Onyx Financial Advisors, LLC Portfolio Holdings

Onyx Financial Advisors, LLC

  • $189 Billion
  • Q1 2025

Onyx Financial Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 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 $117B, Dimensional ETF Tr with a value of $30B, Dimensional ETF Tr Short Durat with a value of $16.6B, Dimensional ETF Trust with a value of $7.75B, and Dimensional ETF Tr Dimensional with a value of $7.6B.

Examining the 13F form we can see an increase of $6.73B in the current position value, from $182B to 189B.

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 $189 Billion
ETFs: $145 Billion
Technology: $3.24 Billion
Healthcare: $1.2 Billion
Industrials: $347 Million
Consumer Defensive: $251 Million
Financial Services: $100 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$117 Billion 61.66% of portfolio
3,532,909
Q1 2025 Added 4.78%
$0
$30 Billion 15.89% of portfolio
1,146,440
Q1 2025 Added 5.85%
$0
$16.6 Billion 8.77% of portfolio
348,751
Q1 2025 Added 6.27%
$0
$7.6 Billion 4.02% of portfolio
319,584
Q1 2025 Added 8.84%
$0
$1.51 Billion 0.8% of portfolio
36,006
Q1 2025 Added 2.92%
$0
$1.12 Billion 0.59% of portfolio
18,508
Q1 2025 Added 0.01%
$0
$1.08 Billion 0.57% of portfolio
25,565
Q1 2025 Added 4.86%
$0
$820 Million 0.43% of portfolio
16,524
Q1 2025 Added 0.17%
$0
$208 Million 0.11% of portfolio
7,731
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $189 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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