Onyx Financial Advisors, LLC - Portfolio Stock Holdings
Onyx Financial Advisors, LLC disclosed 18 stock positions in a recent SEC 13F filing. $277,542,769 of stock holdings were filed, with the largest holdings including DFAC, DFAX, and DFSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $506,448,769 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
18Est. Stock Holding Value:
$277,542,769Top Stock Holdings By Sector
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Portfolio Stock Holdings - Onyx Financial Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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