Onyx Financial Advisors, LLC
All 13F Filings
- Location
- Idaho Falls, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 277,543
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 18 | 277,543 | 13F-HR | Onyx Financial Advisors, LLC |
| Q1 2026 | 4/14/2026 | 18 | 240,841 | 13F-HR | Onyx Financial Advisors, LLC |
| Q4 2025 | 1/14/2026 | 17 | 235,896 | 13F-HR | Onyx Financial Advisors, LLC |
| Q3 2025 | 10/21/2025 | 19 | 226,015 | 13F-HR | Onyx Financial Advisors, LLC |
| Q2 2025 | 7/21/2025 | 17 | 210,879 | 13F-HR | Onyx Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.92 K | 3.9% | 1.265 K | 0 | 1.265 K |
| ETFs | 266.6 K | 96.1% | 35.44 K | 0 | 35.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
277,543
Holdings
18
QoQ value change ($000)
36,702
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.