Institutions / Onyx Financial Advisors, LLC
Onyx Financial Advisors, LLC
CIK 1957840 · Institution · as of Dec 31, 2025
Portfolio value
$235.90M
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $143.61M | 60.9% |
| Dimensional ETF Trust | $38.11M | 16.2% |
| Dimensional ETF Trust | $17.62M | 7.5% |
| Dimensional ETF Trust | $10.37M | 4.4% |
| Dimensional ETF Trust | $8.57M | 3.6% |
| Glacier Bancorp, Inc. | $3.68M | 1.6% |
| Microsoft Corp | $3.48M | 1.5% |
| Dimensional ETF Trust | $1.94M | 0.8% |
| Dimensional ETF Trust | $1.77M | 0.7% |
| Dimensional ETF Trust | $1.52M | 0.6% |
| Dimensional ETF Trust | $1.17M | 0.5% |
| Revvity, Inc. | $1.10M | 0.5% |
| Fidelity Covington Trust | $898.6K | 0.4% |
| Oracle Corp | $810.8K | 0.3% |
| Caterpillar Inc | $608.3K | 0.3% |
| Nuveen Preferred & Income Opportunities FundJPC | $406.7K | 0.2% |
| Philip Morris International Inc. | $259.4K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.