What does OneDigital Investment Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

OneDigital Investment Advisors LLC reported $10.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in SPYM, IUSB, DYNF. Notable moves this quarter: SPYM INCREASED (+$55.9M); IUSB INCREASED (+$31.3M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

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

SPYM

SPDR SERIES TRUST

$547M7.1M5.3%

IUSB

ISHARES TR

$351M7.6M3.4%

DYNF

BLACKROCK ETF TRUST

$220M3.8M2.2%

SCHG

SCHWAB STRATEGIC TR

$218M7.5M2.1%

IVE

ISHARES TR

$204M966K2.0%

DFAU

DIMENSIONAL ETF TRUST

$200M4.4M2.0%

DFSD

DIMENSIONAL ETF TRUST

$177M3.7M1.7%

MBB

ISHARES TR

$169M1.8M1.7%

BOND

PIMCO ETF TR

$162M1.8M1.6%

DFAC

DIMENSIONAL ETF TRUST

$157M4.0M1.5%

Filing history

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