FDx Advisors, Inc.
•CIK: 1566601•Filing: Q4 2025
**FDx Advisors, Inc.** manages $196M across a diversified portfolio of 91 holdings. The strategy exhibits a notable allocation to fixed income and broad market ETFs, evidenced by the top positions in BND ($17.3M) and IWF ($14.4M). Further concentration is seen in SCHP ($13.8M) and IWD ($13.4M), suggesting a focus on defensive and income-generating assets. The remaining portfolio maintains exposure across sectors, including significant allocations to core indices like IJR ($9.8M) and IVV ($9.6M).
Total AUM
$196.1M
QoQ Performance
-41.3%
Positions
91
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
IWF
SCHP
IWD
MBB
IJR
BND8.8%
IWF7.4%
SCHP7.0%
IWD6.8%
MBB5.6%
IJR5.0%
IVV4.9%
AGG4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.0%
ETF4.9%
Technology3.8%
Consumer1.3%
Healthcare1.0%
Financial0.6%
Consumer Staples0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
+93 more exited positions
Changes from Q3 2025
NEW5 new positions
↑33 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023