OneDigital Investment Advisors LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.2B

Total Positions

1,502

New This Quarter

125

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SPYM4.81%

IUSB3.13%

DYNF2.56%

SCHG2.29%

IVE2.06%

DFAU1.99%

OEF1.87%

VOO1.78%

AVEM1.69%

DFSD1.67%

Other18.51%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TMC10Q held

TMC THE METALS COMPANY INC

Avg $1.02 · $85,032 est. P&L

Est. P&L

+502.28%

NGD7Q held

NEW GOLD INC CDA C

Avg $1.95 · $121,731 est. P&L

Est. P&L

+351.79%

PLTR15Q held

Palantir Technologies Inc

Avg $44.70 · $6.2M est. P&L

Est. P&L

+304.55%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1501 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPYM SPDR SERIES TRUST	6.1M	$491.2M	4.8%	—	$51.19	+57.90%	28 qtrs	Increased 59
IUSB ISHARES TR	6.9M	$319.3M	3.1%	—	$41.82	+11.15%	14 qtrs	Increased 58
DYNF BLACKROCK ETF TRUST	4.3M	$261.5M	2.6%	—	$47.01	+30.28%	11 qtrs	Increased 55
SCHG SCHWAB STRATEGIC TR	7.2M	$233.8M	2.3%	—	$26.48	+24.16%	28 qtrs	Decreased 0
IVE ISHARES TR	989,897	$209.9M	2.1%	—	$185.28	+15.26%	28 qtrs	Increased 69
DFAU DIMENSIONAL ETF TRUST	4.3M	$203.1M	2.0%	—	$38.64	+22.06%	9 qtrs	Increased 52
OEF ISHARES TR	556,996	$191M	1.9%	—	$283.24	+21.83%	28 qtrs	Increased 49
VOO VANGUARD INDEX FDS	289,976	$181.9M	1.8%	—	$367.03	+72.12%	28 qtrs	Decreased 0
AVEM AMERICAN CENTY ETF TR	2.2M	$172.9M	1.7%	—	$74.48	+3.67%	14 qtrs	Increased 77
DFSD DIMENSIONAL ETF TRUST	3.6M	$170.6M	1.7%	—	$44.40	+8.16%	11 qtrs	Increased 53
AAPL Apple Inc	598,915	$162.8M	1.6%	—	$138.90	+96.42%	28 qtrs	Increased 48
DFAC DIMENSIONAL ETF TRUST	3.9M	$156M	1.5%	—	$30.74	+29.84%	19 qtrs	Increased 52
MBB ISHARES TR	1.6M	$155.8M	1.5%	—	$84.82	+12.14%	26 qtrs	Increased 49
BOND PIMCO ETF TR	1.6M	$144.5M	1.4%	—	$84.79	+9.57%	19 qtrs	Increased 52
IVV ISHARES TR	208,317	$142.7M	1.4%	—	$362.73	+90.20%	28 qtrs	Decreased 0
DFCF DIMENSIONAL ETF TRUST	3.2M	$137.5M	1.3%	—	$39.36	+8.30%	11 qtrs	Increased 53
EFV ISHARES TR	1.9M	$135.7M	1.3%	—	$51.45	+39.32%	14 qtrs	Decreased 0
QUAL ISHARES TR	650,190	$129.1M	1.3%	—	$138.13	+44.86%	26 qtrs	Decreased 0
MSFT Microsoft Corp	257,812	$124.7M	1.2%	—	$274.03	+77.89%	28 qtrs	Increased 49
IAU ISHARES GOLD TR	1.4M	$110.3M	1.1%	—	$51.68	+58.10%	19 qtrs	Decreased 0
DFAI DIMENSIONAL ETF TRUST	2.7M	$103.2M	1.0%	—	$28.45	+34.64%	11 qtrs	Increased 48
NVDA NVIDIA Corp	549,743	$102.5M	1.0%	—	$130.74	+43.44%	28 qtrs	Decreased 0
MTUM ISHARES TR	402,995	$100.9M	1.0%	—	$204.70	+23.49%	26 qtrs	Increased 58
VTEB VANGUARD MUN BD FDS	1.9M	$97.1M	1.0%	—	$46.41	+8.04%	18 qtrs	Increased 44
GSLC GOLDMAN SACHS ETF TR	650,625	$86.1M	0.8%	—	$78.39	+70.20%	12 qtrs	Decreased 0
Showing 25 of 1,501 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

DFGRDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+576,246 shares+$15.3M

DFAUDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+3.9M shares+$187.7M

DFAEDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+867,036 shares+$29.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer