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Lyndsay Goody

Onyx Financial Advisors, Llc

Assets Managed
$277.543M
Holdings
18
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
15.24%(2Q avg: 8.67%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Onyx Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 277.543M in assets, with a quarterly growth rate of 15.24% and a 2-quarter average growth rate of 8.67%. The portfolio is managed by Lyndsay Goody, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.94%
60.49%
$167.864M
3.784M shares@ $44.36 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 2.07%
15.73%
$43.636M
1.184M shares@ $36.85 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 5.88%
7.04%
$19.525M
408,896 shares@ $47.75 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 11.76%
4.65%
$12.888M
253,807 shares@ $50.78 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 6.91%
4.17%
$11.557M
441,767 shares@ $26.16 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 45.11%
1.68%
$4.636M
109,828 shares@ $42.22 avg price
GBCI
Glacier Bancorp Inc
Recent Activity
1.51%
$4.168M
80,810 shares@ $51.59 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.23%
0.98%
$2.699M
7,235 shares@ $373.03 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 0.33%
0.81%
$2.237M
54,231 shares@ $41.26 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 0.33%
0.63%
$1.743M
21,266 shares@ $81.98 avg price

1-10 of 18