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The Analysis of Onyx Financial Advisors, LLC's Holdings & P&L

Currently, Onyx Financial Advisors, LLC holds 18 types of securities in its portfolio with a total value $277.5M. In the most recent quarter, they have increased their positions in DFAC (+107.7K shares, valued at $4.8M), DFCF (+34.1K shares, valued at $1.4M), DUSB (+26.7K shares, valued at $1.4M); decreased their positions in DFUS (-327 shares, valued at $26.8K).

1M P&L

-1.0M-0.36%

3M P&L

+1.9M+0.67%

HY P&L

+15.1M+5.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A267.0M

96.4%

2Banks - Regional4.2M

1.5%

3Software - Infrastructure2.7M

1.0%

Top Industries by Stock Count

1N/A11 stocks

64.7%

2Farm & Heavy Construction Machinery1 stocks

5.9%

3Banks - Regional1 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares2.93%2026-06-302026-07-17

DFAX DIMENSIONAL ETF TRUST1.2M shares2.06%2026-06-302026-07-17

DFSD DIMENSIONAL ETF TRUST408.9K shares5.87%2026-06-302026-07-17

DUSB DIMENSIONAL ETF TRUST253.8K shares11.75%2026-06-302026-07-17

DFAR DIMENSIONAL ETF TRUST441.8K shares6.90%2026-06-302026-07-17

DFCF DIMENSIONAL ETF TRUST109.8K shares45.10%2026-06-302026-07-17

GBCI GLACIER BANCORP INC NEW80.8K shares0.00%2026-06-302026-07-17

MSFT MICROSOFT CORP7.2K shares0.22%2026-06-302026-07-17

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DFIP DIMENSIONAL ETF TRUST54.2K shares0.32%2026-06-302026-07-17

DCOR DIMENSIONAL ETF TRUST21.3K shares0.32%2026-06-302026-07-17

FDVV FIDELITY COVINGTON TRUST21.1K shares14.29%2026-06-302026-07-17

RVTY REVVITY INC11.4K shares0.00%2026-06-302026-07-17

DFUS DIMENSIONAL ETF TRUST15.4K shares-2.08%2026-06-302026-07-17

CAT CATERPILLAR INC1.1K shares0.19%2026-06-302026-07-17

ORACLE CORP ORACLE CORP4.2K shares0.26%2026-06-302026-07-17

JPC NUVEEN PFD & INCOME OPPORTUN50.1K shares0.00%2026-06-302026-07-17

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SYK STRYKER CORPORATION1.1K shares0.27%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC1.6K shares0.92%2026-06-302026-07-17

DFAC

DIMENSIONAL ETF TRUST

2.93%

Shares3.8M

Event2026-06-30

Filed2026-07-17

DFAX

DIMENSIONAL ETF TRUST

2.06%

Shares1.2M

Event2026-06-30

Filed2026-07-17

DFSD

DIMENSIONAL ETF TRUST

5.87%

Shares408.9K

Event2026-06-30

Filed2026-07-17

DUSB

DIMENSIONAL ETF TRUST

11.75%

Shares253.8K

Event2026-06-30

Filed2026-07-17

DFAR

DIMENSIONAL ETF TRUST

6.90%

Shares441.8K

Event2026-06-30

Filed2026-07-17

DFCF

DIMENSIONAL ETF TRUST

45.10%

Shares109.8K

Event2026-06-30

Filed2026-07-17

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares80.8K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

0.22%

Shares7.2K

Event2026-06-30

Filed2026-07-17

DFIP

DIMENSIONAL ETF TRUST

0.32%

Shares54.2K

Event2026-06-30

Filed2026-07-17

DCOR

DIMENSIONAL ETF TRUST

0.32%

Shares21.3K

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY COVINGTON TRUST

14.29%

Shares21.1K

Event2026-06-30

Filed2026-07-17

RVTY

REVVITY INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL ETF TRUST

-2.08%

Shares15.4K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

0.26%

Shares4.2K

Event2026-06-30

Filed2026-07-17

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares50.1K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

0.92%

Shares1.6K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Onyx Financial Advisors, LLC Institutional Holdings, Portfolio & P&L — TradeFomo