OneDigital Investment Advisors LLC
CIK
1690370
City
OVERLAND PARK
State / Country
KS
Top Portfolio Positions
771 positions ·
$2,000,139,714 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
610,187 | $154,859,358 | 7.74% |
| NVDA |
Nvidia Corp
Technology
|
567,743 | $99,014,379 | 4.95% |
| MSFT |
Microsoft Corp
Technology
|
238,840 | $88,411,402 | 4.42% |
| IAU |
Ishares Gold Trust
|
843,846 | $74,393,463 | 3.72% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
339,349 | $70,676,216 | 3.53% |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,794 | $61,766,162 | 3.09% |
| SPY |
Spdr S&P 500 Etf Trust
|
62,933 | $40,927,847 | 2.05% |
| QQQ |
Invesco Qqq Trust, Series 1
|
56,269 | $32,477,341 | 1.62% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,507 | $31,918,419 | 1.60% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
73,667 | $24,895,762 | 1.24% |
Holdings in PTY
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,670 | 58,845 | Shares | Sole | 2026-05-08 | |
| No quarters match your search. | ||||||