OneDigital Investment Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings as of September 30, 2026. The filing, signed by Senior Director of Compliance Jessica Schubel, lists a total of 1,628 positions held by the firm.
The report details a portfolio valued at approximately $12.7 billion. The filing includes a wide range of holdings, spanning large-cap technology companies, financial institutions, healthcare firms, and various exchange-traded funds (ETFs). Notable positions include Apple Inc., with a reported value of $682.6 million, and Amazon.com Inc., valued at $387.2 million. The filing also lists significant holdings in Alphabet Inc. Class A and Class C shares, as well as Broadcom Inc.
In addition to individual stocks, the portfolio includes a substantial number of ETFs. The filing lists holdings in various BlackRock ETFs, such as the iShares Core S&P 500 ETF, the iShares Core U.S. Aggregate Bond ETF, and the iShares Core MSCI World ETF. Other ETFs mentioned include the Amplify Cybersecurity ETF, the ARK Innovation ETF, and the BITWISE Bitcoin ETF Trust.
The report identifies the firm's principal business address as 11101 Switzer Rd Suite 200 in Overland Park, Kansas.
