Onyx Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Onyx Financial Advisors, LLC held in its portfolio 17 assets valued at $235,896,203 (i.e. $235.90M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($143.60M), DIMENSIONAL ETF TRUST ($38.11M), and DIMENSIONAL ETF TRUST ($17.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Onyx Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3627314 | 143605375 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1164343 | 38108941 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 367429 | 17618209 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 204666 | 10366342 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 374049 | 8566162 | US REAL ESTATE E |
| GLACIER BANCORP INC NEW | 83505 | 3678395 | COM |
| MICROSOFT CORP | 7203 | 3483572 | COM |
| DIMENSIONAL ETF TRUST | 45498 | 1936400 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 42500 | 1766101 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 20582 | 1515470 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 15741 | 1167494 | US EQUITY MARKET |
| REVVITY INC | 11369 | 1099951 | COM |
| FIDELITY COVINGTON TRUST | 15851 | 898593 | HIGH DIVID ETF |
| ORACLE CORP | 4160 | 810814 | COM |
| CATERPILLAR INC | 1062 | 608253 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 50149 | 406708 | COM |
| PHILIP MORRIS INTL INC | 1617 | 259423 | COM |
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