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CIK: 0001819476
Total reported value
$1.1B
$1.1B
273 檔
15.0%
At the close of Q2 2024, Onyx Bridge Wealth Group LLC disclosed equity holdings valued at approximately $1.1B, spread across 273 reported holdings.
During Q2 2024, Onyx Bridge Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.57% | -3.70% | +6.15% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.40% | -0.22% | +5.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.01% | +4.30% | +1.72% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.11% | +0.80% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.15% | -0.84% | -0.87% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.82% | -0.33% | +1.45% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.58% | -1.13% | -25.04% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.52% | +2.62% | +7.28% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.45% | -0.13% | +0.07% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.12% | -0.04% | +9.36% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.95% | -0.10% | +0.95% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.91% | -1.15% | +7.46% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.77% | +3.45% | +13.17% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.66% | -0.08% | +15.48% | |
| 15 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.48% | -0.01% | +36.76% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | -0.03% | -0.02% | |
| 17 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 1.35% | -0.01% | -1.07% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.34% | -0.04% | -2.34% | |
| 19 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.26% | -0.05% | -0.03% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.21% | -0.02% | +111.17% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.02% | +931.49% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.11% | +1.11% | |
| 23 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.04% | -0.03% | +0.38% | |
| 24 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.94% | -0.20% | EXIT | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | -0.01% | +11.66% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.93% | -0.15% | +51.46% | |
| 27 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.92% | -0.20% | +426.25% | |
| 28 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.88% | -0.07% | -0.20% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.04% | +2.29% | |
| 30 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.82% | — | +7.69% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.82% | -0.11% | +34.90% | |
| 32 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.76% | -0.19% | EXIT | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.72% | — | +4.90% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | — | +0.53% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.70% | -1.06% | +4.55% | |
| 36 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.70% | -0.06% | — | |
| 37 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.69% | -0.04% | -33.24% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.69% | — | +4.58% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | -5.69% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.55% | -0.05% | +1.25% | |
| 41 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.52% | — | +1.87% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.52% | +0.04% | +17.39% | |
| 43 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.51% | — | -0.36% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.10% | +4.17% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.47% | -0.04% | +9.13% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | -0.05% | -0.05% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.03% | -3.00% | |
| 48 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.44% | — | +1.45% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.01% | +0.31% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.08% | +1.56% |
According to official SEC Form 13F filings, Onyx Bridge Wealth Group LLC reported a total U.S. public equity portfolio value of $1.1B across 273 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, COWZ, QQQ) accounted for 15.0% of total reported equity market value during Q2 2024.
During Q2 2024, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (12.6%)、COWZ (4.4%)、QQQ (4.0%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q2 2024, Onyx Bridge Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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