Onyx Bridge Wealth Group LLC
CIK: 0001819476SEC EDGAR →
Portfolio Value
$940.2M
Holdings
366
As of
Q4 2025
New Positions
366
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 163,549 | $112.0M | 11.92% |
| 2 | INVESCO QQQ TR | 50,945 | $31.3M | 3.33% |
| 3 | APPLE INC | 96,330 | $26.2M | 2.79% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 582,929 | $25.4M | 2.71% |
| 5 | WISDOMTREE TR | 236,493 | $22.1M | 2.35% |
| 6 | VANGUARD INDEX FDS | 40,590 | $19.8M | 2.11% |
| 7 | NVIDIA CORPORATION | 100,106 | $18.7M | 1.99% |
| 8 | VANGUARD SPECIALIZED FUNDS | 79,677 | $17.5M | 1.86% |
| 9 | SELECT SECTOR SPDR TR | 112,411 | $16.2M | 1.72% |
| 10 | ISHARES TR | 150,449 | $15.0M | 1.60% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (366)
$112.0M · 164K shares
$31.3M · 51K shares
$26.2M · 96K shares
$25.4M · 583K shares
$22.1M · 236K shares
$19.8M · 41K shares
$18.7M · 100K shares
$17.5M · 80K shares
$16.2M · 112K shares
$15.0M · 150K shares
$14.8M · 415K shares
$13.4M · 114K shares
$13.1M · 330K shares
$12.5M · 80K shares
$12.3M · 103K shares
$11.8M · 309K shares
$11.5M · 34K shares
$11.2M · 406K shares
$10.9M · 32K shares
$10.0M · 166K shares
$9.8M · 207K shares
$9.5M · 87K shares
$9.3M · 91K shares
$9.3M · 116K shares
$9.1M · 170K shares
$8.9M · 18K shares
$8.7M · 206K shares
$8.6M · 83K shares
$8.3M · 27K shares
$8.2M · 83K shares
$7.7M · 122K shares
$7.4M · 24K shares
$7.4M · 110K shares
$7.3M · 44K shares
$7.1M · 132K shares
$7.0M · 208K shares
$6.7M · 29K shares
$6.4M · 114K shares
$6.2M · 109K shares
$6.0M · 15K shares
$5.9M · 9K shares
$5.9M · 117K shares
$5.6M · 194K shares
$5.6M · 39K shares
$5.6M · 121K shares
$5.5M · 20K shares
$5.3M · 17K shares
$5.1M · 20K shares
$4.9M · 65K shares
$4.8M · 177K shares
$4.8M · 15K shares
$4.8M · 145K shares
$4.7M · 16K shares
$4.6M · 77K shares
$4.4M · 77K shares
$4.4M · 123K shares
$4.4M · 75K shares
$4.3M · 12K shares
$4.1M · 42K shares
$4.1M · 118K shares
$4.0M · 114K shares
$3.9M · 6K shares
$3.8M · 21K shares
$3.7M · 78K shares
$3.6M · 66K shares
$3.5M · 97K shares
$3.4M · 32K shares
$3.3M · 63K shares
$3.3M · 7K shares
$3.1M · 60K shares
$3.0M · 30K shares
$3.0M · 86K shares
$2.9M · 45K shares
$2.8M · 41K shares
$2.7M · 52K shares
$2.7M · 83K shares
$2.7M · 62K shares
$2.7M · 16K shares
$2.6M · 50K shares
$2.6M · 52K shares
$2.6M · 4K shares
$2.6M · 70K shares
$2.5M · 7K shares
$2.3M · 9K shares
$2.2M · 37K shares
$2.2M · 7K shares
$2.1M · 63K shares
$2.1M · 20K shares
$2.1M · 16K shares
$2.1M · 21K shares
$2.1M · 37K shares
$2.0M · 4K shares
$2.0M · 16K shares
$2.0M · 83K shares
$1.9M · 52K shares
$1.9M · 40K shares
$1.9M · 12K shares
$1.9M · 12K shares
$1.8M · 7K shares
$1.7M · 36K shares
$1.7M · 127K shares
$1.7M · 3K shares
$1.7M · 4K shares
$1.6M · 1K shares
$1.6M · 16K shares
$1.6M · 29K shares
$1.5M · 10K shares
$1.5M · 17K shares
$1.5M · 5K shares
$1.5M · 30K shares
$1.5M · 56K shares
$1.5M · 28K shares
$1.5M · 3K shares
$1.5M · 25K shares
$1.5M · 15K shares
$1.5M · 42K shares
$1.4M · 56K shares
$1.4M · 34K shares
$1.4M · 12K shares
$1.4M · 10K shares
$1.4M · 6K shares
$1.4M · 7K shares
$1.3M · 33K shares
$1.3M · 3K shares
$1.3M · 31K shares
$1.2M · 22K shares
$1.2M · 3K shares
$1.2M · 48K shares
$1.2M · 64K shares
$1.2M · 15K shares
$1.2M · 27K shares
$1.1M · 6K shares
$1.1M · 61K shares
$1.1M · 121K shares
$1.1M · 53K shares
$1.1M · 41K shares
$1.1M · 43K shares
$1.1M · 9K shares
$1.1M · 15K shares
$1.0M · 11K shares
$1.0M · 4K shares
$981K · 3K shares
$965K · 5K shares
$959K · 11K shares
$939K · 17K shares
$937K · 4K shares
$913K · 4K shares
$880K · 23K shares
$872K · 29K shares
$864K · 3K shares
$850K · 12K shares
$834K · 30K shares
$834K · 1K shares
$833K · 19K shares
$830K · 11K shares
$830K · 7K shares
$830K · 3K shares
$825K · 11K shares
$813K · 4K shares
$802K · 8K shares
$798K · 15K shares
$795K · 923 shares
$791K · 8K shares
$779K · 10K shares
$754K · 1 shares
$750K · 28K shares
$746K · 50K shares
$738K · 16K shares
$737K · 30K shares
$728K · 4K shares
$724K · 11K shares
$721K · 8K shares
$719K · 2K shares
$714K · 1K shares
$712K · 17K shares
$711K · 14K shares
$710K · 28K shares
$696K · 4K shares
$688K · 8K shares
$685K · 9K shares
$680K · 13K shares
$676K · 15K shares
$667K · 12K shares
$666K · 74K shares
$665K · 14K shares
$664K · 12K shares
$662K · 14K shares
$657K · 748 shares
$656K · 13K shares
$650K · 12K shares
$647K · 4K shares
$637K · 23K shares
$634K · 7K shares
$618K · 5K shares
$612K · 2K shares
$596K · 28K shares
$593K · 32K shares
$585K · 3K shares
$582K · 12K shares
$579K · 15K shares
$578K · 5K shares
$575K · 7K shares
$570K · 1K shares
$560K · 4K shares
$560K · 8K shares
$560K · 2K shares
$551K · 2K shares
$549K · 8K shares
$549K · 2K shares
$545K · 11K shares
$544K · 5K shares
$544K · 13K shares
$542K · 18K shares
$541K · 2K shares
$534K · 10K shares
$530K · 8K shares
$527K · 493 shares
$522K · 4K shares
$516K · 12K shares
$513K · 3K shares
$496K · 9K shares
$491K · 10K shares
$485K · 15K shares
$484K · 7K shares
$482K · 4K shares
$478K · 24K shares
$473K · 9K shares
$468K · 11K shares
$468K · 718 shares
$465K · 13K shares
$464K · 13K shares
$463K · 15K shares
$462K · 10K shares
$453K · 2K shares
$451K · 7K shares
$441K · 414 shares
$436K · 9K shares
$435K · 12K shares
$432K · 17K shares
$431K · 4K shares
$427K · 9K shares
$419K · 17K shares
$407K · 9K shares
$407K · 1K shares
$401K · 5K shares
$399K · 9K shares
$389K · 4K shares
$389K · 2K shares
$389K · 7K shares
$376K · 5K shares
$375K · 13K shares
$375K · 12K shares
$373K · 3K shares
$372K · 2K shares
$371K · 3K shares
$371K · 8K shares
$369K · 2K shares
$368K · 2K shares
$367K · 19K shares
$362K · 15K shares
$362K · 3K shares
$357K · 17K shares
$355K · 766 shares
$351K · 12K shares
$346K · 25K shares
$346K · 2K shares
$345K · 3K shares
$344K · 16K shares
$342K · 979 shares
$337K · 25K shares
$337K · 1K shares
$335K · 7K shares
$329K · 11K shares
$329K · 9K shares
$326K · 16K shares
$326K · 2K shares
$323K · 2K shares
$323K · 21K shares
$321K · 3K shares
$315K · 4K shares
$311K · 3K shares
$310K · 8K shares
$309K · 839 shares
$308K · 8K shares
$304K · 3K shares
$302K · 2K shares
$298K · 2K shares
$297K · 6K shares
$293K · 3K shares
$289K · 4K shares
$287K · 11K shares
$285K · 3K shares
$284K · 3K shares
$279K · 2K shares
$276K · 2K shares
$275K · 416 shares
$268K · 2K shares
$267K · 7K shares
$265K · 2K shares
$261K · 2K shares
$259K · 3K shares
$257K · 2K shares
$254K · 4K shares
$252K · 7K shares
$252K · 1K shares
$251K · 446 shares
$246K · 3K shares
$245K · 3K shares
$245K · 9K shares
$243K · 10K shares
$242K · 9K shares
$239K · 2K shares
$239K · 954 shares
$238K · 1K shares
$236K · 18K shares
$232K · 3K shares
$231K · 545 shares
$229K · 4K shares
$226K · 3K shares
$225K · 4K shares
$224K · 2K shares
$223K · 1K shares
$222K · 491 shares
$222K · 2K shares
$221K · 960 shares
$220K · 2K shares
$219K · 3K shares
$216K · 3K shares
$215K · 4K shares
$212K · 3K shares
$212K · 2K shares
$212K · 5K shares
$211K · 3K shares
$210K · 4K shares
$208K · 674 shares
$207K · 14K shares
$207K · 631 shares
$206K · 18K shares
$204K · 1K shares
$203K · 1K shares
$201K · 2K shares
$193K · 10K shares
$193K · 10K shares
$182K · 13K shares
$181K · 29K shares
$158K · 10K shares
$155K · 11K shares
$149K · 10K shares
$144K · 28K shares
$135K · 14K shares
$121K · 10K shares
$104K · 10K shares
$103K · 11K shares
$92K · 37K shares
$89K · 18K shares
$79K · 13K shares
$78K · 12K shares
$70K · 17K shares
$54K · 11K shares
$47K · 16K shares
$40K · 16K shares
$35K · 12K shares
$24K · 15K shares
$18K · 15K shares
$13K · 10K shares
$13K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 234 | $733.5M | 78.0% |
| Technology | 38 | $81.2M | 8.6% |
| Unknown | 21 | $50.1M | 5.3% |
| Communication Services | 7 | $19.7M | 2.1% |
| Healthcare | 17 | $19.1M | 2.0% |
| Consumer Cyclical | 7 | $11.9M | 1.3% |
| Industrials | 15 | $8.0M | 0.9% |
| Consumer Defensive | 9 | $6.6M | 0.7% |
| Utilities | 8 | $4.6M | 0.5% |
| Energy | 5 | $3.9M | 0.4% |
| Real Estate | 4 | $1.1M | 0.1% |
| Basic Materials | 1 | $231K | 0.0% |