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 NMZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,935,724 | 186,486 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,880,931 | 184,586 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,333,146 | 220,316 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,275,281 | 219,410 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $720,681 | 66,057 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $722,335 | 66,821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,403,558 | 463,427 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,827,899 | 447,442 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,813,575 | 455,831 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,315,149 | 436,756 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,021,228 | 433,322 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,718,987 | 446,451 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,583,163 | 424,367 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,997,961 | 386,650 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,580,287 | 348,277 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,966,686 | 339,033 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,674,050 | 282,402 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,382,994 | 223,743 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,998,892 | 203,177 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,118,079 | 137,627 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,740,301 | 120,603 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,660,938 | 115,183 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,256,377 | 93,134 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,125,872 | 85,358 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,008,773 | 81,026 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||