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 92.05% of Onyx Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DFAC, DFCF, DUSB, DFSD, DFAX, DFAR, FDVV, DFIP, MSFT, DCOR.
  • Reduced shares in these 1 stock: DFUS.
  • Onyx Financial Advisors was a net buyer of stock by $10M.
  • Onyx Financial Advisors has $278M in assets under management (AUM), dropping by 15.24%.
  • Central Index Key (CIK): 0001957840

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Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 60.5 $168M +2% 3.8M 44.36
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Dimensional Etf Trust World Ex Us Core (DFAX) 15.7 $44M +2% 1.2M 36.84
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 7.0 $20M +5% 409k 47.75
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Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 4.6 $13M +11% 254k 50.78
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Dimensional Etf Trust Us Real Esta Etf (DFAR) 4.2 $12M +6% 442k 26.16
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 1.7 $4.6M +45% 110k 42.21
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Glacier Ban (GBCI) 1.5 $4.2M 81k 51.58
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Microsoft Corporation (MSFT) 1.0 $2.7M 7.2k 373.03
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Dimensional Etf Trust Inflation Prote (DFIP) 0.8 $2.2M 54k 41.26
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Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.6 $1.7M 21k 81.98
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Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $1.3M +14% 21k 60.29
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PerkinElmer (RVTY) 0.5 $1.3M 11k 111.26
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.5 $1.3M -2% 15k 81.94
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Caterpillar (CAT) 0.4 $1.1M 1.1k 1064.62
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Oracle Corporation (ORCL) 0.2 $613k 4.2k 146.56
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Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $395k 50k 7.88
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Stryker Corporation (SYK) 0.1 $351k 1.1k 314.87
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Philip Morris International (PM) 0.1 $298k 1.6k 180.88
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Past Filings by Onyx Financial Advisors

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