StockDriftsStockDriftsTop 18 Onyx Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 60.48% | 3.78M | $167.9M | +2.93%(+107.75K) | $25.54(+80.04%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 15.72% | 1.18M | $43.6M | +2.06%(+23.91K) | $22.03(+71.89%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.03% | 408.9K | $19.5M | +5.87%(+22.69K) | $46.72(+1.50%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.64% | 253.8K | $12.9M | +11.75%(+26.70K) | $50.59(+0.46%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 4.16% | 441.8K | $11.6M | +6.90%(+28.53K) | $22.27(+17.41%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.67% | 109.8K | $4.6M | +45.10%(+34.14K) | $42.13(-1.07%) | 2026-06-30 | |
| GBCI | GLACIER BANCORP INC NEW | 1.5% | 80.8K | $4.2M | +0.00%(+0) | $43.65(+11.77%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 0.97% | 7.2K | $2.7M | +0.22%(+16) | $353.39(+42.27%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 0.81% | 54.2K | $2.2M | +0.32%(+174) | $41.55(-2.44%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 0.63% | 21.3K | $1.7M | +0.32%(+68) | $60.44(+41.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.70% | +50.92% | — | — | +65.36% |
| Top 20 Holdings Unweighted | +12.01% | +40.53% | — | — | +47.05% |
Onyx Financial Advisors, LLC reports $277.54M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (60.5%), DFAX (15.7%) and DFSD (7.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +50.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Onyx Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Onyx Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957840). View Onyx Financial Advisors, LLC’s 13F filings on SEC