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CIK: 0001819476
Total reported value
$1.1B
$1.1B
373 檔
18.1%
The Q1 2026 SEC filing reveals that Onyx Bridge Wealth Group LLC held a total portfolio value of $1.1B, covering 373 public equity positions.
Onyx Bridge Wealth Group LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 17 holdings and trimming 78 positions.
Showing top 200 holdings (of 373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.47% | -3.70% | -8.89% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.16% | +4.30% | -0.11% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 2.82% | +0.14% | +5.79% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.59% | -1.13% | +35.93% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.55% | -0.11% | -3.01% | |
| 6 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.08% | -0.57% | -13.62% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.02% | -0.50% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | -0.13% | +0.01% | |
| 9 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.64% | -0.82% | +17.73% | |
| 10 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.64% | -0.16% | +2.30% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.60% | +2.62% | -0.64% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.57% | -0.03% | +50.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.47% | -0.84% | -8.45% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.31% | -1.15% | -6.48% | |
| 15 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.29% | -0.06% | +42.57% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.29% | -1.24% | +1465.61% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.27% | -1.06% | +63.29% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.26% | -1.15% | -6.61% | |
| 19 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.26% | -0.22% | +5.62% | |
| 20 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.19% | -0.11% | +0.21% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.17% | +0.19% | +318.78% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | -0.03% | -0.65% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.09% | -1.09% | EXIT | |
| 24 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.05% | -1.05% | EXIT | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.99% | -0.22% | -11.12% | |
| 26 | PEN | Penumbra Inc | Stock-Healthcare | 0.94% | -0.18% | -0.19% | |
| 27 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.93% | -0.05% | -1.11% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.33% | -10.52% | |
| 29 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.87% | -0.32% | +9.14% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.84% | -0.10% | -2.73% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.81% | -0.12% | -28.96% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.81% | -0.01% | +1.24% | |
| 33 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.77% | +0.08% | -13.17% | |
| 34 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.77% | +0.10% | -17.90% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.11% | +4.69% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | — | -0.32% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.31% | -0.71% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.10% | +7.07% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.04% | +1.21% | |
| 40 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.65% | -0.07% | -1.02% | |
| 41 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.64% | -0.09% | -4.14% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.63% | -0.31% | -16.68% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | -3.30% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.59% | -0.15% | -0.42% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.08% | -1.13% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | +1.32% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.52% | -0.07% | -12.24% | |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.52% | -0.02% | +58.24% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.01% | -2.42% | |
| 50 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.51% | -0.06% | -2.35% |
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 373 disclosed positions in Q1 2026.
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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, QQQ, CGDV) accounted for 18.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EWJ
市值: $1.8M
Top Position Liquidated / Trimmed
EWG
前期市值: $1.4M
During Q1 2026, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (10.5%)、QQQ (3.2%)、CGDV (2.8%). The largest single position, IVV, represented 10.5% of total portfolio value.
In Q1 2026, Onyx Bridge Wealth Group LLC made 198 total portfolio adjustments, initiating 23 new buys, adding to 80 positions, trimming 78 holdings, and fully liquidating 17 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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