OneDigital Investment Advisors LLC
Top Portfolio Positions
775 positions ·
$2,030,882,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
610,187 | $154,859,358 | 7.63% | |
| NVDA |
Nvidia Corp
Technology
|
567,743 | $99,014,379 | 4.88% | |
| MSFT |
Microsoft Corp
Technology
|
238,840 | $88,411,402 | 4.35% | |
| IAU |
Ishares Gold Trust
|
843,846 | $74,393,463 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
339,349 | $70,676,216 | 3.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,794 | $61,766,162 | 3.04% | |
| 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 UFI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,410 | 13,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $80,500 | 23,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,480 | 23,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $120,060 | 23,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $110,630 | 23,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $143,750 | 23,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $110,100 | 15,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $70,680 | 12,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $71,880 | 12,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $80,086 | 12,025 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $85,200 | 12,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $96,840 | 12,000 | Shares | Sole | 2023-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||