DOSSIER · 13F-HR · Q2 2026

OneDigital Investment Advisors LLC

$11.8B in tracked AUM across 1,584 positions as of Q2 2026.

OI

CIK 0001690370 · last filed Jun 30, 2026

Total AUM

$11.8B

as of Q2 2026

Holdings

1,584

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$906M10.3M7.6%02

$391M8.5M3.3%03

BLACKROCK ETF TRUST

$269M4.0M2.3%04

SCHWAB STRATEGIC TR

$263M7.8M2.2%05

DIMENSIONAL ETF TRUST

$236M4.6M2.0%06

DIMENSIONAL ETF TRUST

$188M4.2M1.6%07

DIMENSIONAL ETF TRUST

$185M3.9M1.6%08

$180M623K1.5%09

$179M1.9M1.5%10

Filing history

$11.8B▲ 15.8%

1,584 positionsView →2026Q1Mar 31

1,474 positionsView →2025Q4Dec 31

1,511 positionsView →2025Q3Sep 30

1,498 positionsView →2025Q2Jun 30

1,458 positionsLocked 2025Q1Mar 31

1,393 positionsLocked 2024Q4Dec 31

1,394 positionsLocked 2024Q3Sep 30

1,432 positionsLocked 2024Q2Jun 30

1,367 positionsLocked 2024Q1Mar 31

1,087 positionsLocked 2023Q4Dec 31

1,104 positionsLocked 2023Q3Sep 30

1,068 positionsLocked

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