13F Insight
DOSSIER · 13F-HR · Q3 2026

OneDigital Investment Advisors LLC

$12.7B in tracked AUM across 1,628 positions as of Q3 2026.

OI
CIK 0001690370 · last filed Sep 30, 2026
Total AUM
$12.7B
as of Q3 2026
Holdings
1,628
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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.

OneDigital Investment Advisors LLC entered 2026-03-31 with $10.2B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$993M11.1M7.8%02
IUSB
ISHARES TR
$481M10.9M3.8%03
DYNF
BLACKROCK ETF TRUST
$289M4.2M2.3%04
SCHG
SCHWAB STRATEGIC TR
$287M8.0M2.3%05
IEFA
ISHARES TR
$260M2.7M2.0%06
DFAU
DIMENSIONAL ETF TRUST
$242M4.6M1.9%07
AAPL
APPLE INC
$229M688K1.8%08
DFAC
DIMENSIONAL ETF TRUST
$193M4.3M1.5%09
IVE
ISHARES TR
$185M809K1.5%10
DFSD
DIMENSIONAL ETF TRUST
$180M3.9M1.4%

Filing history

2026Q3Sep 30
$12.7B▲ 7.5%
1,628 positionsView →2026Q2Jun 30
$11.8B▲ 15.8%
1,584 positionsView →2026Q1Mar 31
$10.2B▲ 0.3%
1,474 positionsView →2025Q4Dec 31
$10.2B▲ 4.7%
1,511 positionsView →2025Q3Sep 30
$9.7B▲ 8.2%
1,498 positionsLocked2025Q2Jun 30
$9.0B▲ 6.7%
1,458 positionsLocked2025Q1Mar 31
$8.4B▼ 2.1%
1,393 positionsLocked2024Q4Dec 31
$8.6B▼ 1.5%
1,394 positionsLocked2024Q3Sep 30
$8.8B▲ 9.4%
1,432 positionsLocked2024Q2Jun 30
$8.0B▲ 25.7%
1,367 positionsLocked2024Q1Mar 31
$6.4B▲ 11.4%
1,087 positionsLocked2023Q4Dec 31
$5.7B▲ 23.7%
1,104 positionsLocked
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