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 92.21% of Onyx Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DFAC, DFCF, DUSB, DFAR, DFSD, DFIP, SYK, FDVV, DCOR, MSFT.
  • Started 1 new stock position in SYK.
  • Reduced shares in these 2 stocks: DFAX, GBCI.
  • Onyx Financial Advisors was a net buyer of stock by $6.9M.
  • Onyx Financial Advisors has $241M in assets under management (AUM), dropping by 2.10%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 59.3 $143M 3.7M 38.86
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Dimensional Etf Trust World Ex Us Core (DFAX) 16.4 $39M 1.2M 33.97
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Dimensional Etf Trust Short Duration F (DFSD) 7.7 $19M +5% 386k 47.88
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.8 $12M +10% 227k 50.71
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Dimensional Etf Trust Us Real Estate E (DFAR) 4.1 $9.8M +10% 413k 23.65
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Glacier Ban (GBCI) 1.5 $3.6M -3% 81k 44.67
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Dimensional Etf Trust Core Fixed Incom (DFCF) 1.3 $3.2M +66% 76k 42.22
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Microsoft Corporation (MSFT) 1.1 $2.7M 7.2k 370.17
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Dimensional Etf Trust Inflation Prote (DFIP) 0.9 $2.3M +27% 54k 41.72
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.6 $1.5M +2% 21k 72.08
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Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $1.1M 16k 70.91
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Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $1.0M +16% 18k 55.24
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PerkinElmer (RVTY) 0.4 $996k 11k 87.61
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Caterpillar (CAT) 0.3 $754k 1.1k 708.37
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Oracle Corporation (ORCL) 0.3 $614k 4.2k 147.10
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Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $378k 50k 7.54
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Stryker Corporation (SYK) 0.2 $365k NEW 1.1k 328.59
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Philip Morris International (PM) 0.1 $270k 1.6k 165.31
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Past Filings by Onyx Financial Advisors

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