Arkolith/Funds/OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC

CIK 1690370
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Inactive

OneDigital Investment Advisors LLC holds a diversified book of 1447 stocks worth $10.2B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 5% of the equity book. They also disclosed $1.5M in put options (a bearish bet) and $4.2M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show OneDigital Investment Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
102
new positions
Added to
547
existing
Trimmed
735
reduced
Sold out
143
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
24%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
7%
Financials
3%
Consumer Discretionary
2%
Industrials
2%
Health Care
2%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,447 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$547.2M7.15M
5.4%
▲+17%
Added · +1.0M sh
2Ishares TR
CORE UNIVRSL USD
$350.6M7.59M
3.4%
▲+11%
Added · +730K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$220.2M3.79M
2.2%
▼−12%
Reduced · −515K sh
4Schwab Strategic TR
US LCAP GR ETF
$218.0M7.48M
2.1%
▲+4.4%
Added · +314K sh
5Ishares TR
S&P 500 VAL ETF
$203.9M965.6K
2.0%
▼−2.5%
Reduced · −24K sh
6Dimensional ETF Trust
US CORE EQT MKT
$199.6M4.42M
2.0%
▲+1.9%
Added · +84K sh
7Dimensional ETF Trust
SHORT DURATION F
$177.1M3.70M
1.7%
▲+4.0%
Added · +142K sh
8Ishares TR
MBS ETF
$168.9M1.78M
1.7%
▲+8.7%
Added · +143K sh
9Pimco ETF TR
ACTIVE BD ETF
$161.6M1.75M
1.6%
▲+13%
Added · +199K sh
10Dimensional ETF Trust
US CORE EQUITY 2
$156.7M4.03M
1.5%
▲+2.4%
Added · +93K sh
11Apple Inc
COM
$154.9M610.2K
1.5%
▲+1.9%
Added · +11K sh
12American Centy ETF TR
AVANTIS EMGMKT
$152.2M1.89M
1.5%
▼−16%
Reduced · −356K sh
13Ishares TR
CORE S&P500 ETF
$144.8M221.7K
1.4%
▲+6.4%
Added · +13K sh
14Ishares TR
EAFE VALUE ETF
$142.9M1.92M
1.4%
▲+1.2%
Added · +22K sh
15Dimensional ETF Trust
CORE FIXED INCOM
$140.9M3.34M
1.4%
▲+3.4%
Added · +108K sh
16Vanguard Index FDS
S&P 500 ETF SHS
$137.1M229.4K
1.3%
▼−21%
Reduced · −61K sh
17Ishares TR
MSCI USA QLT FCT
$132.6M691.1K
1.3%
▲+6.3%
Added · +41K sh
18BlackRock ETF Trust
ISHARES INTL CTR
$126.2M3.93M
1.2%
▲New
New position
19SPDR Series Trust
STATE STREET SPD
$114.6M4.00M
1.1%
▲+668%
Added · +3.5M sh
20Vanguard Mun BD FDS
TAX EXEMPT BD
$107.4M2.15M
1.1%
▲+12%
Added · +223K sh
21Dimensional ETF Trust
INTL CORE EQT MK
$106.8M2.74M
1.0%
▲+1.3%
Added · +34K sh
22Ishares TR
MSCI USA MMENTM
$101.3M422.1K
1.0%
▲+4.8%
Added · +19K sh
23Nvidia Corporation
COM
$98.0M561.6K
1.0%
▲+2.2%
Added · +12K sh
24Ishares TR
NATIONAL MUN ETF
$89.5M842.7K
0.9%
▲+8.9%
Added · +69K sh
25Microsoft Corp
COM
$88.4M238.8K
0.9%
▼−7.3%
Reduced · −19K sh
26BlackRock ETF Trust
ISHARES A I INNO
$88.1M2.67M
0.9%
▲+20%
Added · +444K sh
27Goldman Sachs ETF TR
ACTIVEBETA US LG
$80.0M639.4K
0.8%
▼−1.7%
Reduced · −11K sh
28Ishares Gold TR
ISHARES NEW
$74.4M843.8K
0.7%
▼−38%
Reduced · −515K sh
29Dimensional ETF Trust
INTL CORE EQUITY
$73.7M2.07M
0.7%
▲+1.3%
Added · +27K sh
30BlackRock ETF Trust II
ISHARES FLEXIBLE
$72.5M1.40M
0.7%
▼−1.0%
Reduced · −14K sh
31Vanguard Intl Equity Index F
TT WRLD ST ETF
$71.8M519.2K
0.7%
▼−1.9%
Reduced · −10K sh
32Bondbloxx ETF Trust
BLOOMBERG TEN YR
$70.7M1.54M
0.7%
▼−0.5%
Reduced · −7K sh
33Amazon Com Inc
COM
$70.7M339.3K
0.7%
▲+1.4%
Added · +5K sh
34Global X FDS
DEFENSE TECH ETF
$69.6M982.4K
0.7%
▲+79%
Added · +434K sh
35Fidelity Covington Trust
BLUE CHIP GRWTH
$67.3M1.34M
0.7%
▲+20%
Added · +221K sh
36Ishares TR
CORE MSCI EAFE
$66.2M731.7K
0.6%
▼−8.1%
Reduced · −65K sh
37Vanguard Charlotte FDS
TOTAL INT BD ETF
$65.7M1.37M
0.6%
▲+25%
Added · +277K sh
38Vanguard Index FDS
TOTAL STK MKT
$62.8M195.9K
0.6%
▲+1.9%
Added · +4K sh
39Alphabet Inc
CAP STK CL A
$61.8M214.8K
0.6%
▲+4.9%
Added · +10K sh
40BlackRock ETF Trust
ISHARES LARGE CA
$60.1M1.46M
0.6%
▲New
New position
41American Centy ETF TR
US EQT ETF
$54.2M487.2K
0.5%
▼−0.1%
Reduced · −766 sh
42Fidelity Covington Trust
ENHANCED INTL
$52.8M1.42M
0.5%
▲+16%
Added · +201K sh
43Ishares TR
S&P 100 ETF
$52.0M163.4K
0.5%
▼−71%
Reduced · −394K sh
44Vanguard BD Index FDS
TOTAL BND MRKT
$49.1M667.3K
0.5%
▲+16%
Added · +90K sh
45J P Morgan Exchange Traded F
MORTGAGE BACKED
$45.4M889.5K
0.4%
▲+1.4%
Added · +12K sh
46Wisdomtree TR
US QTLY DIV GRT
$44.8M509.8K
0.4%
▲+0.1%
Added · +460 sh
47Ishares TR
S&P 500 GRWT ETF
$44.2M391.1K
0.4%
▲+2.6%
Added · +10K sh
48Goldman Sachs ETF TR
ACTIVEBETA INT
$43.5M1.01M
0.4%
▲+1.4%
Added · +14K sh
49Ishares TR
3 7 YR TREAS BD
$42.4M357.2K
0.4%
▲+25%
Added · +71K sh
50Pimco ETF TR
MULTISECTOR BD
$41.2M1.57M
0.4%
▲+15%
Added · +201K sh
Showing 50 of 1,447 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.5M
Call notional (bullish)$4.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$3.4M5K
PUT · bearishNVIDIA CORPNVDA$994K6K
PUT · bearishWELLS FARGO & COWFC$486K6K
CALL · bullishISHARES MSCI EAFE ETFEFA$359K4K
CALL · bullishHOME DEPOT INCHD$132K400
CALL · bullishUNION PACIFIC CORPUNP$97K400
CALL · bullishNVIDIA CORPNVDA$70K400
CALL · bullishEQT CORPEQT$57K900
PUT · bearishUBER TECHNOLOGIES INCUBER$50K700
CALL · bullishBERKSHIRE HATHAWAY INC-CL BBRK/B$48K100
CALL · bullishROCKET LAB CORPRKLB$32K500
CALL · bullishSHOPIFY INC - CLASS ASHOP$12K100
CALL · bullishARK INNOVATION ETFARKK$7K100
CALL · bullishEOS ENERGY ENTERPRISES INCEOSE$5K1K
CALL · bullishSOFI TECHNOLOGIES INCSOFI$5K300

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 20261,474$10.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,511$10.2B13F-HR
Q3 2025Sep 30, 2025Nov 10, 20251,498$9.7B13F-HR
Q2 2025Jun 30, 2025Aug 7, 20251,458$9.0B13F-HR
Q1 2025Mar 31, 2025Apr 29, 20251,393$8.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20251,394$8.6B13F-HR
Q3 2024Sep 30, 2024Nov 6, 20241,432$8.8B13F-HR
Q2 2024Jun 30, 2024Aug 2, 20241,367$8.0B13F-HR
Q1 2024Mar 31, 2024May 10, 20241,087$6.4B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,104$5.7B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,068$4.6B13F-HR
Q2 2023Jun 30, 2023Aug 7, 20231,090$4.5B13F-HR
Q1 2023Mar 31, 2023May 10, 20231,049$4.3B13F-HR
Q4 2022Dec 31, 2022Feb 2, 2023897$3.4B13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022833$2.7B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022791$2.3B13F-HR
Q1 2022Mar 31, 2022May 5, 2022855$2.6B13F-HR
Q4 2021Dec 31, 2021Feb 23, 2022897$2.8B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021866$2.5B13F-HR
Q2 2021Jun 30, 2021Aug 9, 2021848$2.4B13F-HR
Q1 2021Mar 31, 2021May 10, 2021810$2.1B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021840$1.9B13F-HR
Q3 2020Sep 30, 2020Oct 9, 2020837$1.4B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020785$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.