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CIK: 0001819476
Total reported value
$1.1B
$1.1B
316 檔
16.8%
During the Q2 2025 filing period, Onyx Bridge Wealth Group LLC (CIK: 0001819476) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 316 reported positions.
In Q2 2025, Onyx Bridge Wealth Group LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.04% | -3.70% | +13.15% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -0.84% | +30.99% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.60% | +4.30% | -0.71% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.91% | -0.22% | -40.38% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.38% | -0.11% | -2.82% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.35% | -0.33% | +4.71% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.16% | -0.13% | -2.65% | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.00% | -0.57% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | -1.13% | -50.67% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.87% | -0.04% | +12.86% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.86% | -0.08% | +3.06% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.84% | +0.14% | +179.62% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.65% | -1.15% | +21.20% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.50% | -0.01% | +3764.80% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.49% | -1.15% | +1635.01% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.49% | -0.07% | +108.22% | |
| 17 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.42% | -0.22% | +87.31% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.39% | -0.12% | -23.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | -0.03% | -1.63% | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.31% | -0.02% | +124.93% | |
| 21 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.30% | -0.11% | +5.43% | |
| 22 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.27% | -0.16% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.02% | -2.87% | |
| 24 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 1.14% | +0.10% | +16.01% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.11% | — | — | |
| 26 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 1.08% | -0.05% | -3.71% | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.08% | +0.93% | -37.49% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.06% | -0.10% | -37.57% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.11% | +0.15% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.95% | -0.01% | +1.70% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.82% | — | +2439.88% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | -0.04% | -2.47% | |
| 33 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.78% | -1.05% | EXIT | |
| 34 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.76% | -0.07% | -0.57% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.15% | +4.65% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.68% | -0.04% | -20.33% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.10% | -3.77% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.64% | -0.03% | +22.56% | |
| 39 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.63% | — | -29.53% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.04% | +3.77% | |
| 41 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.62% | -0.21% | -0.64% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.04% | +1.82% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.56% | -0.05% | -1.77% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | — | -1.72% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | -0.81% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +0.70% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.08% | +15.31% | |
| 48 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.50% | -0.32% | — | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.05% | +8.99% | |
| 50 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.46% | -0.04% | -0.52% |
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 316 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, QQQ) accounted for 16.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
WTV
市值: $15.1M
Top Position Liquidated / Trimmed
NOCT
前期市值: $4.1M
During Q2 2025, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (12.0%)、AGG (3.8%)、QQQ (3.6%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q2 2025, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 18 holdings, and fully liquidating 2 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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