Institutional Manager · CIK 0001819476
Onyx Bridge Wealth Group LLC
TARRYTOWN, NY · File #028-20899
Latest AUM
$940.2M
Positions
487
Top-10 Concentration
47.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025487 pos · $940.2M
- 13F HOLDINGS REPORTQ/E Sep 2025447 pos · $919.2M
- 13F HOLDINGS REPORTQ/E Jun 2025350 pos · $756.3M
- 13F HOLDINGS REPORTQ/E Mar 2025293 pos · $697.2M
- 13F HOLDINGS REPORTQ/E Dec 2024284 pos · $694.4M
- 13F HOLDINGS REPORTQ/E Sep 2024285 pos · $663.3M
- 13F HOLDINGS REPORTQ/E Jun 2024273 pos · $609.1M
- 13F HOLDINGS REPORTQ/E Mar 2024263 pos · $559.8M
- 13F HOLDINGS REPORTQ/E Dec 2023235 pos · $427.8M
- 13F HOLDINGS REPORTQ/E Sep 2023237 pos · $418.1M
- 13F HOLDINGS REPORTQ/E Jun 2023187 pos · $250.5M
- 13F HOLDINGS REPORTQ/E Mar 2023184 pos · $245.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 163,104 | $111.7M | 17.54% |
| 2 | INVESCO QQQ TR | IVZ | 50,945 | $31.3M | 4.91% |
| 3 | APPLE INC | AAPL | 94,117 | $25.6M | 4.02% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 582,929 | $25.4M | 3.99% |
| 5 | WISDOMTREE TR | WT | 236,493 | $22.1M | 3.47% |
| 6 | VANGUARD INDEX FDS | 922908736 | 40,308 | $19.7M | 3.09% |
| 7 | NVIDIA CORPORATION | NVDA | 99,261 | $18.5M | 2.91% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 79,677 | $17.5M | 2.75% |
| 9 | SELECT SECTOR SPDR TR | 81369Y803 | 112,411 | $16.2M | 2.54% |
| 10 | ISHARES TR | 464287226 | 150,449 | $15.0M | 2.36% |
| 11 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 414,523 | $14.8M | 2.32% |
| 12 | SELECT SECTOR SPDR TR | 81369Y852 | 113,564 | $13.4M | 2.10% |
| 13 | TCW ETF TRUST | 29287L700 | 330,423 | $13.1M | 2.05% |
| 14 | SELECT SECTOR SPDR TR | 81369Y704 | 80,314 | $12.5M | 1.96% |
| 15 | SELECT SECTOR SPDR TR | 81369Y407 | 102,677 | $12.3M | 1.93% |
| 16 | T ROWE PRICE ETF INC | 87283Q867 | 309,197 | $11.8M | 1.86% |
| 17 | ISHARES TR | 464287101 | 33,151 | $11.4M | 1.79% |
| 18 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 406,146 | $11.2M | 1.76% |
| 19 | VANGUARD INDEX FDS | 922908769 | 32,469 | $10.9M | 1.71% |
| 20 | PACER FDS TR | 69374H881 | 163,358 | $9.8M | 1.55% |