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Onyx Bridge Wealth Group LLC

hedge fundUpdated 3 days ago

Managed by Onyx Bridge Wealth Group Llc • Latest filing Q3 2026

Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$919.8M
Q4 2025$940.2M
Q1 2026$930M
Q2 2026$1.1B
Q3 2026$1.1B

Top holdings

520 positions as of Q3 2026

View filing
E

ISHARES TR

Value
$67M
Shares
87.4K
% Port
5.88%
I

INVESCO EXCHANGE TRADED FD T

Value
$37.4M
Shares
179.9K
% Port
3.29%
Q

INVESCO QQQ TR

Value
$36.8M
Shares
49.8K
% Port
3.23%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$33.5M
Shares
686.4K
% Port
2.94%
S

SELECT SECTOR SPDR TR

Value
$31.9M
Shares
189.5K
% Port
2.80%
S

SELECT SECTOR SPDR TR

Value
$31.5M
Shares
512.8K
% Port
2.77%
A

APPLE INC

Value
$30.9M
Shares
92.9K
% Port
2.71%
V

VANGUARD WHITEHALL FDS

Value
$29.1M
Shares
187.3K
% Port
2.55%
T

THORNBURG ETF TR

Value
$24.6M
Shares
1.00M
% Port
2.16%
V

VANGUARD INDEX FDS

Value
$24.5M
Shares
272.3K
% Port
2.15%
N

NVIDIA CORPORATION

Value
$24M
Shares
104.9K
% Port
2.10%
O

PGIM ETF TR

Value
$21.2M
Shares
429.3K
% Port
1.86%
V

VANGUARD SCOTTSDALE FDS

Value
$21.1M
Shares
474.5K
% Port
1.85%
B

VANGUARD SPECIALIZED FUNDS

Value
$18.6M
Shares
79.8K
% Port
1.64%
E

ISHARES TR

Value
$18.4M
Shares
163.4K
% Port
1.62%
?
16.N/A

VIRTUS ETF TR II

Value
$17.9M
Shares
655.4K
% Port
1.57%
C

CAPITAL GROUP DIVIDEND GROWE

Value
$15.9M
Shares
428.4K
% Port
1.39%
?
18.N/A

T ROWE PRICE EXCHANGE-TRADED

Value
$15.5M
Shares
307.3K
% Port
1.36%
B

WISDOMTREE TR

Value
$14M
Shares
137.1K
% Port
1.23%
T

T ROWE PRICE EXCHANGE-TRADED

Value
$12.3M
Shares
292.1K
% Port
1.08%

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