OneDigital Investment Advisors LLC

OVERLAND PARK, KS · CIK 1690370 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 1992 · limited liability company

Assets managed$155.4bn
Staff648 · 367 in investment roles
Main clients (by assets)Pension plans 90%, High net worth individuals 8%, Individuals 2%
Form ADV · 2026-04-01SEC adviser record

Kindinstitutions
Others nearbyOverland Park, KS, Atlanta, GA, Auburn Hills, MI, Sandy, UT, Baltimore, MD, Danvers, MA

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
Overland Park, KS (main office)United States	United States
Atlanta, GA2 officesUnited States	United States	19
Auburn Hills, MIUnited States	United States	10
Baltimore, MDUnited States	United States	9
Danvers, MAUnited States	United States	9
Sandy, UTUnited States	United States	9
Greensboro, NCUnited States	United States	7
Walnut Creek, CAUnited States	United States	7
Basking Ridge, NJUnited States	United States	5
Bend, ORUnited States	United States	5
Clayton, MOUnited States	United States	5
Farmington, CTUnited States	United States	5

13 more cities

Irvine, CAUnited States	United States	5
Princeton, NJUnited States	United States	5
St. Johns, FLUnited States	United States	5
Wall, NJUnited States	United States	5
Apex, NCUnited States	United States	4
Armonk, NYUnited States	United States	4
Minnetonka, MNUnited States	United States	4
Richmond, VAUnited States	United States	4
Rochester, NYUnited States	United States	4
Houston, TXUnited States	United States	3
Knoxville, TNUnited States	United States	3
Orlando, FLUnited States	United States	3
San Diego, CAUnited States	United States	3

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

$11.8bn reported value +15.8% vs Q1 2026

1,563positions

25.1%in top 10

200 new 723 added 550 reduced 84 sold out vs Q1 2026

Options: 7 call positions ($4.0m notional), 3 put positions ($3.2m notional) – listed below, not included above.

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	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	10,309,495	$906.0m7.65%	7.65%	Added +3.2m	+3,160,608 44.2%
2	ISHARES TR CORE TOTAL USD IUSB	IUSB	8,476,864	$391.2m3.30%	3.30%	Added +886.4k	+886,438 11.7%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	3,957,034	$269.1m2.27%	2.27%	Added +171.8k	+171,778 4.5%
4	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	7,776,295	$263.1m2.22%	2.22%	Added +294.0k	+294,000 3.9%
5	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	4,562,729	$235.8m1.99%	1.99%	Added +139.2k	+139,150 3.1%
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	4,246,503	$188.4m1.59%	1.59%	Added +213.2k	+213,234 5.3%
7	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	3,880,784	$185.3m1.56%	1.56%	Added +180.9k	+180,941 4.9%
8	ISHARES TR MBS ETF MBB	MBB	1,892,523	$178.9m1.51%	1.51%	Added +113.9k	+113,927 6.4%
9	APPLE INC COM AAPL	AAPL	617,608	$178.7m1.51%	1.51%	Added +7.4k	+7,421 1.2%
10	ISHARES TR S&P 500 VAL ETF IVE	IVE	758,206	$172.2m1.45%	1.45%	Reduced -207.4k	-207,383 -21.5%
11	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	1,835,711	$169.3m1.43%	1.43%	Added +84.8k	+84,786 4.8%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	220,668	$165.3m1.40%	1.40%	Reduced -1.0k	-1,043 -0.5%
13	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	4,167,088	$152.5m1.29%	1.29%	Added +241.0k	+241,016 6.1%
14	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	3,476,475	$146.7m1.24%	1.24%	Added +138.6k	+138,609 4.2%
15	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	1,374,387	$132.6m1.12%	1.12%	Reduced -514.6k	-514,563 -27.2%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	182,723	$125.5m1.06%	1.06%	Reduced -46.7k	-46,699 -20.4%
17	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	4,403,524	$125.0m1.06%	1.06%	Added +406.2k	+406,186 10.2%
18	NVIDIA CORPORATION COM NVDA	NVDA	599,800	$120.0m1.01%	1.01%	Added +38.2k	+38,157 6.8%
19	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	2,202,045	$116.1m0.98%	0.98%	Reduced -472.6k	-472,647 -17.7%
20	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	2,289,562	$115.8m0.98%	0.98%	Added +136.0k	+136,007 6.3%
21	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	2,752,464	$113.5m0.96%	0.96%	Added +10.9k	+10,917 0.4%
22	ISHARES TR MSCI USA MMENTM MTUM	MTUM	328,191	$112.5m0.95%	0.95%	Reduced -94.0k	-93,956 -22.3%
23	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	646,457	$101.5m0.86%	0.86%	Added +127.3k	+127,253 24.5%
24	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	1,566,892	$97.3m0.82%	0.82%	Added +224.5k	+224,538 16.7%
25	ISHARES TR NATIONAL MUN ETF MUB	MUB	895,982	$96.4m0.81%	0.81%	Added +53.3k	+53,269 6.3%
26	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	649,813	$92.2m0.78%	0.78%	Added +10.4k	+10,450 1.6%
27	MICROSOFT CORP COM MSFT	MSFT	236,371	$88.2m0.74%	0.74%	Reduced -2.5k	-2,469 -1.0%
28	AMAZON COM INC COM AMZN	AMZN	358,850	$85.5m0.72%	0.72%	Added +19.5k	+19,501 5.8%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	224,961	$83.2m0.70%	0.70%	Added +29.1k	+29,083 14.8%
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	232,907	$83.2m0.70%	0.70%	Added +18.1k	+18,113 8.4%
31	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	2,176,295	$81.1m0.68%	0.68%	Added +102.3k	+102,286 4.9%
32	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	1,714,557	$78.1m0.66%	0.66%	Added +172.0k	+172,012 11.2%
33	ISHARES TR EAFE VALUE ETF EFV	EFV	1,016,945	$77.8m0.66%	0.66%	Reduced -905.0k	-905,027 -47.1%
34	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	1,484,085	$74.8m0.63%	0.63%	Added +21.0k	+20,993 1.4%
35	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	1,230,452	$73.5m0.62%	0.62%	Added +248.1k	+248,085 25.2%
36	ISHARES TR CORE MSCI EAFE IEFA	IEFA	753,813	$72.8m0.61%	0.61%	Added +22.1k	+22,108 3.0%
37	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	1,340,343	$70.2m0.59%	0.59%	Reduced -56.3k	-56,294 -4.0%
38	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	2,408,810	$67.6m0.57%	0.57%	New
39	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	1,667,208	$66.9m0.56%	0.56%	Added +249.2k	+249,167 17.6%
40	ISHARES GOLD TR ISHARES NEW IAU	IAU	877,484	$66.3m0.56%	0.56%	Added +33.6k	+33,638 4.0%
41	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	496,521	$63.6m0.54%	0.54%	Added +9.3k	+9,314 1.9%
42	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	1,204,924	$60.6m0.51%	0.51%	New
43	ISHARES TR EAFE GRWTH ETF EFG	EFG	486,226	$60.5m0.51%	0.51%	Added +308.6k	+308,608 173.8%
44	ISHARES TR S&P 100 ETF OEF	OEF	163,230	$59.7m0.50%	0.50%	Reduced -205	-205 -0.1%
45	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	714,695	$52.5m0.44%	0.44%	Added +47.4k	+47,403 7.1%
46	ISHARES TR 3 7 YR TREAS BD IEI	IEI	436,836	$51.3m0.43%	0.43%	Added +79.6k	+79,626 22.3%
47	ISHARES TR S&P 500 GRWT ETF IVW	IVW	371,331	$51.1m0.43%	0.43%	Reduced -19.8k	-19,767 -5.0%
48	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	232,612	$51.0m0.43%	0.43%	Reduced -458.5k	-458,518 -66.3%
49	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	514,236	$49.2m0.42%	0.42%	Added +4.4k	+4,415 0.9%
50	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	1,001,766	$45.8m0.39%	0.39%	Reduced -5.9k	-5,864 -0.6%
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	61,065	$45.6m0.39%	0.39%	Added +3.3k	+3,332 5.8%
52	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	1,718,818	$45.6m0.38%	0.38%	Added +147.3k	+147,347 9.4%
53	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	1,114,346	$45.3m0.38%	0.38%	Added +33.1k	+33,101 3.1%
54	J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED JMTG	JMTG	887,331	$45.0m0.38%	0.38%	Reduced -2.2k	-2,155 -0.2%
55	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		540,704	$44.3m0.37%	0.37%	Added +23.7k	+23,748 4.6%
56	ISHARES TR U.S. TECH ETF IYW	IYW	173,863	$43.9m0.37%	0.37%	Reduced -2.9k	-2,925 -1.6%
57	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,055,561	$42.4m0.36%	0.36%	Added +5.9k	+5,934 0.6%
58	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	57,508	$42.3m0.36%	0.36%	Added +1.2k	+1,239 2.2%
59	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	782,447	$40.2m0.34%	0.34%	Added +38.0k	+38,020 5.1%
60	ADVANCED MICRO DEVICES INC COM AMD	AMD	66,510	$38.6m0.33%	0.33%	Reduced -17.5k	-17,475 -20.8%
61	JPMORGAN CHASE & CO COM JPM	JPM	115,785	$37.9m0.32%	0.32%	Added +7.3k	+7,278 6.7%
62	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		903,486	$37.7m0.32%	0.32%	Reduced -16.5k	-16,453 -1.8%
63	PIMCO ETF TR INV GRD CRP BD CORP	CORP	387,390	$37.5m0.32%	0.32%	Added +13.6k	+13,600 3.6%
64	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	923,950	$36.5m0.31%	0.31%	Reduced -12.8k	-12,819 -1.4%
65	WISDOMTREE TR US EFFICIENT COR NTSX	NTSX	611,866	$36.1m0.31%	0.31%	Added +1.9k	+1,886 0.3%
66	PIMCO ETF TR 0-5 HIGH YIELD HYS	HYS	380,042	$35.5m0.30%	0.30%	Added +25.5k	+25,516 7.2%
67	ISHARES INC CORE MSCI EMKT IEMG	IEMG	423,638	$35.1m0.30%	0.30%	Reduced -33.7k	-33,717 -7.4%
68	ALPHABET INC CAP STK CL C GOOG	GOOG	99,137	$35.0m0.30%	0.30%	Reduced -5.5k	-5,537 -5.3%
69	PIMCO ETF TR MTG BKD SECS ACT PMBS	PMBS	708,959	$35.0m0.30%	0.30%	Added +103.2k	+103,236 17.0%
70	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	73,055	$34.9m0.29%	0.29%	Reduced -612	-612 -0.8%
71	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	765,893	$34.8m0.29%	0.29%	Added +135.6k	+135,551 21.5%
72	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	665,622	$33.9m0.29%	0.29%	Added +93.2k	+93,206 16.3%
73	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,064,829	$33.8m0.29%	0.29%	Added +340.0k	+340,025 46.9%
74	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	1,456,131	$33.7m0.28%	0.28%	Reduced -147.0k	-147,021 -9.2%
75	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,137,077	$33.5m0.28%	0.28%	Added +12.4k	+12,366 1.1%
76	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	891,121	$32.8m0.28%	0.28%	Added +2.8k	+2,784 0.3%
77	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	305,588	$31.8m0.27%	0.27%	Reduced -13.0k	-13,040 -4.1%
78	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	62,126	$31.1m0.26%	0.26%	Reduced -992	-992 -1.6%
79	VANGUARD INDEX FDS MID CAP ETF VO	VO	382,493	$30.8m0.26%	0.26%	Reduced -2.9k	-2,879 -0.8%
80	ISHARES TR INVESTMENT GRADE IGEB	IGEB	640,961	$28.9m0.24%	0.24%	Added +50.4k	+50,382 8.5%
81	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	586,910	$28.9m0.24%	0.24%	Reduced -12.5k	-12,530 -2.1%
82	ISHARES TR 7-10 YR TRSY BD IEF	IEF	299,624	$28.3m0.24%	0.24%	Added +105.5k	+105,510 54.4%
83	VANECK ETF TRUST INTRMDT MUNI ETF ITM	ITM	600,420	$28.2m0.24%	0.24%	Added +98.9k	+98,866 19.7%
84	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	314,914	$28.1m0.24%	0.24%	Added +2.4k	+2,400 0.8%
85	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	340,267	$27.9m0.24%	0.24%	Added +39.8k	+39,801 13.2%
86	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	131,009	$27.9m0.24%	0.24%	Reduced -137	-137 -0.1%
87	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	322,638	$27.8m0.23%	0.23%	Added +14.2k	+14,166 4.6%
88	ISHARES TR CORE S&P MCP ETF IJH	IJH	357,547	$27.6m0.23%	0.23%	Added +5.0k	+4,981 1.4%
89	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	1,044,516	$26.7m0.23%	0.23%	Added +43.4k	+43,382 4.3%
90	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		665,532	$25.8m0.22%	0.22%	Added +40.0k	+39,963 6.4%
91	T ROWE PRICE EXCHANGE-TRADED GROWTH ETF TGRT	TGRT	557,359	$25.5m0.22%	0.22%	Reduced -16.6k	-16,622 -2.9%
92	FIDELITY COVINGTON TRUST SML MID MLTFCT FSMD	FSMD	481,970	$25.5m0.22%	0.22%	Added +72.3k	+72,305 17.6%
93	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	291,213	$24.9m0.21%	0.21%	Added +19.8k	+19,804 7.3%
94	ISHARES TR CORE S&P TTL STK ITOT	ITOT	151,209	$24.8m0.21%	0.21%	Reduced -4.4k	-4,379 -2.8%
95	ISHARES TR A RATE CP BD ETF QLTA	QLTA	513,062	$24.4m0.21%	0.21%	Added +329.3k	+329,305 179.2%
96	BROADCOM INC COM AVGO	AVGO	63,814	$24.1m0.20%	0.20%	Added +3.8k	+3,809 6.3%
97	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	583,194	$24.0m0.20%	0.20%	Reduced -20.1k	-20,106 -3.3%
98	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	827,005	$24.0m0.20%	0.20%	Added +6.9k	+6,855 0.8%
99	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	125,685	$23.9m0.20%	0.20%	Added +77.9k	+77,895 163.0%
100	WISDOMTREE TR INTERNATIONL EFI NTSI	NTSI	505,034	$23.5m0.20%	0.20%	Reduced -684	-684 -0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		6,711	$3.0m6.7k shares
ISHARES TR HYDB	HYDB	55,169	$2.6m55.2k shares
VANGUARD MALVERN FDS VPLS	VPLS	28,556	$2.2m28.6k shares
OSCAR HEALTH INC OSCR	OSCR	125,048	$1.4m125.0k shares
RENAISSANCERE HLDGS LTD RNR	RNR	4,576	$1.4m4.6k shares
UNIVERSAL TECHNICAL INST INC UTI	UTI	27,272	$984.5k27.3k shares
CBOE GLOBAL MKTS INC CBOE	CBOE	3,158	$887.7k3.2k shares
RENTOKIL INITIAL PLC RTO	RTO	27,856	$876.9k27.9k shares
COMPOSECURE INC GPGI	GPGI	46,904	$802.1k46.9k shares
TOPBUILD CORP BLD	BLD	1,878	$659.7k1.9k shares
CNH INDL N V CNH	CNH	58,898	$647.9k58.9k shares
LOMA NEGRA C I A S A MTN 14 LOMA	LOMA	57,149	$633.8k57.1k shares
PHINIA INC PHIN	PHIN	9,104	$623.1k9.1k shares
GANNETT CO INC TDAY	TDAY	81,786	$576.6k81.8k shares
UNITED PARKS & RESORTS INC PRKS	PRKS	16,946	$553.5k16.9k shares
VIAD CORP PRSU	PRSU	14,134	$517.7k14.1k shares
ICON PLC ICLR	ICLR	4,672	$517.0k4.7k shares
WILEY JOHN & SONS INC WLY	WLY	13,202	$503.0k13.2k shares
FIDELITY NATL INFORMATION SV FIS	FIS	10,721	$502.9k10.7k shares
ARLO TECHNOLOGIES INC ARLO	ARLO	34,974	$497.7k35.0k shares
CRESCENT ENERGY COMPANY CRGY	CRGY	36,519	$493.0k36.5k shares
MANHATTAN ASSOCIATES INC MANH	MANH	3,602	$479.5k3.6k shares
CLEAN HARBORS INC CLH	CLH	1,669	$478.6k1.7k shares
BARRICK MNG CORP B	B	11,314	$461.5k11.3k shares
ISHARES TR IGLB	IGLB	8,522	$423.0k8.5k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	4,800	$3.6m4.8k shares	Reduced
APPLE INC AAPL · Put	AAPL	Put	5,500	$1.6m5.5k shares	New
NVIDIA CORPORATION NVDA · Put	NVDA	Put	5,700	$1.1m5.7k shares	Unchanged
WELLS FARGO CO NEW WFC · Put	WFC	Put	6,100	$504.1k6.1k shares	Unchanged
ISHARES TR EFA · Call	EFA	Call	2,400	$249.3k2.4k shares	Reduced
NVIDIA CORPORATION NVDA · Call	NVDA	Call	400	$80.0k400 shares	Unchanged
BERKSHIRE HATHAWAY INC DEL BRK.B · Call	BRK.B	Call	100	$50.0k100 shares	Unchanged
ARK ETF TR ARKK · Call	ARKK	Call	100	$8.1k100 shares	Unchanged
SOFI TECHNOLOGIES INC SOFI · Call	SOFI	Call	300	$5.4k300 shares	Unchanged
NAVITAS SEMICONDUCTOR CORP NVTS · Call	NVTS	Call	100	$1.8k100 shares	New