Onyx Financial Advisors, LLC

CIK

1957840

Location

IDAHO FALLS, ID

Portfolio Value

Micro $3,285,999

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,769 / 8,232 ▲ 181

Top Industry

Banks - Regional 37.4%

3Y Alpha vs SPY

-16.5%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.3%

SPY

+76.3%

Annualised alpha

-16.5%

Max drawdown

−37.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

37.4%

+1.8 pts

Top 5

89.5%

−4.1 pts

Top 10

100.0%

0.0 pts

HHI

2,407

Moderately concentrated−221

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	41.3%	$3,987,905	2
Technology	34.0%	$3,285,999	2
Healthcare	14.1%	$1,361,430	2
Industrials	7.8%	$753,801	1
Consumer Defensive	2.8%	$269,834	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+16	7,219	$2,672,257
PM	Philip Morris International Inc.	+15	1,632	$269,834
ORCL	Oracle Corp	+12	4,172	$613,742
CAT	Caterpillar Inc	+2	1,064	$753,801
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GBCI	Glacier Bancorp, Inc.	−2,695	80,810	$3,609,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SYK	Stryker Corp	1,112	$365,392
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $3,285,999 total · Technology only · as of Mar 31, 2026

All sectors Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MSFT	Microsoft Corp Technology	Added	7,219	+16	$2,672,257	−23.3%	81.32%
ORCL	Oracle Corp Technology	Added	4,172	+12	$613,742	−24.3%	18.68%