Onyx Financial Advisors, LLC

13F filer · CIK 0001957840

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$278MU.S. long equity reported on 13F

Positions90 new · 0 closed

Net flow last quarter+$894KBuys minus sells

Top 10 positions weight19.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 20269 positions
DFAXGulf Resources, Inc.	$43.6M	15.72%	Not reported	+2.1%	Q4 2022
GBCIGlacier Bancorp, Inc.	$4.17M	1.50%	0.06%	Not reported	Q2 2025
MSFTMicrosoft Corp	$2.7M	0.97%	0.00%	+0.2%	Q4 2023
RVTYRevvity, Inc.	$1.26M	0.46%	0.01%	Not reported	Q4 2022
CATCaterpillar Inc	$1.13M	0.41%	0.00%	+0.2%	Q4 2023
ORCLOracle Corp	$613K	0.22%	0.00%	+0.3%	Q4 2023
JPCNuveen Preferred & Income Opportunities Fund	$395K	0.14%	Not reported	Not reported	Q1 2025
SYKStryker Corp	$351K	0.13%	0.00%	+0.3%	Q1 2026
PMPhilip Morris International Inc.	$298K	0.11%	0.00%	+0.9%	Q1 2025
Q1 2026Reported Apr 14, 20269 positions
DFAXGulf Resources, Inc.	$39.4M	16.37%	Not reported	-0.3%	Q4 2022
GBCIGlacier Bancorp, Inc.	$3.61M	1.50%	0.06%	-3.2%	Q2 2025
MSFTMicrosoft Corp	$2.67M	1.11%	0.00%	+0.2%	Q4 2023
RVTYRevvity, Inc.	$996K	0.41%	0.01%	Not reported	Q4 2022
CATCaterpillar Inc	$754K	0.31%	0.00%	+0.2%	Q4 2023
ORCLOracle Corp	$614K	0.25%	0.00%	+0.3%	Q4 2023
JPCNuveen Preferred & Income Opportunities Fund	$378K	0.16%	Not reported	Not reported	Q1 2025
SYKStryker Corp	$365K	0.15%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$270K	0.11%	0.00%	+0.9%	Q1 2025
Q4 2025Reported Jan 14, 20268 positions
DFAXGulf Resources, Inc.	$38.1M	16.15%	Not reported	+1.5%	Q4 2022
GBCIGlacier Bancorp, Inc.	$3.68M	1.56%	0.06%	Not reported	Q2 2025
MSFTMicrosoft Corp	$3.48M	1.48%	0.00%	-1.9%	Q4 2023
RVTYRevvity, Inc.	$1.1M	0.47%	0.01%	Not reported	Q4 2022
ORCLOracle Corp	$811K	0.34%	0.00%	+0.2%	Q4 2023
CATCaterpillar Inc	$608K	0.26%	0.00%	+0.3%	Q4 2023
JPCNuveen Preferred & Income Opportunities Fund	$407K	0.17%	Not reported	+32.5%	Q1 2025
PMPhilip Morris International Inc.	$259K	0.11%	0.00%	+0.9%	Q1 2025
Q3 2025Reported Oct 21, 20259 positions
DFAXGulf Resources, Inc.	$36M	15.93%	Not reported	-0.3%	Q4 2022
GBCIGlacier Bancorp, Inc.	$4.06M	1.80%	0.07%	+9.4%	Q2 2025
MSFTMicrosoft Corp	$3.8M	1.68%	0.00%	+3.3%	Q4 2023
ORCLOracle Corp	$1.17M	0.52%	0.00%	+0.2%	Q4 2023
RVTYRevvity, Inc.	$996K	0.44%	0.01%	Not reported	Q4 2022
CATCaterpillar Inc	$505K	0.22%	0.00%	+0.4%	Q4 2023
JPCNuveen Preferred & Income Opportunities Fund	$310K	0.14%	Not reported	Not reported	Q1 2025
PMPhilip Morris International Inc.	$260K	0.12%	0.00%	+0.7%	Q1 2025
AAPLApple Inc.	$223K	0.10%	0.00%	New	Q3 2025

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