OneDigital Investment Advisors
OneDigital Investment Advisors reported 1,562 stocks worth $11.8B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPYM (7.7%), IUSB (3.3%) and DYNF (2.3%). Compared with Q1 2026, the fund opened new positions in IALT and GGOV, added to SPYM, IUSB and DYNF, trimmed IVE, IVV and AVEM and sold out of HYDB, VPLS and OSCR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $906M | 7.7% | 10.3M | +3.2M (+44%) | 8 of 8 | |
| 2 |  IUSB Ishares Core | $391M | 3.3% | 8.5M | +886K (+12%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $269M | 2.3% | 4M | +172K (+5%) | 8 of 8 | |
| 4 |  SCHG Schwab Strategic TR | $263M | 2.2% | 7.8M | +294K (+4%) | 8 of 8 | |
| 5 |  DFAU Dimensional ETF Trust | $236M | 2.0% | 4.6M | +139K (+3%) | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $188M | 1.6% | 4.2M | +213K (+5%) | 8 of 8 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $185M | 1.6% | 3.9M | +181K (+5%) | 8 of 8 | |
| 8 |  MBB Ishares TR | $179M | 1.5% | 1.9M | +114K (+6%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $179M | 1.5% | 618K | +7,421 (+1%) | 8 of 8 | |
| 10 |  IVE Ishares TR | $172M | 1.4% | 758K | −207K (−21%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3M | 13K |
 HYDB Ishares TR | $2.6M | 55K |
 VPLS Vanguard Malvern Fds | $2.2M | 29K |
 OSCR Oscar Health Inc | $1.4M | 125K |
 RNR Renaissancere Hldgs Ltd | $1.4M | 4,576 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $3.6M | 4,800 | −400 |
AAPL Apple Inc | Put | $1.6M | 5,500 | +5,500 |
 NVDA Nvidia Corporation | Put | $1.1M | 5,700 | 0 |
 WFC Wells Fargo Co New | Put | $504K | 6,100 | 0 |
 EFA Ishares TR | Call | $249K | 2,400 | −1,300 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →OneDigital Investment Advisors 13F FAQ
What does OneDigital Investment Advisors own?
OneDigital Investment Advisors reported 1,562 stocks worth $11.8B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPYM (7.7%), IUSB (3.3%) and DYNF (2.3%). The table above lists every position in the filing (the top 10 without an account).
What did OneDigital Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 200 new positions, 715 added to, 533 trimmed and 84 sold out. New positions include IALT and GGOV. It sold all of HYDB, VPLS and OSCR.
When will OneDigital Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is OneDigital Investment Advisors's portfolio worth?
The Q2 2026 filing reports $11.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.