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Latest Resources Investment Advisors, LLC. Stock Portfolio

$11.85Billion | No. of Holdings #1555

Resources Investment Advisors, LLC. Performance

2026 Q2+7.37%
YTD+5.52%
2025+12.69%

About Resources Investment Advisors, LLC. and 13F Hedge Fund Stock Holdings

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, OneDigital Investment Advisors LLC reported an equity portfolio of $11.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of OneDigital Investment Advisors LLC are BIL, ACWF, BECO. The fund has invested 7.7% of it's portfolio in SPDR SERIES TRUST and 3.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), ISHARES TR (AGT) and VANGUARD MALVERN FDS (VTIP) stocks. They significantly reduced their stock positions in CION INVT CORP (CION), ISHARES TR (BGRN) and FIDELITY COVINGTON TRUST (FBCG). OneDigital Investment Advisors LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (AMPS) and SELECT SECTOR SPDR TR (XLB).
Resources Investment Advisors, LLC. Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$11.85Billion
  as of Aug 07, 2026

Resources Investment Advisors, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that OneDigital Investment Advisors LLC made a return of 7.37% in the last quarter. In trailing 12 months, it's portfolio return was 13.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust67,567,100
blackrock etf trust ii60,595,600
blackrock etf trust ii21,202,400
vaneck etf trust11,486,900
invesco exch traded fd tr ii10,656,300
roundhill etf trust10,304,800
abeona therapeutics inc10,215,700
ishares tr8,400,320
New stocks bought by Resources Investment Advisors, LLC.

Additions

Ticker% Inc.
spdr series trust2,026
ishares tr1,579
select sector spdr tr1,214
vanguard world fd792
select sector spdr tr554
vanguard index fds527
vanguard admiral fds inc504
ishares tr460
Additions to existing portfolio by Resources Investment Advisors, LLC.

Reductions

Ticker% Reduced
vanguard charlotte fds-87.89
ishares tr-76.64
ishares tr-69.62
ishares tr-66.34
ishares tr-62.68
ishares tr-61.08
ishares tr-57.27
spdr series trust-52.51
Resources Investment Advisors, LLC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Resources Investment Advisors, LLC.

Sector Distribution

OneDigital Investment Advisors LLC has about 81.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Communication Services
Sector%
Others81.8
Technology6.5
Industrials2
Healthcare1.9
Consumer Cyclical1.7
Financial Services1.6
Communication Services1.4

Market Cap. Distribution

OneDigital Investment Advisors LLC has about 16.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.8
MEGA-CAP10.4
LARGE-CAP6.1

Stocks belong to which Index?

About 16.6% of the stocks held by OneDigital Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.4
S&P 50014.5
RUSSELL 20002.1
Top 5 Winners (%)%
MU
micron technology inc
228.9 %
INTC
intel corp
212.6 %
MRVL
marvell technology inc
196.1 %
CRDO
credo technology group holdi
176.7 %
AMD
advanced micro devices inc
166.3 %
Top 5 Winners ($)$
BIL
spdr series trust
99.0 M
BECO
blackrock etf trust
48.2 M
IBCE
ishares tr
38.6 M
BECO
blackrock etf trust
38.1 M
FNDA
schwab strategic tr
35.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.9 %
SBS
companhia de saneamento basi
-72.9 %
VB
vanguard index fds
-70.2 %
AMPS
ishares tr
-70.0 %
IVOG
vanguard admiral fds inc
-69.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-65.6 M
VB
vanguard index fds
-49.5 M
IJR
ishares tr
-21.2 M
IVOG
vanguard admiral fds inc
-17.1 M
BITS
global x fds
-12.3 M

Resources Investment Advisors, LLC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resources Investment Advisors, LLC.

OneDigital Investment Advisors LLC has 1555 stocks in it's portfolio. About 25.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for OneDigital Investment Advisors LLC last quarter.

$11.13BTotal Value
499Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Resources Investment Advisors, LLC., last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Resources Investment Advisors, LLC.'s holding in Goldman Sachs Physical Gold over time
0.03%83,075
$3.29M
0.03%
increased 11.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
1.51%1,892,520
$178.88M
1.51%
increased 6.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.81%895,982
$96.43M
0.81%
increased 6.32 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.66%1,016,940
$77.85M
0.66%
decreased 47.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.51%486,226
$60.50M
0.51%
increased 173.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.43%436,836
$51.31M
0.43%
increased 22.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.16%365,404
$18.74M
0.16%
decreased 9.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.08%95,301
$9.89M
0.08%
decreased 10.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.07%134,984
$7.78M
0.07%
increased 8.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.05%118,885
$6.23M
0.05%
decreased 76.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.04%53,019
$5.11M
0.04%
decreased 8.69 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.03%49,203
$3.93M
0.03%
increased 40.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.03%24,528
$3.78M
0.03%
increased 0.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.02%81,058
$2.47M
0.02%
decreased 0.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.02%23,144
$2.46M
0.02%
decreased 2.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resources Investment Advisors, LLC.'s holding in Ishares Tr over time
0.02%21,347
$2.16M
0.02%
decreased 3.94 percentreduced
ABEQ
Unified Ser Tr

Unified Ser Tr

ABEQ
Resources Investment Advisors, LLC.'s holding in Unified Ser Tr over time
0.04%131,203
$4.88M
0.04%
decreased 0.14 percentreduced