DOSSIER · 13F-HR · Q1 2026
Onyx Financial Advisors, LLC
$241M in tracked AUM across 18 positions as of Q1 2026.
OF
CIK 0001957840 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Onyx Financial Advisors, LLC presents a highly concentrated, core-satellite portfolio structure focused predominantly on passively managed investment vehicles. As of the reporting period ended December 31, 2025, the firm managed approximately $235.90 million across 17 holdings. The portfolio experienced a positive growth of +7.7% in value, increasing from $219.10 million in the previous quarter.
The portfolio is characterized by extreme concentration at the t...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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