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OneDigital Investment Advisors, LLC
Michael Esselman · Investment Advisor · Multi-Strategy
OneDigital Investment Advisors, LLC is an SEC-registered investment advisory firm and a subsidiary of OneDigital, a major national insurance brokerage and HR consulting platform. Originally tracing its investment roots back to the 1987 founding of Resources Investment Advisors, the firm took its current form following a significant 2020 acquisition. Headquartered in Overland Park, Kansas, OneDigital specializes in the integration of health, wealth, and retirement solutions for both corporate plan sponsors and individual wealth management clients. The firm is recognized for its holistic approach, utilizing proprietary technology and strategic partnerships to deliver personalized, goals-based investment advice. With a focus on long-term financial wellness, OneDigital manages billions in assets, serving as a fiduciary that helps clients navigate complex financial landscapes through data-driven strategies and institutional-quality investment management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.0% |
| YTD return | +13.0% |
| Sharpe ratio | 2.45 |
| Win rate | 53% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.onedigital.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.8% | +28.3% |
| NVDA | NVIDIA Corporation | 13.2% | +14.3% |
| MSFT | Microsoft Corporation | 11.6% | +2.7% |
| GOOGL | Alphabet Inc Class A | 11.0% | +31.3% |
| AMZN | Amazon.com Inc | 9.1% | +11.7% |
| JPM | JPMorgan Chase & Co | 4.1% | +11.7% |
| AMD | Advanced Micro Devices Inc | 3.4% | +69.3% |
| BRK-A | Berkshire Hathaway Inc | 3.2% | +2.4% |
| TSM | Taiwan Semiconductor Manufacturing | 3.2% | +33.2% |
| AVGO | Broadcom Inc | 2.3% | +4.7% |
| JNJ | Johnson & Johnson | 2.2% | +29.0% |
| XOM | Exxon Mobil Corp | 2.2% | +33.9% |
| UNH | UnitedHealth Group Incorporated | 2.2% | -9.5% |
| META | Meta Platforms Inc. | 2.2% | -1.7% |
| PG | Procter & Gamble Company | 2.2% | -4.2% |
| MCD | McDonald’s Corporation | 1.8% | -15.7% |
| ABBV | AbbVie Inc | 1.7% | +3.2% |
| CVX | Chevron Corp | 1.7% | +1.7% |
| COST | Costco Wholesale Corp | 1.6% | -6.9% |
| TSLA | Tesla Inc | 1.6% | +0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 4.1% → 4.1% |
| Sep 14, 2026 | SELL | BRK-A | 3.2% → 3.2% |
| Sep 14, 2026 | BUY | AMD | 3.1% → 3.4% |
| Sep 14, 2026 | SELL | ABBV | 1.7% → 1.7% |
| Sep 14, 2026 | BUY | NVDA | 13.7% → 13.2% |
Investment Style Analysis
OneDigital Investment Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, OneDigital Investment Advisors, LLC made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
OneDigital's investment philosophy is centered on a 'people-first' approach that combines personalized portfolio management with goals-based investing. The firm seeks to simplify complex financial lives by integrating investments, insurance, taxes, and estate planning into a unified, holistic strategy. Utilizing a proprietary asset allocation algorithm and strategic partnerships with leading institutional managers, OneDigital delivers customized model solutions designed to align with each client's specific risk tolerance and long-term aspirations. By focusing on the convergence of health and wealth, the firm aims to provide both individuals and employer-sponsored retirement plans with the tools and fiduciary oversight necessary to achieve sustainable financial security and improved outcomes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with OneDigital Investment Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for OneDigital Investment Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is OneDigital Investment Advisors, LLC's largest holding?
As of the latest filing, OneDigital Investment Advisors, LLC's top position is Apple Inc (AAPL), representing 19.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is OneDigital Investment Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.0% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.45, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does OneDigital Investment Advisors, LLC primarily invest in?
OneDigital Investment Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is OneDigital Investment Advisors, LLC's portfolio concentrated or diversified?
OneDigital Investment Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has OneDigital Investment Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for OneDigital Investment Advisors, LLC tracks a Year-to-Date (YTD) return of +13.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Esselman manage OneDigital Investment Advisors, LLC directly?
Yes, Michael Esselman serves as the key portfolio manager for OneDigital Investment Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.