account_balance

Investment manager · 13F filer · SEC CIK 1957840

Onyx Financial Advisors, LLC

Reported value$280Mas of Sep 30, 2026
Positions23 5 new, 0 sold out
Top 10 weight96.9%DFAC alone is 59%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 59.4% Held
DFAX Dimensional ETF Trust 15.7% Held
DFSD Dimensional ETF Trust 7.1% Added +4%
DUSB Dimensional ETF Trust 4.8% Added +5%
DFAR Dfa Invt Dimensions Group In 3.9% Held
DFCF Dimensional ETF Trust 2.1% Added +30%
MSFT Microsoft Corp 1.3% HeldGBCI Glacier Bancorp, Inc. 1.2% Held
DFIP Dimensional ETF Trust 0.8% Added +4%
DCOR Dfa Invt Dimensions Group In 0.6% Held
RVTY Revvity, Inc. 0.6% Held
FDVV Fidelity Covington Trust 0.5% Added +13%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 17, 2026 filing
add_circleNew
  • VUG $538K
  • VTV $495K
  • AAPL $306K
  • IEFA $234K
arrow_upwardAdded
  • DFCF +30%
  • FDVV +13%
  • DUSB +5%
  • DFSD +4%
arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist