OneDigital Investment Advisors LLC Portfolio
Investment ManagerAUM: $9.74B1498 holdings
About OneDigital Investment Advisors LLC
OneDigital Investment Advisors LLC is a Investment Manager managing $9.74B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Data as of: Q3 2025
Filed: Nov 10, 2025
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Portfolio
New BuysTotal AUM
$9.74B
Holdings
100
New Positions
0
Sold
0
Sector Distribution
Information Technology
5.7%
Consumer Discretionary
1.7%
Industrials
1.4%
Financials
1.3%
Health Care
1.3%
Communication Services
1.2%
Health Care
0.6%
Consumer Staples
0.5%
Energy
0.3%
Materials
0.3%
Utilities
0.3%
Real Estate
0.1%
0.0%
Other / Unclassified
85.2%
Portfolio Holdings
10 of 100 linked to profiles
Showing top 100 of 1,498 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | AAPL | $151.9M | 1.56% |
| 2 | MSFT | $128.3M | 1.32% |
| 3 | NVDA | $105.1M | 1.08% |
| 4 | AMZN | $71.6M | 0.73% |
| 5 | GOOGL | $49.5M | 0.51% |
| 6 | JPM | $34.8M | 0.36% |
| 7 | AVGO | $31.3M | 0.32% |
| 8 | CVS | $29.9M | 0.31% |
| 9 | META | $24.8M | 0.25% |
| 10 | GOOGL | $23.9M | 0.24% |
Other Assets (90)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| SPDR SERIES TRUST | $465.7M |
| ISHARES TR | $311.4M |
| BLACKROCK ETF TRUST | $246.6M |
| SCHWAB STRATEGIC TR | $235.9M |
| ISHARES TR | $201.2M |
| DIMENSIONAL ETF TRUST | $182.8M |
| VANGUARD INDEX FDS | $181.1M |
| ISHARES TR | $180.7M |
| DIMENSIONAL ETF TRUST | $155.9M |
| ISHARES TR | $150.7M |
| ISHARES TR | $149.1M |
| ISHARES TR | $148.3M |
| ISHARES TR | $146.9M |
| WISDOMTREE TR | $141.5M |
| DIMENSIONAL ETF TRUST | $139.0M |
| PIMCO ETF TR | $133.7M |
| DIMENSIONAL ETF TRUST | $123.7M |
| ISHARES GOLD TR | $99.1M |
| DIMENSIONAL ETF TRUST | $96.8M |
| VANGUARD MUN BD FDS | $92.8M |
| GOLDMAN SACHS ETF TR | $88.2M |
| BONDBLOXX ETF TRUST | $85.3M |
| ISHARES TR | $79.6M |
| SCHWAB STRATEGIC TR | $77.9M |
| BLACKROCK ETF TRUST | $72.2M |
| BLACKROCK ETF TRUST II | $72.1M |
| VANGUARD INTL EQUITY INDEX F | $71.1M |
| ISHARES TR | $69.5M |
| ISHARES TR | $68.9M |
| VANGUARD INDEX FDS | $65.8M |
| DIMENSIONAL ETF TRUST | $63.3M |
| ISHARES TR | $58.7M |
| VANGUARD CHARLOTTE FDS | $55.4M |
| AMERICAN CENTY ETF TR | $55.0M |
| ISHARES TR | $50.8M |
| VANECK ETF TRUST | $50.6M |
| J P MORGAN EXCHANGE TRADED F | $46.0M |
| WISDOMTREE TR | $45.5M |
| SPDR S&P 500 ETF TR | $41.8M |
| GOLDMAN SACHS ETF TR | $41.2M |
| FIDELITY COVINGTON TRUST | $41.1M |
| VANGUARD BD INDEX FDS | $40.2M |
| WISDOMTREE TR | $38.0M |
| INVESCO QQQ TR | $37.9M |
| AMERICAN CENTY ETF TR | $37.6M |
| DIMENSIONAL ETF TRUST | $37.0M |
| SCHWAB STRATEGIC TR | $35.5M |
| GLOBAL X FDS | $35.3M |
| ISHARES TR | $35.0M |
| ISHARES TR | $33.8M |
| SCHWAB STRATEGIC TR | $33.5M |
| BERKSHIRE HATHAWAY INC DEL | $32.4M |
| DIMENSIONAL ETF TRUST | $32.3M |
| PIMCO ETF TR | $31.7M |
| SCHWAB STRATEGIC TR | $31.5M |
| DIMENSIONAL ETF TRUST | $31.1M |
| DIMENSIONAL ETF TRUST | $30.8M |
| DIMENSIONAL ETF TRUST | $30.7M |
| ISHARES TR | $29.7M |
| VANGUARD ADMIRAL FDS INC | $29.6M |
| ISHARES TR | $29.2M |
| ISHARES TR | $28.8M |
| T ROWE PRICE ETF INC | $28.6M |
| FIRST TR EXCH TRADED FD III | $28.3M |
| FIDELITY COVINGTON TRUST | $27.5M |
| GOLDMAN SACHS ETF TR | $27.3M |
| DIMENSIONAL ETF TRUST | $27.2M |
| PIMCO ETF TR | $27.0M |
| VANGUARD INDEX FDS | $25.7M |
| ISHARES TR | $25.4M |
| ISHARES TR | $25.1M |
| ISHARES TR | $24.5M |
| PIMCO ETF TR | $24.4M |
| INVESCO EXCHANGE TRADED FD T | $24.3M |
| SPDR SERIES TRUST | $23.9M |
| ISHARES TR | $23.0M |
| ISHARES TR | $22.8M |
| VANGUARD SPECIALIZED FUNDS | $22.2M |
| VANECK ETF TRUST | $22.2M |
| ISHARES TR | $22.2M |
| SCHWAB STRATEGIC TR | $22.1M |
| T ROWE PRICE ETF INC | $21.7M |
| VANGUARD INDEX FDS | $21.7M |
| VANGUARD INTL EQUITY INDEX F | $21.7M |
| T ROWE PRICE ETF INC | $21.6M |
| ISHARES TR | $21.1M |
| ISHARES TR | $21.0M |
| DIMENSIONAL ETF TRUST | $20.9M |
| SCHWAB STRATEGIC TR | $20.8M |
| WISDOMTREE TR | $20.6M |
Frequently Asked Questions
What is in OneDigital Investment Advisors LLC's 13F portfolio?
As of September 2025, OneDigital Investment Advisors LLC holds 1498 positions in their SEC 13F portfolio. Their largest holdings include AAPL, MSFT, NVDA, AMZN, GOOGL. This data is sourced from SEC EDGAR Form 13F filings, which are required for institutional investment managers with over $100 million in assets.
How many stocks does OneDigital Investment Advisors LLC hold?
OneDigital Investment Advisors LLC holds 1498 positions as reported in their September 2025 SEC 13F filing. Note that 13F filings only include long equity positions and may not reflect short positions, non-US holdings, or other asset classes.
When was OneDigital Investment Advisors LLC's latest 13F filing?
OneDigital Investment Advisors LLC's most recent 13F filing covers the period ending September 2025. Institutional investors are required to file Form 13F with the SEC within 45 days after the end of each calendar quarter. This means the data may be 45+ days delayed from actual trading activity.
What is OneDigital Investment Advisors LLC's portfolio value?
OneDigital Investment Advisors LLC's 13F portfolio is valued at approximately $9.7 billion as of September 2025. This reflects the total market value of all reported long equity positions. The actual assets under management may differ as 13F filings do not include all asset types.
What is a 13F filing?
A 13F filing is a quarterly report required by the SEC from institutional investment managers who manage $100 million or more in qualifying assets. Filed within 45 days of each quarter end, it discloses long positions in US-listed equities and certain other securities. 13F filings are public records available through SEC EDGAR.