— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

OneDigital Investment Advisors LLC

11101 SWITZER RD SUITE 200, OVERLAND PARK, KS 66210 • 877-742-2021

Q4 2025 · Filed 2026-02-13
Market Value
$10.2B
+4.6%
Holdings
1,575
+54
New Purchases
115
Added To
531
Closed
106
Reduced
759
Top 10 Concentration
24.0%
Turnover
14.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVEM 1.70% 0.21% +1.49% $173M
IVE 2.07% 1.53% +0.54% $210M
MTUM 0.99% 0.72% +0.28% $101M
FBCG 0.61% 0.42% +0.18% $62M
FENI 0.44% 0.28% +0.16% $45M
FIBR 0.13% 0.00% +0.13% $13M
GOOGL 0.63% 0.51% +0.12% $64M
DFAU 2.00% 1.88% +0.12% $203M
COMT 0.11% 0.00% +0.11% $11M
DFAC 1.54% 1.43% +0.10% $156M
SO 0.14% 0.04% +0.10% $14M
PYLD 0.36% 0.28% +0.08% $37M
GOOG 0.33% 0.25% +0.08% $33M
DFCF 1.35% 1.27% +0.08% $137M
PVAL 0.22% 0.14% +0.08% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XSOE 0.29% 1.46% -1.16% $30M
QUAL 1.27% 2.07% -0.80% $129M
IBHE 0.00% 0.21% -0.21% $0
EFV 1.34% 1.54% -0.20% $136M
STIP 0.01% 0.20% -0.19% $1M
XTEN 0.71% 0.88% -0.17% $72M
IYW 0.44% 0.60% -0.16% $45M
SCHG 2.30% 2.43% -0.13% $234M
CVS 0.19% 0.31% -0.12% $19M
BWXT 0.01% 0.12% -0.11% $1M
IVV 1.41% 1.51% -0.11% $143M
MSFT 1.23% 1.32% -0.09% $125M
IYF 0.07% 0.15% -0.09% $7M
SCHZ 0.72% 0.80% -0.09% $73M
SPTS 0.02% 0.10% -0.08% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 83.9%
Technology 5.5%
Healthcare 2.1%
Industrials 2.0%
Consumer Cyclical 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $1.7B 16.9%
Large Cap 790 $6.1B 60.2%
Mid Cap 381 $1.5B 15.0%
Small Cap 233 $698M 6.9%
Micro Cap 91 $104M 1.0%

Portfolio Analytics

Avg Market Cap
$65.2B
Median Market Cap
$12.4B
Avg P/E
34.9
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
890
# ETFs / Funds
685

Top Holdings (1,575 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 4.84% 6,123,760 $491M $80.22 $26M +179,193 +3.0%
2 IUSB 3.14% 6,860,453 $319M $46.54 $8M +193,248 +2.9%
3 DYNF 2.58% 4,300,287 $262M $60.81 $15M +134,686 +3.2%
4 SCHG 2.30% 7,168,249 $234M $32.62 -$2M -224,767 -3.0%
5 IVE 2.07% 989,897 $210M $212.07 $62M +271,834 +37.9%
6 DFAU 2.00% 4,339,915 $203M $46.80 $20M +345,458 +8.7%
7 OEF 1.88% 556,996 $191M $342.97 $10M +14,232 +2.6%
8 VOO 1.79% 289,976 $182M $627.13 $784K -5,704 -1.9%
9 AVEM 1.70% 2,245,195 $173M $77.02 $153M +1,975,286 +731.8%
10 DFSD 1.68% 3,557,393 $171M $47.95 $15M +321,470 +9.9%
11 AAPL 1.60% 598,915 $163M $271.86 $11M +2,426 +0.4%
12 DFAC 1.54% 3,939,898 $156M $39.59 $17M +335,403 +9.3%
13 MBB 1.53% 1,635,774 $156M $95.22 $5M +51,945 +3.3%
14 BOND 1.42% 1,552,324 $144M $93.08 $11M +119,828 +8.4%
15 IVV 1.41% 208,317 $143M $684.94 -$4M -11,236 -5.1%
16 DFCF 1.35% 3,229,584 $137M $42.56 $14M +337,311 +11.7%
17 EFV 1.34% 1,899,685 $136M $71.41 -$13M -298,292 -13.6%
18 QUAL 1.27% 650,190 $129M $198.62 -$72M -384,243 -37.1%
19 MSFT 1.23% 257,812 $125M $483.62 -$4M +10,150 +4.1%
20 IAU 1.09% 1,358,533 $110M $81.17 $11M -3,885 -0.3%
21 DFAI 1.02% 2,707,178 $103M $38.11 $6M +43,321 +1.6%
22 NVDA 1.01% 549,743 $103M $186.50 -$3M -13,465 -2.4%
23 MTUM 0.99% 402,995 $101M $250.31 $31M +132,109 +48.8%
24 VTEB 0.96% 1,930,327 $97M $50.29 $4M +76,984 +4.2%
25 GSLC 0.85% 650,625 $86M $132.37 -$2M -26,207 -3.9%
26 MUB 0.82% 773,469 $83M $107.11 $3M +26,063 +3.5%
27 AMZN 0.76% 334,811 $77M $230.82 $6M +8,781 +2.7%
28 VT 0.74% 529,316 $75M $141.06 $4M +13,026 +2.5%
29 BINC 0.73% 1,411,058 $74M $52.77 $2M +56,360 +4.2%
30 BAI 0.73% 2,230,296 $74M $33.30 $2M +117,765 +5.6%
31 SCHZ 0.72% 3,117,962 $73M $23.37 -$5M -201,323 -6.1%
32 XTEN 0.71% 1,550,026 $72M $46.22 -$14M -280,077 -15.3%
33 IEFA 0.70% 796,404 $71M $89.46 $2M +7,392 +0.9%
34 DFIC 0.69% 2,047,476 $71M $34.46 $7M +118,524 +6.1%
35 VTI 0.63% 192,215 $64M $335.27 -$1M -8,317 -4.2%
36 GOOGL 0.63% 204,664 $64M $313.00 $15M +1,105 +0.5%
37 FBCG 0.61% 1,121,664 $62M $54.84 $20M +355,374 +46.4%
38 AVUS 0.54% 487,973 $55M $111.78 -$493K -18,361 -3.6%
39 BNDX 0.52% 1,089,671 $53M $48.32 -$3M -30,363 -2.7%
40 MOAT 0.48% 466,619 $48M $103.56 -$2M -43,916 -8.6%
41 IVW 0.46% 381,331 $47M $123.26 -$4M -39,668 -9.4%
42 DGRW 0.45% 509,361 $46M $89.43 $90K -1,675 -0.3%
43 JMTG 0.44% 877,336 $45M $51.06 -$1M -25,546 -2.8%
44 IYW 0.44% 223,700 $45M $199.68 -$14M -75,847 -25.3%
45 FENI 0.44% 1,217,279 $45M $36.58 $17M +438,046 +56.2%
46 BND 0.42% 577,158 $43M $74.07 $3M +36,521 +6.8%
47 GSIE 0.42% 993,660 $43M $42.94 $1M -8,162 -0.8%
48 SPY 0.39% 57,698 $39M $681.92 -$2M -4,062 -6.6%
49 NTSX 0.38% 702,670 $39M $54.81 $556K -1,293 -0.2%
50 AVDE 0.37% 455,341 $37M $82.32 -$125K -21,318 -4.5%
51 PYLD 0.36% 1,370,816 $37M $26.68 $10M +363,762 +36.1%
52 JPM 0.36% 112,865 $36M $322.22 $2M +2,588 +2.4%
53 DUHP 0.35% 942,832 $36M $38.03 -$1M -37,571 -3.8%
54 DCOR 0.35% 482,892 $36M $73.63 $4M +50,451 +11.7%
55 SHLD 0.35% 548,690 $36M $64.79 $214K +45,619 +9.1%
56 DFEM 0.35% 1,064,286 $35M $33.08 $3M +56,152 +5.6%
57 SCHB 0.34% 1,332,291 $35M $26.23 -$558K -48,655 -3.5%
58 CORP 0.34% 356,236 $35M $97.85 $3M +34,327 +10.7%
59 IEI 0.34% 286,617 $34M $119.35 -$752K -5,912 -2.0%
60 DFAE 0.33% 1,038,772 $34M $32.57 $3M +60,789 +6.2%
61 AVGO 0.33% 97,544 $34M $346.10 $2M +2,609 +2.8%
62 QQQ 0.33% 54,424 $33M $614.31 -$4M -8,718 -13.8%
63 GOOG 0.33% 105,870 $33M $313.80 $9M +7,929 +8.1%
64 IGEB 0.32% 714,592 $33M $45.66 -$1M -18,892 -2.6%
65 BRK-B 0.32% 64,893 $33M $502.65 $212K +434 +0.7%
66 DFLV 0.32% 935,581 $32M $34.21 $1M +1,150 +0.1%
67 SPAB 0.31% 1,222,647 $31M $25.75 $8M +296,221 +32.0%
68 SCHV 0.30% 1,041,603 $31M $29.61 -$634K -39,677 -3.7%
69 SCHX 0.30% 1,145,531 $31M $26.91 -$3M -127,325 -10.0%
70 EMB 0.30% 319,616 $31M $96.28 $1M +7,096 +2.3%
71 TLT 0.30% 352,643 $31M $87.16 $2M +25,560 +7.8%
72 XSOE 0.29% 762,687 $30M $39.02 -$112M -2,965,638 -79.5%
73 FMB 0.29% 578,623 $30M $51.13 $1M +20,205 +3.6%
74 VOOV 0.29% 144,283 $30M $204.85 -$48K -4,132 -2.8%
75 TCAF 0.28% 732,336 $28M $38.22 -$625K -26,669 -3.5%
76 DFAX 0.28% 853,865 $28M $32.73 $728K -13,543 -1.6%
77 IGSB 0.27% 527,737 $28M $52.88 -$885K -15,202 -2.8%
78 HYS 0.27% 288,227 $27M $94.82 $3M +33,546 +13.2%
79 VO 0.26% 91,888 $27M $290.22 $925K +4,251 +4.8%
80 GSEW 0.26% 311,846 $27M $85.12 -$793K -9,619 -3.0%
81 TFLO 0.24% 488,914 $25M $50.46 -$448K -7,600 -1.5%
82 SHY 0.24% 297,238 $25M $82.82 -$790K -9,025 -3.0%
83 IEMG 0.24% 361,067 $24M $67.22 $6M +79,943 +28.4%
84 RSP 0.24% 126,143 $24M $191.56 -$150K -2,026 -1.6%
85 VUG 0.23% 48,578 $24M $487.86 $2M +3,365 +7.4%
86 IWB 0.23% 61,834 $23M $373.44 $271K -606 -1.0%
87 FBND 0.23% 500,664 $23M $46.04 $5M +115,433 +30.0%
88 WMT 0.23% 205,105 $23M $111.41 $3M +8,396 +4.3%
89 ITM 0.22% 479,928 $23M $47.16 $404K +2,899 +0.6%
90 PVAL 0.22% 490,766 $22M $45.57 $9M +170,019 +53.0%
91 VIG 0.22% 101,713 $22M $219.78 $119K -1,327 -1.3%
92 USMV 0.22% 234,598 $22M $94.16 -$880K -6,829 -2.8%
93 JNJ 0.22% 106,236 $22M $206.95 $7M +23,990 +29.2%
94 META 0.21% 32,903 $22M $660.09 -$3M -882 -2.6%
95 TGRT 0.21% 490,740 $22M $44.25 $81K -5,010 -1.0%
96 NTSI 0.21% 486,433 $21M $44.09 $827K +4,094 +0.8%
97 SCHM 0.21% 709,056 $21M $30.07 -$730K -34,906 -4.7%
98 DFGR 0.21% 802,414 $21M $26.42 $318K +37,792 +4.9%
99 DFUS 0.21% 285,752 $21M $74.17 $5M +63,616 +28.6%
100 EFG 0.21% 185,598 $21M $113.92 -$1M -8,972 -4.6%

New Positions

SymbolValue% Port
FIBR $13M 0.13%
COMT $11M 0.11%
IBDS $7M 0.06%
IBDU $6M 0.06%
IBDT $6M 0.06%
IBDV $5M 0.05%
BNDW $5M 0.05%
LAMR $4M 0.04%
IBDW $4M 0.04%
IBDX $4M 0.04%
GLPI $4M 0.04%
FNOV $3M 0.03%
QSPT $3M 0.03%
IBDY $3M 0.03%
BAB $2M 0.02%

Sold Out Positions

SymbolValue% Port
ATR —%
AN —%
HPE —%
EGP —%
DAC —%
ZBH —%
RC —%
BOOT —%
MUSA —%
CHWY —%
HIMS —%
AEO —%
ACM —%
EXG —%
ELF —%
View SEC EDGAR Filings for OneDigital Investment Advisors LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms