Investor
FDx Advisors, Inc.
CIK 0001566601 · filed 2026-05-01 · SEC filing
13F book
$313.2K
Positions
183
99 new · 7 sold
Largest name
4.9%
Vanguard Bd Index Fds
Est. mark
−$2.19K
Price effect on 84 names still held. Flow $119.3K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 206.7K | $15.2K | 4.9% | −$89 | Cut−$2.09K |
| Ishares Tr | — | 178.5K | $14.9K | 4.8% | — | New |
| Schwab Us Tips Etf | — | 542.1K | $14.4K | 4.6% | $63 | Added$660 |
| Ishares Inc | — | 194.5K | $13.6K | 4.3% | — | New |
| Ishares Tr | — | 61.5K | $13.2K | 4.2% | $205 | Cut−$276 |
| Ishares Tr | — | 29.7K | $12.7K | 4.0% | −$1.39K | Cut−$1.74K |
| Ishares Tr | — | 117.9K | $11.2K | 3.6% | −$31 | Added$296 |
| Ishares Tr | — | 83K | $8.24K | 2.6% | −$51 | Cut−$167 |
| Ishares Tr | — | 11.9K | $7.8K | 2.5% | −$379 | Cut−$1.79K |
| Spdr Series Trust | — | 75.3K | $7.37K | 2.4% | — | New |
| Ishares Tr | — | 49K | $6.09K | 1.9% | $203 | Cut−$3.72K |
| Spdr Index Shs Fds | — | 129.3K | $5.9K | 1.9% | — | New |
| Spdr Series Trust | — | 171.1K | $5.74K | 1.8% | — | New |
| Vanguard World Fd | — | 23.5K | $5.56K | 1.8% | −$348 | Cut−$698 |
| Vanguard Growth Etf | — | 11.6K | $5.05K | 1.6% | −$586 | Added−$549 |
| Ishares Tr | — | 50.6K | $4.92K | 1.6% | $49 | Cut−$66 |
| Ishares Gold Tr | — | 54.5K | $4.8K | 1.5% | $380 | Cut−$541 |
| Ishares Tr | — | 52.8K | $4.78K | 1.5% | — | New |
| Ishares Tr | — | 83.7K | $4.46K | 1.4% | −$55 | Cut−$232 |
| Ishares U S Etf Tr | — | 73.9K | $4.39K | 1.4% | — | New |
| Janus Detroit Str Tr | — | 96.5K | $4.36K | 1.4% | — | New |
| Nvidia Corp | NVDA | 24.1K | $4.2K | 1.3% | — | New |
| J P Morgan Exchange Traded F | — | 63.2K | $3.88K | 1.2% | — | New |
| Spdr Series Trust | — | 24.5K | $3.58K | 1.1% | — | New |
| Vanguard Intl Equity Index F | — | 24.1K | $3.51K | 1.1% | $59 | Cut−$27 |
| Vanguard Index Fds | — | 15.7K | $3.42K | 1.1% | $86 | Cut−$76 |
| Vanguard Index Fds | — | 38.4K | $3.41K | 1.1% | $9 | Cut−$56 |
| Abrdn Etfs | — | 95.1K | $3.4K | 1.1% | $360 | Added$1.09K |
| Spdr Series Trust | — | 56.8K | $3.38K | 1.1% | — | New |
| Microsoft Corp | MSFT | 8.74K | $3.24K | 1.0% | −$992 | Cut−$1.12K |
| Ishares Tr | — | 41K | $3.14K | 1.0% | — | New |
| Invesco Exchange Traded Fd T | — | 64.5K | $3.07K | 1.0% | — | New |
| Vanguard Index Fds | — | 14.9K | $2.93K | 0.9% | $78 | Cut$5 |
| Invesco Exchange Traded Fd T | — | 47.6K | $2.74K | 0.9% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 7.97K | $2.69K | 0.9% | $271 | Cut$231 |
| Vanguard Mun Bd Fds | — | 51.1K | $2.55K | 0.8% | −$21 | Cut−$147 |
| Ishares Tr | — | 28.3K | $2.45K | 0.8% | −$13 | Cut−$305 |
| Apple Inc. | AAPL | 8.82K | $2.24K | 0.7% | −$159 | Cut−$272 |
| Spdr Series Trust | — | 83.2K | $2.19K | 0.7% | — | New |
| Vanguard Index Fds | — | 8K | $2.1K | 0.7% | $31 | Added$48 |
| Vanguard Bd Index Fds | — | 28K | $1.92K | 0.6% | −$21 | Cut−$101 |
| Amazon Com Inc | AMZN | 9.12K | $1.9K | 0.6% | −$205 | Cut−$279 |
| Ishares Tr | — | 13.1K | $1.87K | 0.6% | — | New |
| Ishares Tr | — | 43.7K | $1.83K | 0.6% | −$266 | Cut−$424 |
| Meta Platforms, Inc. | META | 2.96K | $1.69K | 0.5% | — | New |
| Ishares Tr | — | 16.8K | $1.63K | 0.5% | $19 | Added$67 |
| Spdr Series Trust | — | 52K | $1.6K | 0.5% | — | New |
| Ishares Tr | — | 19.9K | $1.56K | 0.5% | $17 | Added$44 |
| Spdr Index Shs Fds | — | 33.9K | $1.54K | 0.5% | — | New |
| Schwab Strategic Tr | — | 60.4K | $1.5K | 0.5% | $43 | Cut$7 |
| Broadcom Inc. | AVGO | 4.82K | $1.49K | 0.5% | — | New |
| First Tr Exchange Traded Fd | — | 7.99K | $1.31K | 0.4% | — | New |
| Ishares Inc | — | 13.6K | $1.3K | 0.4% | $24 | Cut−$109 |
| Vanguard Index Fds | — | 4.27K | $1.23K | 0.4% | −$12 | Added$77 |
| Alphabet Inc | — | 4.17K | $1.2K | 0.4% | — | New |
| Sea Ltd | SE | 14.4K | $1.19K | 0.4% | — | New |
| Philip Morris Intl Inc | — | 7.09K | $1.17K | 0.4% | $35 | Cut−$28 |
| Vanguard Malvern Fds | — | 23.4K | $1.17K | 0.4% | $12 | Cut$3 |
| Franklin Templeton Etf Tr | — | 50.6K | $1.16K | 0.4% | — | New |
| Select Sector Spdr Tr | — | 10.5K | $1.14K | 0.4% | — | New |
| Alphabet Inc | — | 3.63K | $1.04K | 0.3% | — | New |
| Asml Holding N V | — | 773 | $1.02K | 0.3% | — | New |
| Ishares Tr | — | 3.84K | $952 | 0.3% | $7 | Cut−$25 |
| Astrazeneca Plc Ord | AZN | 4.55K | $898 | 0.3% | — | New |
| Ishares Tr | — | 9.41K | $898 | 0.3% | −$7 | Cut−$72 |
| Nebius Group N.V. | NBIS | 8.65K | $897 | 0.3% | — | New |
| Seagate Technology Hldngs Pl | — | 2.21K | $865 | 0.3% | — | New |
| Ishares Tr | — | 16K | $843 | 0.3% | −$5 | Cut−$126 |
| Medtronic Plc | MDT | 9.52K | $825 | 0.3% | — | New |
| Tesla, Inc. | TSLA | 2.13K | $793 | 0.3% | — | New |
| Ishares Tr | — | 7.94K | $746 | 0.2% | −$18 | Cut−$117 |
| Chevron Corp New | CVX | 3.55K | $735 | 0.2% | $182 | Added$227 |
| Jpmorgan Chase & Co. | — | 2.42K | $713 | 0.2% | — | New |
| Linde Plc | LIN | 1.41K | $698 | 0.2% | — | New |
| Vanguard Index Fds | — | 3.75K | $691 | 0.2% | $26 | Added$29 |
| British Amern Tob Plc | — | 11.8K | $689 | 0.2% | $9 | Added$391 |
| Western Digital Corp | WDC | 2.49K | $673 | 0.2% | $245 | Cut$162 |
| Cisco Sys Inc | — | 8.63K | $669 | 0.2% | — | New |
| Ferguson Enterprises Inc | — | 2.84K | $662 | 0.2% | — | New |
| Vanguard Scottsdale Fds | — | 8.09K | $642 | 0.2% | — | New |
| Novartis Ag | — | 4.16K | $635 | 0.2% | — | New |
| Ishrs 10 Yr Invest Grade | — | 12.1K | $600 | 0.2% | −$10 | Cut−$97 |
| Johnson & Johnson | JNJ | 2.42K | $593 | 0.2% | $92 | Cut−$138 |
| Canadian Pacific Kansas City | — | 7.2K | $566 | 0.2% | — | New |
| Exxon Mobil Corp | — | 3.34K | $566 | 0.2% | — | New |
| Arch Cap Group Ltd | — | 5.8K | $557 | 0.2% | — | New |
| Pepsico Inc | PEP | 3.55K | $551 | 0.2% | $24 | Added$267 |
| Shopify Inc. | SHOP | 4.56K | $541 | 0.2% | — | New |
| Visa Inc. | V | 1.76K | $533 | 0.2% | — | New |
| Spotify Technology S.A. | SPOT | 1.09K | $530 | 0.2% | — | New |
| Vertiv Holdings Co | VRT | 2.09K | $524 | 0.2% | — | New |
| Totalenergies Se | TTE | 5.71K | $520 | 0.2% | — | New |
| Applovin Corp | APP | 1.29K | $515 | 0.2% | — | New |
| Spdr Index Shs Fds | — | 10.9K | $501 | 0.2% | — | New |
| Vanguard Index Fds | — | 1.94K | $500 | 0.2% | −$42 | Cut−$44 |
| Bank America Corp | — | 10.2K | $497 | 0.2% | −$64 | Cut−$66 |
| Canadian Nat Res Ltd | — | 10.1K | $490 | 0.2% | $150 | Cut$141 |
| American Tower Corp New | — | 2.78K | $479 | 0.2% | — | New |
| Teva Pharmaceutical Inds Ltd | — | 15.6K | $471 | 0.1% | — | New |
| UBS Group AG | UBS | 12K | $470 | 0.1% | — | New |
| Talen Energy Corp | TLN | 1.46K | $467 | 0.1% | — | New |
| Enbridge Inc | — | 8.57K | $464 | 0.1% | — | New |
| Schwab Us Aggregate Bond | — | 19.6K | $456 | 0.1% | −$3 | Added−$2 |
| At&T Inc | — | 15.4K | $445 | 0.1% | — | New |
| Nu Hldgs Ltd | — | 30.6K | $439 | 0.1% | — | New |
| AbbVie Inc. | ABBV | 2K | $435 | 0.1% | — | New |
| Bank New York Mellon Corp | — | 3.51K | $416 | 0.1% | $9 | Cut−$48 |
| Dbx Etf Tr | — | 12.5K | $404 | 0.1% | $17 | Cut$14 |
| Cme Group Inc. | CME | 1.33K | $394 | 0.1% | — | New |
| Sap Se | — | 2.27K | $388 | 0.1% | −$163 | Cut−$402 |
| Icici Bank Limited | — | 14.9K | $387 | 0.1% | — | New |
| Us Bancorp Del | — | 7.29K | $379 | 0.1% | −$10 | Added−$7 |
| Pnc Finl Svcs Group Inc | — | 1.82K | $378 | 0.1% | −$1 | Added$0 |
| Lam Research Corp | LRCX | 1.74K | $372 | 0.1% | $74 | Cut−$37 |
| Johnson Ctls Intl Plc | — | 2.83K | $370 | 0.1% | — | New |
| Qxo Inc | — | 19K | $369 | 0.1% | — | New |
| Paychex Inc | PAYX | 3.99K | $367 | 0.1% | — | New |
| Tjx Cos Inc New | — | 2.29K | $365 | 0.1% | $14 | Cut$11 |
| Pfizer Inc | PFE | 12.5K | $350 | 0.1% | $39 | Cut$35 |
| Netflix Inc | NFLX | 3.63K | $349 | 0.1% | — | New |
| Dbx Etf Tr | — | 9.46K | $342 | 0.1% | −$6 | Cut−$18 |
| Sanofi Sa | — | 7.07K | $340 | 0.1% | — | New |
| Lloyds Banking Group Plc | — | 66.4K | $334 | 0.1% | — | New |
| Truist Finl Corp | — | 7.15K | $329 | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 2.69K | $324 | 0.1% | — | New |
| Schwab Strategic Tr | — | 13.1K | $324 | 0.1% | −$2 | Added$2 |
| Eli Lilly & Co | LLY | 350 | $322 | 0.1% | −$54 | Cut−$79 |
| Duke Energy Corp New | — | 2.44K | $320 | 0.1% | — | New |
| General Dynamics Corp | GD | 920 | $316 | 0.1% | $7 | Cut$6 |
| Chubb Limited | — | 970 | $316 | 0.1% | — | New |
| Kimberly Clark Corp | KMB | 3.23K | $311 | 0.1% | −$13 | Added$31 |
| Firstenergy Corp | FE | 6.12K | $310 | 0.1% | $28 | Added$100 |
| Verizon Communications Inc | VZ | 6.17K | $310 | 0.1% | — | New |
| Prologis Inc. | — | 2.33K | $308 | 0.1% | — | New |
| Analog Devices Inc | ADI | 954 | $304 | 0.1% | $45 | Cut−$215 |
| Wec Energy Group, Inc. | WEC | 2.61K | $302 | 0.1% | — | New |
| Waste Connections, Inc. | WCN | 1.86K | $302 | 0.1% | — | New |
| Aon plc | AON | 935 | $302 | 0.1% | — | New |
| Ishares Tr | — | 2.33K | $299 | 0.1% | −$20 | Cut−$29 |
| Sysco Corp | SYY | 4.04K | $288 | 0.1% | −$9 | Cut−$11 |
| Natera, Inc. | NTRA | 1.44K | $287 | 0.1% | −$42 | Cut−$117 |
| Ishares Tr | — | 5.06K | $287 | 0.1% | $11 | Cut$5 |
| Unilever Plc | — | 5K | $285 | 0.1% | −$35 | Added$19 |
| Unitedhealth Group Inc | UNH | 1.05K | $285 | 0.1% | — | New |
| Janus Detroit Str Tr | — | 5.45K | $281 | 0.1% | — | New |
| Ppl Corp | — | 7.19K | $275 | 0.1% | — | New |
| American Express Co | AXP | 886 | $268 | 0.1% | −$59 | Cut−$63 |
| Accenture Plc Ireland | — | 1.35K | $267 | 0.1% | — | New |
| Altria Group, Inc. | MO | 3.96K | $262 | 0.1% | — | New |
| Walmart Inc. | WMT | 2.1K | $262 | 0.1% | — | New |
| Crh Plc | — | 2.4K | $252 | 0.1% | — | New |
| Genuine Parts Co | GPC | 2.39K | $252 | 0.1% | −$40 | Added−$26 |
| Slb Limited/Nv | SLB | 4.86K | $250 | 0.1% | $63 | Cut$40 |
| Citigroup Inc | — | 2.17K | $247 | 0.1% | −$6 | Cut−$18 |
| Ishares Tr | — | 1.69K | $246 | 0.1% | $8 | Added$15 |
| Morgan Stanley | — | 1.49K | $246 | 0.1% | −$19 | Cut−$25 |
| NXP Semiconductors N.V. | NXPI | 1.25K | $246 | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 4.5K | $243 | 0.1% | $1 | Added$5 |
| Southern Co | — | 2.46K | $238 | 0.1% | $23 | Held |
| GE Vernova Inc. | GEV | 271 | $237 | 0.1% | — | New |
| Oracle Corp | — | 1.59K | $234 | 0.1% | — | New |
| Astera Labs, Inc. | ALAB | 2.14K | $234 | 0.1% | — | New |
| National Grid Plc | — | 2.74K | $232 | 0.1% | $20 | Cut−$85 |
| Tapestry, Inc. | TPR | 1.65K | $232 | 0.1% | $21 | Cut−$38 |
| Amcor Plc Com New | — | 5.83K | $232 | 0.1% | — | New |
| ServiceNow, Inc. | NOW | 2.2K | $230 | 0.1% | — | New |
| Howmet Aerospace Inc. | HWM | 997 | $230 | 0.1% | $26 | Cut$16 |
| Diamondback Energy, Inc. | FANG | 1.15K | $228 | 0.1% | — | New |
| Aramark | ARMK | 5.52K | $224 | 0.1% | — | New |
| Allstate Corp | — | 1.07K | $222 | 0.1% | −$1 | Cut−$4 |
| Tc Energy Corp | — | 3.53K | $221 | 0.1% | — | New |
| Iqvia Hldgs Inc | — | 1.29K | $221 | 0.1% | — | New |
| Heico Corp New | — | 791 | $217 | 0.1% | −$39 | Cut−$68 |
| Conocophillips | COP | 1.62K | $214 | 0.1% | — | New |
| Cardinal Health Inc | CAH | 999 | $211 | 0.1% | — | New |
| Ishares Tr | — | 5.74K | $211 | 0.1% | — | New |
| S&P Global Inc. | SPGI | 491 | $209 | 0.1% | — | New |
| Gilead Sciences, Inc. | GILD | 1.48K | $206 | 0.1% | $24 | Cut−$79 |
| GFL Environmental Inc. | GFL | 4.92K | $205 | 0.1% | — | New |
| STERIS plc | STE | 907 | $201 | 0.1% | — | New |
| Vanguard Bd Index Fds | — | 2.57K | $201 | 0.1% | −$2 | Added−$1 |
| Global X Fds | — | 10.2K | $187 | 0.1% | — | New |
| Rocket Cos Inc | — | 13.1K | $186 | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.