Onyx Financial Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 19 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 $138B, Dimensional ETF Tr with a value of $36B, Dimensional ETF Tr Short Durat with a value of $16.8B, Dimensional ETF Trust with a value of $8.53B, and Dimensional ETF Tr Dimensional with a value of $7.93B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $211B to 226B.

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 $226 Billion
ETFs: $169 Billion
Technology: $5.19 Billion
Financial Services: $4.37 Billion
Healthcare: $996 Million
Industrials: $505 Million
Consumer Defensive: $260 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $226 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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