DOSSIER · 13F-HR · Q1 2026

FDx Advisors, Inc.

$313M in tracked AUM across 183 positions as of Q1 2026.

FA
CIK 0001566601 · last filed Mar 31, 2026
Total AUM
$313M
as of Q1 2026
Holdings
183
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

FDx Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
$15M207K4.9%
02
IDEV
ISHARES TR CORE MSCI INTL
$15M179K4.8%
03
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
$14M542K4.6%
04
IEMG
ISHARES INC CORE MSCI EMKT
$14M195K4.3%
05
IWD
ISHARES TR RUS 1000 VAL ETF
$13M62K4.2%
06
IWF
ISHARES TR RUS 1000 GRW ETF
$13M30K4.0%
07
MBB
ISHARES TR MBS ETF
$11M118K3.6%
08
AGG
ISHARES TR CORE US AGGBD ET
$8M83K2.6%
09
IVV
ISHARES TR CORE S P500 ETF
$8M12K2.5%
10
SPYG
SPDR SERIES TRUST STATE STREET SPD
$7M75K2.4%

Filing history

2026Q1Mar 31
$313M 59.7%
183 positionsView →
2025Q4Dec 31
$196M 46.5%
91 positionsView →
2025Q3Sep 30
$134M 59.1%
87 positionsView →
2025Q2Jun 30
$327M 6.4%
177 positionsLocked
2025Q1Mar 31
$308M 10.1%
175 positionsLocked
2024Q4Dec 31
$342M 6.8%
178 positionsLocked
2024Q3Sep 30
$367M 1.4%
197 positionsLocked
2024Q2Jun 30
$362M 45.1%
198 positionsLocked
2024Q1Mar 31
$659M 49.1%
350 positionsLocked
2023Q4Dec 31
$1.3B 7.3%
667 positionsLocked
2023Q3Sep 30
$1.2B 33.9%
622 positionsLocked
2023Q2Jun 30
$1.8B 20.7%
745 positionsLocked
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