FDx Advisors, Inc.

BERWYN, PA · CIK 1566601 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 1987 · corporation

Assets managed$832.8m
Staff17 · 4 in investment roles
Main clients (by assets)Other advisers 100%
Form ADV · 2026-06-30SEC adviser record

Others nearbyBerwyn, PA, Denver, CO

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Berwyn, PA (main office)United States	United States	about 3
Denver, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$331.7m reported value +5.9% vs Q1 2026

179positions

39.5%in top 10

13 new 28 added 133 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	234,490	$17.2m5.19%	5.19%	Added +27.8k	+27,811 13.5%
2	ISHARES INC CORE MSCI EMKT IEMG	IEMG	185,287	$15.3m4.63%	4.63%	Reduced -9.2k	-9,246 -4.8%
3	ISHARES TR CORE MSCI INTL IDEV	IDEV	171,645	$15.3m4.61%	4.61%	Reduced -6.9k	-6,890 -3.9%
4	ISHARES TR RUS 1000 GRW ETF IWF	IWF	117,083	$14.5m4.38%	4.38%	Reduced -1.9k	-1,909 -1.6%
5	ISHARES TR RUS 1000 VAL ETF IWD	IWD	59,013	$14.3m4.31%	4.31%	Reduced -2.5k	-2,530 -4.1%
6	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	524,025	$13.9m4.19%	4.19%	Reduced -18.1k	-18,092 -3.3%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	15,544	$11.6m3.51%	3.51%	Added +3.6k	+3,603 30.2%
8	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	87,364	$10.4m3.13%	3.13%	Added +12.1k	+12,069 16.0%
9	ISHARES TR MBS ETF MBB	MBB	107,539	$10.2m3.06%	3.06%	Reduced -10.4k	-10,390 -8.8%
10	ISHARES TR CORE US AGGBD ET AGG	AGG	82,452	$8.2m2.46%	2.46%	Reduced -588	-588 -0.7%
11	ISHARES TR CORE S&P SCP ETF IJR	IJR	46,848	$6.9m2.09%	2.09%	Reduced -2.1k	-2,142 -4.4%
12	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	125,711	$6.3m1.91%	1.91%	Reduced -3.6k	-3,556 -2.8%
13	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	22,597	$6.2m1.86%	1.86%	Reduced -909	-909 -3.9%
14	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	66,950	$5.8m1.74%	1.74%	Reduced -2.4k	-2,392 -3.5%
15	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	167,438	$5.6m1.69%	1.69%	Reduced -3.6k	-3,625 -2.1%
16	ISHARES TR RUS MID CAP ETF IWR	IWR	49,071	$5.4m1.63%	1.63%	Reduced -1.5k	-1,511 -3.0%
17	NVIDIA CORPORATION COM NVDA	NVDA	23,939	$4.8m1.44%	1.44%	Reduced -157	-157 -0.7%
18	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	66,194	$4.8m1.44%	1.44%	Added +3.0k	+2,952 4.7%
19	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	78,217	$4.2m1.25%	1.25%	Reduced -5.5k	-5,487 -6.6%
20	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,106	$3.9m1.17%	1.17%	Added +139	+139 1.7%
21	ISHARES U S ETF TR BLOOMBERG ROLL CMDY	CMDY	70,022	$3.9m1.17%	1.17%	Reduced -3.8k	-3,839 -5.2%
22	ISHARES GOLD TR ISHARES NEW IAU	IAU	51,205	$3.9m1.17%	1.17%	Reduced -3.3k	-3,281 -6.0%
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	40,021	$3.9m1.17%	1.17%	Reduced -12.8k	-12,761 -24.2%
24	SPDR SER TR S&P DIVID ETF SDY	SDY	24,505	$3.7m1.12%	1.12%	Reduced -25	-25 -0.1%
25	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	15,140	$3.7m1.11%	1.11%	Reduced -602	-602 -3.8%
26	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	80,279	$3.6m1.09%	1.09%	Reduced -16.2k	-16,214 -16.8%
27	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	37,047	$3.6m1.08%	1.08%	Reduced -1.4k	-1,359 -3.5%
28	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	22,521	$3.5m1.05%	1.05%	Reduced -1.5k	-1,549 -6.4%
29	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	63,217	$3.4m1.03%	1.03%	Reduced -1.3k	-1,312 -2.0%
30	MICROSOFT CORP COM MSFT	MSFT	8,585	$3.2m0.97%	0.97%	Reduced -160	-160 -1.8%
31	ISHARES TR CORE MSCI PAC IPAC	IPAC	38,988	$3.2m0.96%	0.96%	Reduced -2.1k	-2,056 -5.0%
32	ABRDN ETFS BBRG ALL COMMDY BCD	BCD	91,701	$3.1m0.94%	0.94%	Reduced -3.4k	-3,431 -3.6%
33	VANGUARD INDEX FDS VALUE ETF VTV	VTV	14,277	$3.1m0.94%	0.94%	Reduced -673	-673 -4.5%
34	ISHARES TR US HLTHCR PR ETF IHF	IHF	48,388	$2.7m0.81%	0.81%	Added +4.7k	+4,665 10.7%
35	APPLE INC COM AAPL	AAPL	9,208	$2.7m0.80%	0.80%	Added +389	+389 4.4%
36	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	49,826	$2.5m0.76%	0.76%	Reduced -1.2k	-1,245 -2.4%
37	SPDR SER TR S&P BK ETF KBE	KBE	35,400	$2.4m0.73%	0.73%	Reduced -21.4k	-21,369 -37.6%
38	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,701	$2.3m0.70%	0.70%	Reduced -303	-303 -3.8%
39	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	87,607	$2.3m0.69%	0.69%	Added +4.4k	+4,395 5.3%
40	AMAZON COM INC COM AMZN	AMZN	9,040	$2.2m0.65%	0.65%	Reduced -83	-83 -0.9%
41	ISHARES TR 20 YR TR BD ETF TLT	TLT	23,835	$2.1m0.62%	0.62%	Reduced -4.5k	-4,472 -15.8%
42	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	29,959	$1.9m0.58%	0.58%	Reduced -17.6k	-17,605 -37.0%
43	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	27,075	$1.9m0.56%	0.56%	Reduced -890	-890 -3.2%
44	ISHARES TR EXPANDED TECH IGV	IGV	20,458	$1.9m0.56%	0.56%	New
45	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,840	$1.8m0.54%	0.54%	Reduced -368	-368 -16.7%
46	ISHARES TR MSCI EAFE ETF EFA	EFA	16,795	$1.7m0.53%	0.53%	Reduced -4	-4 -0.0%
47	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	6,070	$1.7m0.51%	0.51%	Reduced -2.6k	-2,577 -29.8%
48	BROADCOM INC COM AVGO	AVGO	4,399	$1.7m0.50%	0.50%	Reduced -422	-422 -8.8%
49	META PLATFORMS INC CL A META	META	2,925	$1.6m0.50%	0.50%	Reduced -31	-31 -1.1%
50	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	58,759	$1.6m0.49%	0.49%	Reduced -1.7k	-1,690 -2.8%
51	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	818	$1.6m0.49%	0.49%	Added +45	+45 5.8%
52	ISHARES TR EAFE SML CP ETF SCZ	SCZ	19,704	$1.6m0.49%	0.49%	Reduced -195	-195 -1.0%
53	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	34,244	$1.6m0.47%	0.47%	Added +358	+358 1.1%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	4,122	$1.5m0.44%	0.44%	Reduced -45	-45 -1.1%
55	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	7,542	$1.4m0.44%	0.44%	Reduced -451	-451 -5.6%
56	WESTERN DIGITAL CORP COM WDC	WDC	2,198	$1.4m0.42%	0.42%	Reduced -289	-289 -11.6%
57	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	26,999	$1.4m0.42%	0.42%	New
58	SPDR SER TR ICE PFD SEC ETF PSK	PSK	45,286	$1.4m0.42%	0.42%	Reduced -6.7k	-6,705 -12.9%
59	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,573	$1.3m0.40%	0.40%	Reduced -511	-511 -3.0%
60	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,624	$1.3m0.39%	0.39%	Reduced -4	-4 -0.1%
61	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	11,041	$1.3m0.39%	0.39%	Added +558	+558 5.3%
62	SEA LTD SPONSORD ADS SE	SE	13,469	$1.3m0.39%	0.39%	Reduced -902	-902 -6.3%
63	PHILIP MORRIS INTL INC COM PM	PM	6,678	$1.2m0.36%	0.36%	Reduced -409	-409 -5.8%
64	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	23,276	$1.2m0.35%	0.35%	Reduced -79	-79 -0.3%
65	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,626	$1.1m0.33%	0.33%	Reduced -213	-213 -5.5%
66	FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF FLBL	FLBL	42,275	$969.0k0.29%	0.29%	Reduced -8.3k	-8,338 -16.5%
67	CISCO SYS INC COM CSCO	CSCO	7,703	$905.0k0.27%	0.27%	Reduced -923	-923 -10.7%
68	NOVARTIS AG SPONSORED ADR NVS	NVS	5,362	$840.0k0.25%	0.25%	Added +1.2k	+1,206 29.0%
69	ISHARES TR 7-10 YR TRSY BD IEF	IEF	8,655	$818.0k0.25%	0.25%	Reduced -755	-755 -8.0%
70	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	4,480	$765.0k0.23%	0.23%	New
71	TESLA INC COM TSLA	TSLA	1,818	$765.0k0.23%	0.23%	Reduced -314	-314 -14.7%
72	MEDTRONIC PLC SHS MDT	MDT	9,509	$744.0k0.22%	0.22%	Reduced -11	-11 -0.1%
73	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	3,728	$737.0k0.22%	0.22%	Reduced -22	-22 -0.6%
74	ASTRAZENECA PLC ORD AZN	AZN	3,788	$718.0k0.22%	0.22%	Reduced -766	-766 -16.8%
75	ASTERA LABS INC COM ALAB	ALAB	1,479	$714.0k0.22%	0.22%	Reduced -660	-660 -30.9%
76	LINDE PLC SHS LIN	LIN	1,345	$698.0k0.21%	0.21%	Reduced -63	-63 -4.5%
77	JPMORGAN CHASE & CO COM JPM	JPM	2,096	$686.0k0.21%	0.21%	Reduced -329	-329 -13.6%
78	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	2,857	$678.0k0.20%	0.20%	Added +19	+19 0.7%
79	ISHARES TR JPMORGAN USD EMG EMB	EMB	6,927	$668.0k0.20%	0.20%	Reduced -1.0k	-1,011 -12.7%
80	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,542	$668.0k0.20%	0.20%	Reduced -200	-200 -11.5%
81	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	1,451	$666.0k0.20%	0.20%	Added +358	+358 32.8%
82	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	8,344	$659.0k0.20%	0.20%	Added +250	+250 3.1%
83	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	7,887	$654.0k0.20%	0.20%	Added +5.1k	+5,146 187.7%
84	APPLOVIN CORP COM CL A APP	APP	1,256	$647.0k0.20%	0.20%	Reduced -37	-37 -2.9%
85	TC ENERGY CORP COM TRP	TRP	9,713	$644.0k0.19%	0.19%	Added +6.2k	+6,186 175.4%
86	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	10,207	$630.0k0.19%	0.19%	Reduced -1.6k	-1,579 -13.4%
87	CANADIAN PACIFIC KANSAS CITY COM CP	CP	6,970	$604.0k0.18%	0.18%	Reduced -226	-226 -3.1%
88	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	1,942	$595.0k0.18%	0.18%	Added +1	+1 0.1%
89	UBS GROUP AG SHS UBS	UBS	11,797	$585.0k0.18%	0.18%	Reduced -234	-234 -1.9%
90	ARCH CAP GROUP LTD ORD ACGL	ACGL	5,703	$554.0k0.17%	0.17%	Reduced -95	-95 -1.6%
91	TALEN ENERGY CORP COM TLN	TLN	1,436	$552.0k0.17%	0.17%	Reduced -26	-26 -1.8%
92	VISA INC COM CL A V	V	1,595	$547.0k0.16%	0.16%	Reduced -169	-169 -9.6%
93	SPDR INDEX SHS FDS DJ GLB RL ES ETF RWO	RWO	10,961	$545.0k0.16%	0.16%	Added +14	+14 0.1%
94	ISHARES TR 10+ YR INVST GRD IGLB	IGLB	10,638	$532.0k0.16%	0.16%	Reduced -1.5k	-1,457 -12.1%
95	JOHNSON & JOHNSON COM JNJ	JNJ	2,062	$524.0k0.16%	0.16%	Reduced -362	-362 -14.9%
96	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		15,208	$515.0k0.16%	0.16%	Reduced -428	-428 -2.7%
97	ABBVIE INC COM ABBV	ABBV	1,988	$500.0k0.15%	0.15%	Reduced -10	-10 -0.5%
98	BANK AMERICA CORP COM BAC	BAC	8,215	$468.0k0.14%	0.14%	Reduced -2.0k	-1,985 -19.5%
99	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	19,545	$452.0k0.14%	0.14%	Reduced -87	-87 -0.4%
100	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,320	$442.0k0.13%	0.13%	Reduced -773	-773 -36.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR VLUE	VLUE	13,127	$1.9m13.1k shares
ISHARES INC EEMA	EEMA	13,599	$1.3m13.6k shares
ISHARES TR IGSB	IGSB	16,037	$843.0k16.0k shares
SHOPIFY INC SHOP	SHOP	4,559	$541.0k4.6k shares
SAP SE SAP	SAP	2,269	$388.0k2.3k shares
TRUIST FINL CORP TFC	TFC	7,146	$329.0k7.1k shares
ELI LILLY & CO LLY	LLY	350	$322.0k350 shares
ACCENTURE PLC IRELAND ACN	ACN	1,348	$267.0k1.3k shares
GENUINE PARTS CO GPC	GPC	2,387	$252.0k2.4k shares
AMCOR PLC AMCR	AMCR	5,828	$232.0k5.8k shares
CONOCOPHILLIPS COP	COP	1,618	$214.0k1.6k shares
ISHARES TR USHY	USHY	5,735	$211.0k5.7k shares
S&P GLOBAL INC SPGI	SPGI	491	$209.0k491 shares
GILEAD SCIENCES INC GILD	GILD	1,481	$206.0k1.5k shares
GFL ENVIRONMENTAL INC GFL	GFL	4,918	$205.0k4.9k shares
STERIS PLC STE	STE	907	$201.0k907 shares
ROCKET COS INC RKT	RKT	13,065	$186.0k13.1k shares