Onyx Financial Advisors

Onyx Financial Advisors as of March 31, 2026

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
Dimensional Etf Trust World Ex Us Core (DFAX) 16.4 $39M 1.2M 33.97
Dimensional Etf Trust Short Duration F (DFSD) 7.7 $19M 386k 47.88
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.8 $12M 227k 50.71
Dimensional Etf Trust Us Real Estate E (DFAR) 4.1 $9.8M 413k 23.65
Glacier Ban (GBCI) 1.5 $3.6M 81k 44.67
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.3 $3.2M 76k 42.22
Microsoft Corporation (MSFT) 1.1 $2.7M 7.2k 370.17
Dimensional Etf Trust Inflation Prote (DFIP) 0.9 $2.3M 54k 41.72
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.6 $1.5M 21k 72.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $1.1M 16k 70.91
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $1.0M 18k 55.24
PerkinElmer (RVTY) 0.4 $996k 11k 87.61
Caterpillar (CAT) 0.3 $754k 1.1k 708.37
Oracle Corporation (ORCL) 0.3 $614k 4.2k 147.10
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $378k 50k 7.54
Stryker Corporation (SYK) 0.2 $365k 1.1k 328.59
Philip Morris International (PM) 0.1 $270k 1.6k 165.31