Onyx Financial Advisors, LLC has disclosed its investment holdings in a recent filing, indicating a total value of approximately $280 million as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and asset allocation, which could impact the financial advisory sector.
Onyx Financial Advisors, based in Idaho Falls, Idaho, is categorized as an investment advisory firm. The company has been active in filing various reports with the SEC, including multiple 13F-HR forms. This latest filing, accession number 0001957840-26-000006, was submitted on October 21, 2026, and reflects the firm's ongoing commitment to transparency in its investment practices.
The filing indicates that Onyx Financial Advisors holds a diverse portfolio, with investments in well-known companies such as Apple Inc., Microsoft Corp., and NVIDIA Corporation. The total number of reported holdings stands at 23, showcasing a range of sectors and industries.
Among the notable investments, the firm has allocated significant resources to Dimensional ETF Trust, which is a key player in the ETF market. This strategic choice reflects a trend among financial advisors to incorporate ETFs into their investment strategies, allowing for diversified exposure to various asset classes.
As the financial advisory industry continues to evolve, Onyx Financial Advisors' recent filing may influence how other firms approach their investment strategies. The report could impact clients and investors looking for insights into the firm's performance and market positioning.
Looking ahead, Onyx Financial Advisors has not specified any immediate next steps following this filing. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.