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Latest Onyx Financial Advisors, LLC Stock Portfolio

Onyx Financial Advisors, LLC Performance:
2026 Q1: -0.83%YTD: -0.83%2025: 14.07%
Performance for 2026 Q1 is -0.83%, and YTD is -0.83%, and 2025 is 14.07%.

About Onyx Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Onyx Financial Advisors, LLC reported an equity portfolio of $240.8 Millions as of 31 Mar, 2026.

The top stock holdings of Onyx Financial Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 59.3% of it's portfolio in DIMENSIONAL ETF TRUST and 16.4% of portfolio in DIMENSIONAL ETF TRUST.

They significantly reduced their stock positions in GLACIER BANCORP INC NEW (GBCI) and DIMENSIONAL ETF TRUST (DFAC). Onyx Financial Advisors, LLC opened new stock positions in STRYKER CORPORATION (SYK). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), FIDELITY COVINGTON TRUST (FBCG) and PHILIP MORRIS INTL INC (PM).

Onyx Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Onyx Financial Advisors, LLC made a return of -0.83% in the last quarter. In trailing 12 months, it's portfolio return was 15.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
stryker corporation365,392
New stocks bought by Onyx Financial Advisors, LLC

Additions

Ticker% Inc.
dimensional etf trust66.36
dimensional etf trust27.19
fidelity covington trust16.26
dimensional etf trust10.97
dimensional etf trust10.48
dimensional etf trust5.11
dimensional etf trust2.99
dimensional etf trust1.35
Additions to existing portfolio by Onyx Financial Advisors, LLC

Reductions

Ticker% Reduced
glacier bancorp inc new-3.23
dimensional etf trust-0.33
Onyx Financial Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Onyx Financial Advisors, LLC

Sector Distribution

Onyx Financial Advisors, LLC has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Financial Services1.5
Technology1.4

Market Cap. Distribution

Onyx Financial Advisors, LLC has about 1.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.6
MEGA-CAP1.8
MID-CAP1.5

Stocks belong to which Index?

About 3.4% of the stocks held by Onyx Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
S&P 5001.9
RUSSELL 20001.5
Top 5 Winners (%)%
CAT
caterpillar inc
23.6 %
DFAC
dimensional etf trust
3.8 %
DFAC
dimensional etf trust
3.1 %
PM
philip morris intl inc
3.0 %
GBCI
glacier bancorp inc new
1.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.4 M
DFAC
dimensional etf trust
0.3 M
CAT
caterpillar inc
0.1 M
GBCI
glacier bancorp inc new
0.1 M
DFAC
dimensional etf trust
0.0 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-23.4 %
revvity inc
-9.4 %
nuveen pfd & income opportun
-7.0 %
DFAC
dimensional etf trust
-4.4 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-2.7 M
MSFT
microsoft corp
-0.8 M
ORCL
oracle corp
-0.2 M
revvity inc
-0.1 M
DFAC
dimensional etf trust
-0.1 M

Onyx Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Onyx Financial Advisors, LLC

Onyx Financial Advisors, LLC has 18 stocks in it's portfolio. About 97.7% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Onyx Financial Advisors, LLC last quarter.

Last Reported on: 14 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions