RESOURCES INVESTMENT ADVISORS LLC
Q1 2026 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001690370
· CRD 106766
· SEC-registered investment adviser
$10.2B Reported Value Total
ONEDIGITAL reports 40,469 total accounts under management (AUM). There are 34,368 discretionary accounts valued at $59,084,688,779, and 6,101 non-discretionary accounts valued at $96,324,988,636.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $49.4M gross asset value
Hedge Fund: $49.4M
Source: Form ADV filed 2026-04-01
Reported value
$10.2B
Quarter over quarter
-1.9%
Holdings
1,446
Top-10 concentration
23.5%
Key People
Form ADV owners & control persons
Michael Nephi Esselman
CHIEF INVESTMENT OFFICER
David Akira Ito
CHIEF COMPLIANCE OFFICER
Andrew Jefferys
NATIONAL VICE PRESIDENT - WEALTH MANAGEMENT SOLUTIONS
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13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 08, 2026 |
| Form | 13F-HR |
| Reported value | $10.2B |
| Positions | 1,446 |
| Change in reported value | +0.3% |
| New positions | 102 |
| Exited positions | 157 |
| Position turnover | 16.2% |
| Top-10 concentration | 23.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
1,562 | $11.8B |
|
Q1 2026 13F
Filed May 8, 2026
|
1,446 | $10.2B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
1,501 | $10.2B |
|
Q3 2025 13F
Filed Nov 10, 2025
|
1,486 | $9.7B |
|
Q2 2025 13F
Filed Aug 7, 2025
|
1,446 | $9.0B |
|
Q1 2025 13F
Filed Apr 29, 2025
|
1,393 | $8.4B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
1,393 | $8.6B |
|
Q3 2024 13F
Filed Nov 6, 2024
|
1,430 | $8.8B |
|
Q2 2024 13F
Filed Aug 2, 2024
|
1,364 | $8.0B |
|
Q1 2024 13F
Filed May 10, 2024
|
1,086 | $6.4B |
|
Q4 2023 13F
Filed Feb 13, 2024
|
1,103 | $5.7B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
988 | $4.6B |
|
Q2 2023 13F
Filed Aug 7, 2023
|
1,008 | $4.5B |
|
Q1 2023 13F
Filed May 10, 2023
|
966 | $4.3B |
|
Q4 2022 13F
Filed Feb 2, 2023
|
819 | $3.4B |
|
Q3 2022 13F
Filed Nov 8, 2022
|
757 | $2.7B |
|
Q2 2022 13F
Filed Aug 8, 2022
|
707 | $2.3B |
|
Q1 2022 13F
Filed May 5, 2022
|
736 | $2.6B |
|
Q4 2021 13F
Filed Feb 23, 2022
|
763 | $2.8B |
|
Q3 2021 13F
Filed Nov 5, 2021
|
735 | $2.5B |
17 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPYM SPDR SERIES TRUST | $547.2M | 5.35% |
| 2 | IUSB ISHARES TR | $350.6M | 3.43% |
| 3 | DYNF BLACKROCK ETF TRUST | $220.2M | 2.15% |
| 4 | SCHG SCHWAB STRATEGIC TR | $218.0M | 2.13% |
| 5 | IVE ISHARES TR | $203.9M | 1.99% |
| 6 | DFAU DIMENSIONAL ETF TRUST | $199.6M | 1.95% |
| 7 | DFSD DIMENSIONAL ETF TRUST | $177.1M | 1.73% |
| 8 | MBB ISHARES TR | $168.9M | 1.65% |
| 9 | BOND PIMCO ETF TR | $161.6M | 1.58% |
| 10 | DFAC DIMENSIONAL ETF TRUST | $156.7M | 1.53% |
| 11 | AAPL APPLE INC | $154.9M | 1.51% |
| 12 | AVEM AMERICAN CENTY ETF TR | $152.2M | 1.49% |
| 13 | IVV ISHARES TR | $144.8M | 1.42% |
| 14 | EFV ISHARES TR | $142.9M | 1.4% |
| 15 | DFCF DIMENSIONAL ETF TRUST | $140.9M | 1.38% |
| 16 | VOO VANGUARD INDEX FDS | $137.1M | 1.34% |
| 17 | QUAL ISHARES TR | $132.6M | 1.3% |
| 18 | CORO BLACKROCK ETF TRUST | $126.2M | 1.23% |
| 19 | SPTI SPDR SERIES TRUST | $114.6M | 1.12% |
| 20 | VTEB VANGUARD MUN BD FDS | $107.4M | 1.05% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.