Onyx Financial Advisors

Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFAX, DFSD, DUSB, DFAR, and represent 92.53% of Onyx Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DUSB, DFAC, DFAR, DFSD, DFAX, DFCF, DFIP, JPC, PM, CAT.
  • Reduced shares in these 6 stocks: AAPL, MGK, DFUS, MSFT, FDVV, DCOR.
  • Sold out of its positions in AAPL, MGK.
  • Onyx Financial Advisors was a net buyer of stock by $5.8M.
  • Onyx Financial Advisors has $236M in assets under management (AUM), dropping by 4.37%.
  • Central Index Key (CIK): 0001957840

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Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 60.9 $144M 3.6M 39.59
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Dimensional Etf Trust World Ex Us Core (DFAX) 16.2 $38M 1.2M 32.73
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Dimensional Etf Trust Short Duration F (DFSD) 7.5 $18M +5% 367k 47.95
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.4 $10M +21% 205k 50.65
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.6 $8.6M +12% 374k 22.90
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Glacier Ban (GBCI) 1.6 $3.7M 84k 44.05
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Microsoft Corporation (MSFT) 1.5 $3.5M 7.2k 483.63
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $1.9M +32% 46k 42.56
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Dimensional Etf Trust Inflation Prote (DFIP) 0.7 $1.8M +9% 43k 41.56
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.6 $1.5M 21k 73.63
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Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $1.2M -12% 16k 74.17
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PerkinElmer (RVTY) 0.5 $1.1M 11k 96.75
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Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $899k -4% 16k 56.69
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Oracle Corporation (ORCL) 0.3 $811k 4.2k 194.91
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Caterpillar (CAT) 0.3 $608k 1.1k 572.74
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Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $407k +32% 50k 8.11
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Philip Morris International (PM) 0.1 $259k 1.6k 160.43
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Past Filings by Onyx Financial Advisors

SEC 13F filings are viewable for Onyx Financial Advisors going back to 2022