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CIK: 0001819476
Total reported value
$1.1B
$1.1B
367 檔
18.6%
At the close of Q3 2025, Onyx Bridge Wealth Group LLC disclosed equity holdings valued at approximately $1.1B, spread across 367 reported holdings.
In Q3 2025, Onyx Bridge Wealth Group LLC displayed an active expansion posture, initiating 15 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.98% | -3.70% | +12.32% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.32% | +4.30% | +3.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.11% | +12.98% | |
| 4 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.27% | -0.57% | +30.96% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.09% | -1.13% | +22.20% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.06% | +0.14% | +27.83% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | -0.02% | +82.59% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.90% | -0.84% | -39.36% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.87% | -0.13% | -0.27% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.77% | +2.62% | +321.38% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.66% | -0.04% | +5.05% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.60% | -0.08% | +1.64% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.57% | -0.33% | -19.04% | |
| 14 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.53% | -0.16% | +42.60% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.51% | -1.15% | +1.64% | |
| 16 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.36% | -0.22% | +15.86% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.36% | -0.01% | -0.41% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.27% | -0.12% | +1.36% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.20% | -0.11% | +4.72% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.11% | +38.60% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.18% | +0.09% | +1298.59% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.03% | -1.08% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.12% | -0.22% | -54.89% | |
| 24 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.05% | -0.82% | — | |
| 25 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 1.00% | +0.10% | -0.11% | |
| 26 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.97% | -0.05% | +0.52% | |
| 27 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.97% | +0.08% | +3722.16% | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.94% | +0.93% | +5.94% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.91% | -0.10% | -0.80% | |
| 30 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.89% | -0.06% | +246.51% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.82% | -0.01% | +0.55% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.80% | -0.31% | — | |
| 33 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.73% | -0.32% | +65.76% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.04% | +9.19% | |
| 35 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.68% | -0.09% | — | |
| 36 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.66% | -0.07% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.04% | +17.01% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | — | +3.23% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.63% | -0.07% | -48.53% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.31% | +137.59% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.61% | -1.06% | +2094.48% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.61% | -0.15% | -1.62% | |
| 43 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.60% | -1.09% | EXIT | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | -0.02% | +286.79% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.10% | +0.50% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.04% | +3.54% | |
| 47 | QOWZ | Invesco Naq Free Ch Fl A ETF | ETF-Other | 0.51% | -0.21% | -2.23% | |
| 48 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.51% | -0.06% | +39.84% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.03% | +4.75% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | -0.26% | — |
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 367 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, AAPL) accounted for 18.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
WTV
市值: $20.9M
Top Position Liquidated / Trimmed
BKLN
前期市值: $11.0M
During Q3 2025, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (12.0%)、QQQ (3.3%)、AAPL (2.8%). The largest single position, IVV, represented 12.0% of total portfolio value.
In Q3 2025, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 3 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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