OneDigital Investment Advisors LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,203,575
- Description
- Overland Park Kansas based planning integrated investment advisor with a limited liability advisory organization and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, asset liability coordination, and planning integrated mandate design for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through risk budget governance and governance clarity.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,503 | 10,203,575 | 13F-HR | OneDigital Investment Advisors LLC |
| Q3 2025 | 11/10/2025 | 1,487 | 9,741,119 | 13F-HR | OneDigital Investment Advisors LLC |
| Q2 2025 | 8/7/2025 | 1,447 | 9,006,560 | 13F-HR | OneDigital Investment Advisors LLC |
| Q1 2025 | 4/29/2025 | 1,393 | 8,440,685 | 13F-HR | OneDigital Investment Advisors LLC |
| Q4 2024 | 2/13/2025 | 1,394 | 8,624,076 | 13F-HR | OneDigital Investment Advisors LLC |
| Q3 2024 | 11/6/2024 | 1,432 | 8,756,681 | 13F-HR | OneDigital Investment Advisors LLC |
| Q2 2024 | 8/2/2024 | 1,366 | 8,002,080 | 13F-HR | OneDigital Investment Advisors LLC |
| Q1 2024 | 5/10/2024 | 1,087 | 6,364,881 | 13F-HR | OneDigital Investment Advisors LLC |
| Q4 2023 | 2/13/2024 | 1,104 | 5,713,785 | 13F-HR | OneDigital Investment Advisors LLC |
| Q3 2023 | 11/14/2023 | 989 | 4,617,622 | 13F-HR | OneDigital Investment Advisors LLC |
| Q2 2023 | 8/7/2023 | 1,009 | 4,519,205 | 13F-HR | OneDigital Investment Advisors LLC |
| Q1 2023 | 5/10/2023 | 967 | 4,264,489 | 13F-HR | Resources Investment Advisors, LLC. |
| Q4 2022 | 2/2/2023 | 821 | 3,448,323 | 13F-HR | Resources Investment Advisors, LLC. |
| Q3 2022 | 11/8/2022 | 758 | 2,697,400 | 13F-HR | Resources Investment Advisors, LLC. |
| Q2 2022 | 8/8/2022 | 710 | 2,328,813 | 13F-HR | Resources Investment Advisors, LLC. |
| Q1 2022 | 5/5/2022 | 752 | 2,647,576 | 13F-HR | Resources Investment Advisors, LLC. |
| Q4 2021 | 2/23/2022 | 791 | 2,825,089 | 13F-HR | Resources Investment Advisors, LLC. |
| Q3 2021 | 11/5/2021 | 762 | 2,522,473 | 13F-HR | Resources Investment Advisors, LLC. |
| Q2 2021 | 8/9/2021 | 742 | 2,428,649 | 13F-HR | Resources Investment Advisors, LLC. |
| Q1 2021 | 5/10/2021 | 699 | 2,138,505 | 13F-HR | Resources Investment Advisors, LLC. |
| Q4 2020 | 2/8/2021 | 692 | 1,919,766 | 13F-HR | Resources Investment Advisors, LLC. |
| Q3 2020 | 10/9/2020 | 660 | 1,447,513 | 13F-HR | Resources Investment Advisors, LLC. |
| Q2 2020 | 8/14/2020 | 649 | 1,388,202 | 13F-HR | Resources Investment Advisors, LLC. |
| Q1 2020 | 5/14/2020 | 570 | 1,128,919 | 13F-HR | Resources Investment Advisors, LLC. |
| Q4 2019 | 2/7/2020 | 604 | 1,269,766 | 13F-HR | Resources Investment Advisors, LLC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
442
(0.0% of total reported value)
· QoQ Δ:
-195
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.463 M | 63.5% | 4.031 M | 0 | 4.031 M |
| ETFs | 3.229 M | 31.7% | 0 | 3.964 M | -3.964 M |
| Debt | 97.81 K | 1.0% | 20.93 K | 0 | 20.93 K |
| Other | 383.9 K | 3.8% | 377.9 K | 0 | 377.9 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
10,203,575
Holdings
1503
QoQ value change ($000)
462,456
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.