FDx Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1566601
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$331.7M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FDx Advisors, Inc. disclosed 179 positions worth $331.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 17. The portfolio is most concentrated in Other (76.5% of disclosed assets). All figures are sourced directly from FDx Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1566601.
AI Fund Analysis
ConcentratingVANGUARD BD INDEX FDS TOTA
5.2% weight
Held 10 quarters
ISHARES TR RUS 1000 GRW ET
4.4% weight
Held 10 quarters
ISHARES TR RUS 1000 VAL ET
4.3% weight
Held 10 quarters
SCHWAB STRATEGIC TR US TIP
4.2% weight
Held 10 quarters
ISHARES TR CORE SP500 ETF
3.5% weight
Held 10 quarters
SPDR INDEX SHS FDS ST DOW
3 quarters accumulating
VANGUARD INDEX FDS GROWTH
2 quarters accumulating
$ASML2 quarters accumulating
VANGUARD INDEX FDS MID CAP
2 quarters accumulating
$FERG2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD BD INDEX FDS TOTAL BND MRKT - ETP
—Quality
$17.2M234,490 shISHARES INC CORE MSCI EMKT - ETP
—Quality
$15.3M185,287 shISHARES TR CORE MSCI INTL - ETF
—Quality
$15.3M171,645 shISHARES TR RUS 1000 GRW ETF - ETP
—Quality
$14.5M117,083 shISHARES TR RUS 1000 VAL ETF - ETP
—Quality
$14.3M59,013 shSCHWAB STRATEGIC TR US TIPS ETF - ETF
—Quality
$13.9M524,025 shISHARES TR CORE SP500 ETF - ETP
—Quality
$11.6M15,544 shSPDR SERIES TRUST ST STR P500GRW - ETF
—Quality
$10.4M87,364 shISHARES TR MBS ETF - ETP
—Quality
$10.2M107,539 shISHARES TR CORE US AGGBD ET - ETP
—Quality
$8.2M82,452 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS TOTAL BND MRKT - ETP | — | $17.2M | 234,490 |
| ISHARES INC CORE MSCI EMKT - ETP | — | $15.3M | 185,287 |
| ISHARES TR CORE MSCI INTL - ETF | — | $15.3M | 171,645 |
| ISHARES TR RUS 1000 GRW ETF - ETP | — | $14.5M | 117,083 |
| ISHARES TR RUS 1000 VAL ETF - ETP | — | $14.3M | 59,013 |
| SCHWAB STRATEGIC TR US TIPS ETF - ETF | — | $13.9M | 524,025 |
| ISHARES TR CORE SP500 ETF - ETP | — | $11.6M | 15,544 |
| SPDR SERIES TRUST ST STR P500GRW - ETF | — | $10.4M | 87,364 |
| ISHARES TR MBS ETF - ETP | — | $10.2M | 107,539 |
| ISHARES TR CORE US AGGBD ET - ETP | — | $8.2M | 82,452 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FDx Advisors, Inc.'s 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$253.7M
Technology
$31.9M
Financials
$16.2M
Healthcare
$6.7M
Industrials
$6.0M
Consumer Discretionary
$4.4M
Energy
$3.4M
Consumer Staples
$2.9M
Top Holdings — FDx Advisors, Inc. (Q2 2026)
Top 150 of 179 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS TOTAL BND MRKT - ETP | $17.2M | 5.2% | +13% | — |
| 2 | — | ISHARES INC CORE MSCI EMKT - ETP | $15.3M | 4.6% | -5% | — |
| 3 | — | ISHARES TR CORE MSCI INTL - ETF | $15.3M | 4.6% | -4% | — |
| 4 | — | ISHARES TR RUS 1000 GRW ETF - ETP | $14.5M | 4.4% | +294% | — |
| 5 | — | ISHARES TR RUS 1000 VAL ETF - ETP | $14.3M | 4.3% | -4% | — |
| 6 | — | SCHWAB STRATEGIC TR US TIPS ETF - ETF | $13.9M | 4.2% | -3% | — |
| 7 | — | ISHARES TR CORE SP500 ETF - ETP | $11.6M | 3.5% | +30% | — |
| 8 | — | SPDR SERIES TRUST ST STR P500GRW - ETF | $10.4M | 3.1% | +16% | — |
| 9 | — | ISHARES TR MBS ETF - ETP | $10.2M | 3.1% | -9% | — |
| 10 | — | ISHARES TR CORE US AGGBD ET - ETP | $8.2M | 2.5% | -1% | — |
| 11 | — | ISHARES TR CORE SP SCP ETF - ETP | $6.9M | 2.1% | -4% | — |
| 12 | — | SPDR INDEX SHS FDS ST STR PO EX ETF - ETF | $6.3M | 1.9% | -3% | — |
| 13 | — | VANGUARD WORLD FD MEGA CAP INDEX - ETF | $6.2M | 1.9% | -4% | — |
| 14 | — | VANGUARD INDEX FDS GROWTH ETF - ETP | $5.8M | 1.7% | +479% | — |
| 15 | — | SPDR SERIES TRUST ST INTER BD ETF - ETF | $5.6M | 1.7% | -2% | — |
| 16 | — | ISHARES TR RUS MID CAP ETF - ETP | $5.4M | 1.6% | -3% | — |
| 17 |  $NVDA | NVIDIA CORP | $4.8M | 1.4% | -1% | 85.9 |
| 18 | — | J P MORGAN EXCHANGE TRADED F US QUALTY FCTR - ETF | $4.8M | 1.4% | +5% | — |
| 19 | — | ISHARES TR ISHS 510YR INVT - ETP | $4.2M | 1.3% | -7% | — |
| 20 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.9M | 1.2% | +2% | — |
| 21 | — | ISHARES U S ETF TR BLOOMBERG ROLL - ETF | $3.9M | 1.2% | -5% | — |
| 22 |  $IAU | ISHARES GOLD TRUST | $3.9M | 1.2% | -6% | — |
| 23 | — | ISHARES TR CORE MSCI EAFE - ETF | $3.9M | 1.2% | -24% | — |
| 24 | — | SPDR SERIES TRUST ST STR SP DIV - ETP | $3.7M | 1.1% | -0% | — |
| 25 | — | VANGUARD INDEX FDS SM CP VAL ETF - ETP | $3.7M | 1.1% | -4% | — |
| 26 | — | JANUS DETROIT STR TR HENDERSON MTG - ETF | $3.6M | 1.1% | -17% | — |
| 27 | — | VANGUARD INDEX FDS REAL ESTATE ETF - ETP | $3.6M | 1.1% | -4% | — |
| 28 | — | VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF - ETF | $3.5M | 1.1% | -6% | — |
| 29 |  $IVZ | Invesco Ltd. | $3.4M | 1.0% | -2% | — |
| 30 |  $MSFT | MICROSOFT CORP | $3.2M | 1.0% | -2% | 79.8 |
| 31 | — | ISHARES TR CORE MSCI PAC - ETF | $3.2M | 1.0% | -5% | — |
| 32 | — | ABRDN ETFS BBRG ALL COMMDY - ETF | $3.1M | 0.9% | -4% | — |
| 33 | — | VANGUARD INDEX FDS VALUE ETF - ETP | $3.1M | 0.9% | -5% | — |
| 34 | — | ISHARES TR US HLTHCR PR ETF - ETF | $2.7M | 0.8% | +11% | — |
| 35 |  $AAPL | Apple Inc. | $2.7M | 0.8% | +4% | 76.4 |
| 36 | — | VANGUARD MUN BD FDS TAX EXEMPT BD - ETP | $2.5M | 0.8% | -2% | — |
| 37 | — | SPDR SERIES TRUST ST STR SP BANK - ETF | $2.4M | 0.7% | -38% | — |
| 38 | — | VANGUARD INDEX FDS SMALL CP ETF - ETP | $2.3M | 0.7% | -4% | — |
| 39 | — | SPDR SERIES TRUST ST LON TREAS ETF - ETP | $2.3M | 0.7% | +5% | — |
| 40 |  $AMZN | AMAZON COM INC | $2.2M | 0.7% | -1% | 68.7 |
| 41 | — | ISHARES TR 20 YR TR BD ETF - ETP | $2.1M | 0.6% | -16% | — |
| 42 | $IVZ | Invesco Ltd. | $1.9M | 0.6% | -37% | — |
| 43 | — | VANGUARD BD INDEX FDS LONG TERM BOND - ETP | $1.9M | 0.6% | -3% | — |
| 44 | — | ISHARES TR EXPANDED TECH - ETF | $1.9M | 0.6% | NEW | — |
| 45 |  $STX | Seagate Technology Holdings plc | $1.8M | 0.5% | -17% | — |
| 46 | — | ISHARES TR MSCI EAFE ETF - ETP | $1.7M | 0.5% | -0% | — |
| 47 |  $NBIS | Nebius Group N.V. | $1.7M | 0.5% | -30% | — |
| 48 |  $AVGO | Broadcom Inc. | $1.7M | 0.5% | -9% | 84.5 |
| 49 |  $META | Meta Platforms, Inc. | $1.6M | 0.5% | -1% | 79.6 |
| 50 | — | SCHWAB STRATEGIC TR INTL EQTY ETF - ETP | $1.6M | 0.5% | -3% | — |
| 51 | $ASML | ASML HOLDING NV | $1.6M | 0.5% | +6% | — |
| 52 | — | ISHARES TR EAFE SML CP ETF - ETP | $1.6M | 0.5% | -1% | — |
| 53 | — | SPDR INDEX SHS FDS ST SP INTL ETF - ETP | $1.6M | 0.5% | +1% | — |
| 54 |  $GOOGL | Alphabet Inc. | $1.5M | 0.4% | -1% | 78.2 |
| 55 | — | FIRST TR EXCHANGETRADED FD NASDQ CLN EDGE - ETF | $1.4M | 0.4% | -6% | — |
| 56 |  $WDC | WESTERN DIGITAL CORP | $1.4M | 0.4% | -12% | 80.7 |
| 57 | — | SPDR INDEX SHS FDS ST PORT MARK ETF - ETF | $1.4M | 0.4% | NEW | — |
| 58 | — | SPDR SERIES TRUST ST STR PFD ETF - ETF | $1.4M | 0.4% | -13% | — |
| 59 | — | VANGUARD INDEX FDS MID CAP ETF - ETP | $1.3M | 0.4% | +288% | — |
| 60 |  $GOOG | Alphabet Inc. | $1.3M | 0.4% | -0% | 78.2 |
| 61 | — | SELECT SECTOR SPDR TR ST STR DISCR ETF - ETP | $1.3M | 0.4% | +5% | — |
| 62 |  $SE | Sea Ltd | $1.3M | 0.4% | -6% | — |
| 63 |  $PM | Philip Morris International Inc. | $1.2M | 0.4% | -6% | 75.9 |
| 64 | — | VANGUARD MALVERN FDS STRM INFPROIDX - ETF | $1.2M | 0.3% | -0% | — |
| 65 | — | ISHARES TR RUSSELL 2000 ETF - ETP | $1.1M | 0.3% | -6% | — |
| 66 | — | FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF - ETF | $969,000 | 0.3% | -16% | — |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $905,000 | 0.3% | -11% | 70.3 |
| 68 |  $NVS | NOVARTIS AG | $840,000 | 0.3% | +29% | — |
| 69 | — | ISHARES TR 7 10 YR TRSY BD - ETP | $818,000 | 0.3% | -8% | — |
| 70 |  $TSLA | Tesla, Inc. | $765,000 | 0.2% | -15% | 53.9 |
| 71 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $765,000 | 0.2% | NEW | — |
| 72 |  $MDT | Medtronic plc | $744,000 | 0.2% | -0% | 68.7 |
| 73 | — | VANGUARD INDEX FDS MCAP VL IDXVIP - ETP | $737,000 | 0.2% | -1% | — |
| 74 |  $AZN | ASTRAZENECA PLC | $718,000 | 0.2% | -17% | — |
| 75 |  $ALAB | Astera Labs, Inc. | $714,000 | 0.2% | -31% | 75.1 |
| 76 |  $LIN | LINDE PLC | $698,000 | 0.2% | -4% | — |
| 77 |  $JPM | JPMORGAN CHASE & CO | $686,000 | 0.2% | -14% | 70.7 |
| 78 | $FERG | Ferguson Enterprises Inc. /DE/ | $678,000 | 0.2% | +1% | 52.2 |
| 79 | — | ISHARES TR JPMORGAN USD EMG - ETP | $668,000 | 0.2% | -13% | — |
| 80 |  $LRCX | LAM RESEARCH CORP | $668,000 | 0.2% | -11% | 79.4 |
| 81 |  $SPOT | Spotify Technology S.A. | $666,000 | 0.2% | +33% | — |
| 82 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD - ETP | $659,000 | 0.2% | +3% | — |
| 83 |  $NGG | NATIONAL GRID PLC | $654,000 | 0.2% | +188% | — |
| 84 |  $APP | AppLovin Corp | $647,000 | 0.2% | -3% | 84.4 |
| 85 |  $TRP | TC ENERGY CORP | $644,000 | 0.2% | +175% | — |
| 86 |  $BTI | British American Tobacco p.l.c. | $630,000 | 0.2% | -13% | — |
| 87 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $604,000 | 0.2% | -3% | 69.7 |
| 88 | — | VANGUARD INDEX FDS MCAP GR IDXVIP - ETP | $595,000 | 0.2% | +0% | — |
| 89 |  $UBS | UBS Group AG | $585,000 | 0.2% | -2% | — |
| 90 |  $ACGL | ARCH CAPITAL GROUP LTD. | $554,000 | 0.2% | -2% | — |
| 91 |  $TLN | Talen Energy Corp | $552,000 | 0.2% | -2% | 57.2 |
| 92 |  $V | VISA INC. | $547,000 | 0.2% | -10% | 82.9 |
| 93 | — | SPDR INDEX SHS FDS ST DOW GLOBA ETF - ETP | $545,000 | 0.2% | +0% | — |
| 94 | — | ISHARES TR 10 YR INVST GRD - ETP | $532,000 | 0.2% | -12% | — |
| 95 |  $JNJ | JOHNSON & JOHNSON | $524,000 | 0.2% | -15% | 69 |
| 96 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $515,000 | 0.2% | -3% | — |
| 97 |  $ABBV | AbbVie Inc. | $500,000 | 0.1% | -1% | 72.6 |
| 98 |  $BAC | BANK OF AMERICA CORP /DE/ | $468,000 | 0.1% | -19% | 67.6 |
| 99 | — | SCHWAB STRATEGIC TR US AGGREGATE B - Aggregate Bond | $452,000 | 0.1% | -0% | — |
| 100 |  $VRT | Vertiv Holdings Co | $442,000 | 0.1% | -37% | 81 |
| 101 |  $MU | MICRON TECHNOLOGY INC | $439,000 | 0.1% | NEW | 86.2 |
| 102 |  $UNH | UNITEDHEALTH GROUP INC | $439,000 | 0.1% | +0% | 62.7 |
| 103 |  $PEP | PEPSICO INC | $433,000 | 0.1% | -10% | 63.4 |
| 104 |  $IBN | ICICI BANK LTD | $429,000 | 0.1% | -1% | — |
| 105 |  $CVX | CHEVRON CORP | $427,000 | 0.1% | -28% | 62.8 |
| 106 |  $NU | Nu Holdings Ltd. | $410,000 | 0.1% | +1% | — |
| 107 |  $AMT | AMERICAN TOWER CORP /MA/ | $405,000 | 0.1% | -11% | 66.3 |
| 108 | — | DBX ETF TR XTRACK MSCI EAFE - ETF | $398,000 | 0.1% | -1% | — |
| 109 |  $MRK | Merck & Co., Inc. | $390,000 | 0.1% | +13% | 59.9 |
| 110 |  $ENB | ENBRIDGE INC | $389,000 | 0.1% | -16% | 66.7 |
| 111 |  $BNY | Bank of New York Mellon Corp | $389,000 | 0.1% | -23% | 74.1 |
| 112 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $386,000 | 0.1% | -3% | — |
| 113 |  $NTRA | Natera, Inc. | $386,000 | 0.1% | -1% | 53.5 |
| 114 |  $LYG | Lloyds Banking Group plc | $380,000 | 0.1% | -2% | — |
| 115 |  $MO | ALTRIA GROUP, INC. | $367,000 | 0.1% | +29% | 67.4 |
| 116 |  $USB | US BANCORP \DE\ | $364,000 | 0.1% | -17% | 65.3 |
| 117 |  $NXPI | NXP Semiconductors N.V. | $352,000 | 0.1% | +0% | — |
| 118 |  $ADI | ANALOG DEVICES INC | $345,000 | 0.1% | -9% | 79.2 |
| 119 | — | DBX ETF TR XTRACK USD HIGH - ETF | $345,000 | 0.1% | -0% | — |
| 120 | — | ISHARES TR RUS MD CP GR ETF - ETP | $343,000 | 0.1% | +1% | — |
| 121 |  $PAYX | PAYCHEX INC | $327,000 | 0.1% | -17% | 74.6 |
| 122 |  $KMB | KIMBERLY CLARK CORP | $323,000 | 0.1% | -9% | 58.7 |
| 123 |  $QXO | QXO, Inc. | $323,000 | 0.1% | -2% | 49 |
| 124 | — | ISHARES TR MSCI EMG MKT ETF - ETP | $322,000 | 0.1% | -7% | — |
| 125 | — | SCHWAB STRATEGIC TR 1 5YR CORP BD - Corp Bond | $321,000 | 0.1% | -1% | — |
| 126 |  $JCI | Johnson Controls International plc | $321,000 | 0.1% | -22% | — |
| 127 |  $ARMK | Aramark | $314,000 | 0.1% | +0% | 47.1 |
| 128 |  $GEV | GE Vernova Inc. | $314,000 | 0.1% | -1% | 81.1 |
| 129 |  $AON | Aon plc | $310,000 | 0.1% | -0% | — |
| 130 |  $WCN | Waste Connections, Inc. | $307,000 | 0.1% | -1% | 68.2 |
| 131 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $305,000 | 0.1% | -32% | 73.7 |
| 132 |  $CVS | CVS HEALTH Corp | $300,000 | 0.1% | NEW | 59.4 |
| 133 |  $WEC | WEC ENERGY GROUP, INC. | $298,000 | 0.1% | -2% | 60.1 |
| 134 |  $TJX | TJX COMPANIES INC /DE/ | $298,000 | 0.1% | -14% | 68.7 |
| 135 |  $APH | AMPHENOL CORP /DE/ | $292,000 | 0.1% | NEW | 79.3 |
| 136 |  $AXP | AMERICAN EXPRESS CO | $289,000 | 0.1% | -3% | 69.4 |
| 137 |  $T | AT&T INC. | $285,000 | 0.1% | -10% | 65.7 |
| 138 |  $HEI | HEICO CORP | $277,000 | 0.1% | -2% | 75.6 |
| 139 |  $CB | Chubb Ltd | $277,000 | 0.1% | -16% | — |
| 140 | — | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF - ETP | $264,000 | 0.1% | -2% | — |
| 141 |  $TTE | TotalEnergies SE | $262,000 | 0.1% | -41% | 50.6 |
| 142 |  $PPL | PPL Corp | $261,000 | 0.1% | +0% | 55.7 |
| 143 |  $CRH | CRH PUBLIC LTD CO | $260,000 | 0.1% | +1% | — |
| 144 |  $GD | GENERAL DYNAMICS CORP | $260,000 | 0.1% | -20% | 68.7 |
| 145 | — | ISHARES TR RUS MDCP VAL ETF - ETP | $259,000 | 0.1% | -7% | — |
| 146 |  $XOM.R34088 | EXXON MOBIL CORP | $258,000 | 0.1% | -43% | 57.9 |
| 147 |  $ALL | ALLSTATE CORP | $255,000 | 0.1% | +0% | 78.5 |
| 148 |  $PLD | Prologis, Inc. | $255,000 | 0.1% | -19% | 68.3 |
| 149 |  $CME | CME GROUP INC. | $255,000 | 0.1% | -14% | 69.5 |
| 150 |  $SNY | Sanofi | $252,000 | 0.1% | -16% | — |
New Positions (13)
ISHARES TR EXPANDED TECH - ETF$1.9M
SPDR INDEX SHS FDS ST PORT MARK ETF - ETF$1.4M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$765,000$MU MICRON TECHNOLOGY INC$439,000$CVS CVS HEALTH Corp$300,000$APH AMPHENOL CORP /DE/$292,000
$KLAC KLA CORP$243,000 VANGUARD INDEX FDS SML CP GRW ETF - ETP$233,000
$ROKU ROKU, INC$228,000
$DAL DELTA AIR LINES, INC.$228,000
$WELL WELLTOWER INC.$212,000
$ARWR ARROWHEAD PHARMACEUTICALS, INC.$203,000
$CI Cigna Group$203,000Exited Positions (17)
ISHARES TR MSCI USA VALUE
ISHARES INC MSCI EM ASIA ETF
ISHARES TR ISHS 1 5YR INVS
$SHOP SHOPIFY INC.
$SAP SAP SE
$TFC TRUIST FINANCIAL CORP
$LLY ELI LILLY & Co
$ACN Accenture plc
$GPC GENUINE PARTS CO
$AMCR Amcor plc
$COP CONOCOPHILLIPS ISHARES TR BROAD USD HIGH
$SPGI S&P Global Inc.
$GILD GILEAD SCIENCES, INC.
$GFL GFL Environmental Inc.Browse Top Institutional Investors
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