Onyx Financial Advisors, LLC
RIA/Wealth
Onyx Financial Advisors, LLC is a RIA/Wealth based in Idaho Falls, ID led by Lyndsay Goody, reporting $426.8M in AUM as of Q3 2025 with 95% ETF concentration, 97% concentrated in top 10 holdings, and 61% allocation to DFAC.
CCOLyndsay Goody
- Portfolio Value
- $226.0M
- Positions
- 19
- Top Holding
- DFAC at 61.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Onyx Financial Advisors, LLC's portfolio (97.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $138.4M | 61.25% | -$139.2K Sold | — 3.6M shares | |
ETF ETF | $36.0M | 15.93% | -$109.1K Sold | — 1.1M shares | |
ETF ETF | $16.8M | 7.41% | +$330.4K Bought | — 347.7K shares | |
ETF ETF | $8.5M | 3.77% | +$473.5K Bought | — 168.0K shares | |
ETF ETF | $7.9M | 3.51% | +$255.4K Bought | — 332.5K shares | |
Banks - Regional Financial Services | $4.1M | 1.80% | +$348.0K Bought | 0.07% 83.5K shares | |
Software - Infrastructure Technology | $3.8M | 1.68% | +$120.7K Bought | 0.00% 7.3K shares | |
ETF ETF | $1.6M | 0.73% | +$34.2K Bought | — 38.9K shares | |
ETF ETF | $1.5M | 0.66% | -$48.0K Sold | — 20.6K shares | |
ETF ETF | $1.5M | 0.65% | +$24.6K Bought | — 34.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Onyx Financial Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+9.36% | |
+5.88% | |
+3.33% | |
+3.28% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-3.14% | |
-0.3% | |
-0.1% |
Analytics
Portfolio insights and performance metrics for Onyx Financial Advisors, LLC
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