Onyx Financial Advisors, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $129B, Dimensional ETF Tr with a value of $33.8B, Dimensional ETF Tr Short Durat with a value of $16.4B, Dimensional ETF Trust with a value of $8.05B, and Dimensional ETF Tr Dimensional with a value of $7.55B.

Examining the 13F form we can see an increase of $21.9B in the current position value, from $189B to 211B.

Onyx Financial Advisors, LLC is based out at Idaho Falls, ID

Below you can find more details about Onyx Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $158 Billion
Technology: $4.44 Billion
Financial Services: $3.59 Billion
Healthcare: $1.1 Billion
Industrials: $410 Million
Consumer Defensive: $290 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $211 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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