OneDigital Investment Advisors LLC
CIK 1690370
13F filing for Q2 2026・No. 502
- Holdings
- US$11.85B
- Quarter change
- +US$1.55B
- Entries
- 1,584
- Net bought (estimate)
- +US$588.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 200
- Sold out 84
- Cut 550
- Added 723
- Corporate actions 2
- Unchanged 89
Largest holdings
1,562 stocks worth US$11.84B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 10,309,495 | US$906M | 7.65% |
| ISHARES TRCORE UNIVRSL USD | Added | 8,476,864 | US$391.21M | 3.30% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 3,957,034 | US$269.12M | 2.27% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 7,776,295 | US$263.15M | 2.22% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 4,562,729 | US$235.85M | 1.99% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 4,246,503 | US$188.37M | 1.59% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 3,880,784 | US$185.31M | 1.56% |
| MBBISHARES TRMBS ETF | Added | 1,892,523 | US$178.88M | 1.51% |
| AAPLAppleCOM | Added | 617,608 | US$178.71M | 1.51% |
| ISHARES TRS&P 500 VAL ETF | Cut | 758,206 | US$172.16M | 1.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.