StockDriftsStockDriftsTop 50 OneDigital Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.65% | 10.31M | $906.0M | +44.21%(+3.16M) | $63.37(+43.67%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.3% | 8.48M | $391.2M | +11.68%(+886.44K) | $45.57(-0.25%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.27% | 3.96M | $269.1M | +4.54%(+171.78K) | $46.35(+51.08%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.22% | 7.78M | $263.1M | +3.93%(+294.00K) | $16.47(+117.25%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.99% | 4.56M | $235.8M | +3.15%(+139.15K) | $38.73(+38.29%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.59% | 4.25M | $188.4M | +5.29%(+213.23K) | $31.08(+47.97%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.56% | 3.88M | $185.3M | +4.89%(+180.94K) | $47.19(+0.48%) | 2026-06-30 | |
| MBB | ISHARES TR | 1.51% | 1.89M | $178.9M | +6.41%(+113.93K) | $93.29(-0.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.51% | 617.6K | $178.7M | +1.22%(+7.42K) | $115.74(+164.97%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.45% | 758.2K | $172.2M | -21.48%(-207.38K) | $188.37(+25.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.81% | +6.77% | +38.77% |
| Top 20 Holdings Unweighted | +12.73% | +43.24% | +6.78% | +38.79% |
OneDigital Investment Advisors LLC reports $11.85B in US-listed equity holdings across 1,563 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.7%), IUSB (3.3%) and DYNF (2.3%). The top 20 holdings account for 36.62% of reported assets. Its disclosed equity book has returned +44.81% 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 OneDigital Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1690370). View OneDigital Investment Advisors LLC’s 13F filings on SEC