OneDigital Investment Advisors LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
1,462
Total value ($000)
$10,229,707
Net value change ($000)
+26,132 (0.3%)
New positions
102
Sold out positions
157
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 126,235 NEW
SPTI 99,559 663.5%
BLCR 60,075 NEW
SPYM 55,928 11.4%
SHLD 34,041 95.8%
IUSB 31,317 9.8%
BOND 17,085 11.8%
BAI 13,862 18.7%
MBB 13,120 8.4%
BNDX 13,020 24.7%
Top Reduces (Value $000, Stocks/ETFs)
OEF -139,049 -72.8%
VOO -44,762 -24.6%
DYNF -41,274 -15.8%
MSFT -36,272 -29.1%
IAU -35,879 -32.5%
SCHZ -35,642 -48.9%
EMB -25,319 -82.3%
AVEM -20,713 -12.0%
MOAT -17,512 -36.2%
SCHB -15,984 -45.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,736 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type