OneDigital Investment Advisors LLC
CIK
1690370
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
775 positions ·
$2,028,000,952 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
610,187 | $154,859,358 | 7.64% | |
| NVDA |
Nvidia Corp
Technology
|
567,743 | $99,014,379 | 4.88% | |
| MSFT |
Microsoft Corp
Technology
|
238,840 | $88,411,402 | 4.36% | |
| IAU |
Ishares Gold Trust
|
843,846 | $74,393,463 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
339,349 | $70,676,216 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,794 | $61,766,162 | 3.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,933 | $40,927,847 | 2.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
56,269 | $32,477,341 | 1.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,507 | $31,918,419 | 1.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
63,218 | $30,294,065 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990,845 | 170,888 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,962,633 | 166,184 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,802,314 | 156,723 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,564,559 | 140,068 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,493,222 | 132,849 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,407,411 | 213,234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,614,860 | 219,921 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,233,972 | 193,753 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,105,470 | 191,059 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,860,968 | 167,806 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,633,995 | 169,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,842,422 | 168,720 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,567,042 | 142,329 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,868,449 | 168,785 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,921,033 | 175,117 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,113,497 | 171,411 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,237,196 | 170,518 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,640,735 | 168,845 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,630,632 | 167,663 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,395,141 | 151,113 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,236,831 | 150,527 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,158,541 | 142,384 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,905,030 | 130,840 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,860,280 | 130,363 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,766,201 | 129,014 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||