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OneDigital Investment Advisors LLC - Portfolio Stock Holdings

OneDigital Investment Advisors LLC disclosed 1597 stock positions in a recent SEC 13F filing. $10,201,865,098 of stock holdings were filed, with the largest holdings including SPYM, IUSB, and DYNF. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 13, 2026.

We estimate the fund has a total AUM of $155,409,677,415 and has 648 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

Dec. 31, 2025

No. of Stocks:

1597

Est. Stock Holding Value:

$10,201,865,098

Top Stock Holdings By Sector

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Portfolio Stock Holdings - OneDigital Investment Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - OneDigital Investment Advisors LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.