.16%) | 2026-06-30 | |
| IEMG | ISHARES INC CORE MSCI EMKT | 4.63% | 185.3K | $15.3M | -4.75%(-9.25K) | $54.51(+51.58%) | 2026-06-30 | |
| IDEV | ISHARES TR CORE MSCI INTL | 4.61% | 171.6K | $15.3M | -3.86%(-6.89K) | $53.09(+75.92%) | 2026-06-30 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 4.38% | 117.1K | $14.5M | -1.60%(-1.91K) | $40.96(+201.24%) | 2026-06-30 | |
| IWD | ISHARES TR RUS 1000 VAL ETF | 4.31% | 59.0K | $14.3M | -4.11%(-2.53K) | $73.88(+248.30%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | 4.19% | 524.0K | $13.9M | -3.34%(-18.09K) | $27.36(-5.26%) | 2026-06-30 | |
| IVV | ISHARES TR CORE SP500 ETF | 3.51% | 15.5K | $11.6M | +30.17%(+3.60K) | $575.99(+35.23%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST ST STR P500GRW | 3.13% | 87.4K | $10.4M | +16.03%(+12.07K) | $83.23(+47.64%) | 2026-06-30 | |
| MBB | ISHARES TR MBS ETF | 3.06% | 107.5K | $10.2M | -8.81%(-10.39K) | $100.60(-7.42%) | 2026-06-30 | |
| AGG | ISHARES TR CORE US AGGBD ET | 2.46% | 82.5K | $8.2M | -0.71%(-588) | $106.07(-8.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.05% | +5.50% | +30.67% |
| Top 20 Holdings Unweighted | +14.00% | +48.15% | +5.46% | +30.43% |
FDx Advisors, Inc. reports $331.68M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are BND (5.2%), IEMG (4.6%) and IDEV (4.6%). The top 20 holdings account for 55.69% of reported assets. Its disclosed equity book has returned +46.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FDx Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566601). View FDx Advisors, Inc.’s 13F filings on SEC