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CIK: 0001819476
Total reported value
$1.1B
$1.1B
389 檔
24.5%
According to the latest 13F quarterly dataset, Onyx Bridge Wealth Group LLC managed an equity portfolio of $1.1B at the end of Q2 2026, spanning 389 distinct U.S. exchange-listed positions.
In Q2 2026, Onyx Bridge Wealth Group LLC displayed an active expansion posture, initiating 34 new positions and adding to 77 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 389 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.46% | -4.23% | +121.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.77% | -0.89% | -32.55% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.22% | -3.67% | +120.56% | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 3.58% | -0.81% | +3756.56% | |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.10% | -2.94% | +2712.03% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.96% | -0.02% | +8.36% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.29% | +0.39% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.28% | +3.42% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.71% | -0.07% | +0.57% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.54% | +0.31% | +17.30% | |
| 11 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.51% | -0.28% | -19.10% | |
| 12 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.48% | -0.09% | +3.15% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.46% | +0.69% | +240.83% | |
| 14 | TMB | Thornburg Multi Sector B ETF | ETF-Other | 1.43% | +0.73% | — | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.36% | +0.50% | +39.35% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.23% | +0.39% | -4.77% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.12% | -1.12% | EXIT | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.09% | -0.84% | +378.42% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.08% | — | -5.94% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.01% | +0.19% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.05% | -0.72% | +934.06% | |
| 22 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.04% | -0.05% | -1.50% | |
| 23 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.88% | -0.01% | -0.12% | |
| 24 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.87% | -0.16% | +17.46% | |
| 25 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.85% | -0.13% | +17.71% | |
| 26 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.82% | -0.20% | -40.34% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.80% | +0.01% | -0.76% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.77% | +0.02% | -6.63% | |
| 29 | PEN | Penumbra Inc | Stock-Healthcare | 0.76% | -0.01% | — | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.74% | -0.02% | -1.54% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.01% | -3.38% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.69% | +0.08% | -11.74% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +0.22% | +1.37% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.30% | -48.44% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.29% | -0.86% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.19% | -22.67% | |
| 37 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.58% | -0.04% | -1.87% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | +1.99% | -4.85% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | +4.42% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.01% | -2.08% | |
| 41 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.55% | -0.11% | — | |
| 42 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.55% | -0.02% | -5.79% | |
| 43 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.55% | +0.15% | -30.74% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | -0.01% | +0.27% | |
| 45 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.54% | -0.13% | +202.65% | |
| 46 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.01% | -0.77% | |
| 48 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.51% | -0.51% | EXIT | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | +0.01% | +0.70% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.50% | +0.31% | +3.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +4.3% | +121.09% | Add |
| 2 | XLE | Ss Energy Select Sector | +3.5% | +3756.56% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +3% | +2712.03% | Add |
| 4 | XLK | Ss Technology Select Sector | +2.6% | +120.56% | Add |
| 5 | TMB | Thornburg Multi Sector B ETF | +1.4% | NEW | New buy |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | +1.1% | NEW | New buy |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.9% | +934.06% | Add |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | +0.8% | +378.42% | Add |
| 9 | EWT | Ishares Msci Taiwan ETF | +0.6% | NEW | New buy |
| 10 | ACWI | Ishares Msci Acwi ETF | +0.5% | NEW | New buy |
| 11 | EWY | Ishares Msci South Korea ETF | +0.5% | NEW | New buy |
| 12 | EWC | Ishares Msci Canada ETF | +0.3% | +202.65% | Add |
| 13 | MU | Micron Technology Inc | +0.2% | -1.13% | Trim |
| 14 | IWN | Ishares Russell 2000 Value E | +0.2% | NEW | New buy |
| 15 | CAIQ | Calamos Nasdaq Autocall ETF | +0.2% | NEW | New buy |
| 16 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +39.35% | Add |
| 17 | ENDW | Cambria Endowment Style ETF | +0.2% | +297.18% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.2% | +11.64% | Add |
| 19 | CGDV | Cap Group Dividend Value | +0.1% | +8.36% | Add |
| 20 | FFLC | Fidelity Fndmntl L/c Cor ETF | +0.1% | +17.46% | Add |
| 21 | IWY | Ishares Russell Top 200 Grow | +0.1% | +27.70% | Add |
| 22 | IALT | Ishrs Sys Alt Act ETF | +0.1% | +139.10% | Add |
| 23 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +17.71% | Add |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.30% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | -7.58% | Trim |
| 26 | ALAI | Alger Ai Enable & Adopt ETF | +0.1% | +2.05% | Add |
| 27 | CNEQ | Alger Concentrated Eqty ETF | +0.1% | +30.08% | Add |
| 28 | ELM | Elm Market Navigator ETF | +0.1% | +190.77% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +26.07% | Add |
| 30 | ALLW | State Street Brgwtr All Wthr | +0.1% | +117.10% | Add |
| 31 | ✓ | +0.1% | NEW | New buy | |
| 32 | QQQM | Invesco Nasdaq 100 ETF | 0% | +0.27% | Add |
| 33 | DELL | Dell Technologies -c | 0% | +1.55% | Add |
| 34 | DTCR | Global X Data Center & Digit | 0% | +52.96% | Add |
| 35 | IUS | Invesco Rafi Strategic US Et | 0% | +144.44% | Add |
| 36 | TQQQ | Proshares Ultrapro Qqq | 0% | +0.93% | Add |
| 37 | SOXL | Direx Dail Semi Bu 3x Et-usd | 0% | NEW | New buy |
| 38 | ARTY | Ishares Future Ai & Tech ETF | 0% | NEW | New buy |
| 39 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 40 | CSCO | Cisco Systems Inc | 0% | -0.09% | Trim |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +56.49% | Add |
| 42 | INTC | Intel CORP | 0% | -23.46% | Trim |
| 43 | GLW | Corning Inc | 0% | +8.66% | Add |
| 44 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 45 | KLAC | Kla CORP | 0% | NEW | New buy |
| 46 | WDC | Western Digital CORP | 0% | NEW | New buy |
| 47 | ROBT | First Trust Nasdaq Artificia | 0% | NEW | New buy |
| 48 | TECL | Dire Dai Tec Bull 3x Etf-usd | 0% | +0.08% | Add |
| 49 | ASML | ASML Holding N.V. | 0% | +7.19% | Add |
| 50 | PANW | Palo Alto Networks Inc | 0% | +1.10% | Add |
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 389 disclosed positions in Q2 2026.
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 QQQ, IVV, XLK) accounted for 24.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
TMB
市值: $15.9M
Top Position Liquidated / Trimmed
JPIB
前期市值: $10.2M
During Q2 2026, Onyx Bridge Wealth Group LLC's top holdings by market value included QQQ (7.5%)、IVV (6.8%)、XLK (4.2%). The largest single position, QQQ, represented 7.5% of total portfolio value.
In Q2 2026, Onyx Bridge Wealth Group LLC made 199 total portfolio adjustments, initiating 34 new buys, adding to 77 positions, trimming 68 holdings, and fully liquidating 20 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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