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Onyx Bridge Wealth Group

Latest statistics and disclosures from Onyx Bridge Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, QQQ, AAPL, CGDV, WTV, and represent 23.08% of Onyx Bridge Wealth Group's stock portfolio.
Added to shares of these 10 stocks: XLI (+$12M), XLK (+$7.9M), AVUV (+$7.8M), PEN (+$6.7M), XLY (+$6.0M), CGDV (+$5.8M), IGIB (+$5.8M), VMBS (+$5.5M), IGLB (+$5.3M), FLXR.
Started 23 new stock positions in VRTX, MAR, IEFA, OTF, XLV, CGXU, FPAG, FLHY, ASTS, ROE. SCHO, SPMO, PSEC, AOR, BMNR, EWC, ATFV, MUB, MSIF, DTCR, FXH, SMA, NLR.
Reduced shares in these 10 stocks: XLF (-$12M), SCHD (-$10M), SPHY (-$6.6M), IWY (-$5.5M), SHV, JPIB, SPEM, AGG, EWJ, EWQ.
Sold out of its positions in Beyond Meat, FTSM, KNG, GABC, QYLD, AHR, ITW, EWQ, SHY, IWD. IWF, IUSV, GOVT, EWJ, ISCF, TLTW, SMR, GCOW, PAYX, SLYG, TOTL, SBUX, SG, VFH.
Onyx Bridge Wealth Group was a net buyer of stock by $21M.
Onyx Bridge Wealth Group has $940M in assets under management (AUM), dropping by 2.22%.
Central Index Key (CIK): 0001819476

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Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 366 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.9	$112M		164k	684.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$31M		51k	614.31	View chart
Apple (AAPL)	2.8	$26M	-3%	96k	271.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.7	$25M	+29%	583k	43.64	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	2.3	$22M	+3%	237k	93.30	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$20M		41k	487.86	View chart
NVIDIA Corporation (NVDA)	2.0	$19M		100k	186.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$18M		80k	219.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$16M	+94%	112k	143.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$15M	-13%	150k	99.88	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.6	$15M		415k	35.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.4	$13M	-2%	114k	117.72	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.4	$13M	+36%	330k	39.60	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.3	$13M	+1476%	80k	155.12	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.3	$12M	+96%	103k	119.41	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.3	$12M	+5%	309k	38.22	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$12M	-4%	34k	342.97	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.2	$11M	-10%	406k	27.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$11M		33k	335.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$10M	-7%	166k	60.28	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$9.8M	+127%	207k	47.08	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.0	$9.5M	-33%	87k	110.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$9.3M	+515%	92k	101.98	View chart
Proshares Tr Large Cap Cre (CSM)	1.0	$9.3M		116k	79.68	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	1.0	$9.1M	-4%	170k	53.36	View chart
Microsoft Corporation (MSFT)	0.9	$8.9M	-12%	18k	483.61	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.9	$8.7M	-3%	206k	42.48	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$8.6M	-2%	83k	103.56	View chart
Penumbra (PEN)	0.9	$8.3M	+411%	27k	310.91	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.9	$8.2M		83k	98.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$7.7M		122k	63.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$7.4M		24k	313.79	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$7.4M	+30%	110k	67.43	View chart
Spdr Series Trust State Street Spd (DGT)	0.8	$7.3M	+5%	44k	166.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$7.1M	+447%	132k	53.88	View chart
Spdr Series Trust State Street Spd (SPIB)	0.7	$7.0M	-3%	208k	33.81	View chart
Amazon (AMZN)	0.7	$6.7M	-2%	29k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.7	$6.4M		114k	55.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.7	$6.2M		109k	56.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$6.0M	-5%	15k	396.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$5.9M		8.7k	681.88	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.6	$5.9M	+941%	117k	50.45	View chart
Spdr Series Trust State Street Spd (SPTI)	0.6	$5.6M	-3%	194k	28.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$5.6M	+6%	39k	143.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$5.6M		121k	46.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$5.5M	-50%	20k	276.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.3M		17k	313.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$5.1M		20k	252.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$4.9M	+15%	65k	75.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$4.8M	-67%	177k	27.43	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.8M		15k	322.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.5	$4.8M		145k	33.00	View chart
Vanguard World Health Car Etf (VHT)	0.5	$4.7M		17k	287.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$4.6M	+4%	77k	59.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$4.4M	+8%	77k	57.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Free Cash (QOWZ)	0.5	$4.4M	-4%	123k	35.82	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$4.4M	+7%	75k	58.18	View chart
Broadcom (AVGO)	0.5	$4.3M	+4%	13k	346.09	View chart
Spdr Series Trust State Street Spd (BILS)	0.4	$4.1M		42k	99.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$4.1M	+3%	118k	34.26	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$4.0M	+338%	114k	35.33	View chart
Meta Platforms Cl A (META)	0.4	$3.9M		5.9k	660.06	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.8M		21k	177.75	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$3.7M		78k	47.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$3.6M	-76%	66k	54.77	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$3.5M	+11%	97k	36.11	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$3.4M	-12%	32k	106.70	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$3.3M	-3%	63k	52.77	View chart
Tesla Motors (TSLA)	0.3	$3.3M	-7%	7.3k	449.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$3.1M	+60%	60k	50.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$3.0M		30k	102.42	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.0M		87k	35.13	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$2.9M		45k	65.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.8M	-12%	41k	69.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$2.7M	-2%	52k	52.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$2.7M	-15%	83k	32.62	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$2.7M	+108%	62k	43.98	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$2.7M		16k	163.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.6M	+17%	50k	52.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$2.6M	+61%	52k	49.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.6M		4.1k	627.07	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.3	$2.6M	NEW	70k	37.10	View chart
Visa Com Cl A (V)	0.3	$2.5M		7.1k	350.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.3M		9.0k	257.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.2M	+3%	37k	60.81	View chart
International Business Machines (IBM)	0.2	$2.2M		7.4k	296.22	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$2.1M		63k	33.79	View chart
Merck & Co (MRK)	0.2	$2.1M	-5%	20k	105.27	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$2.1M	+9%	17k	126.67	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.1M	+407%	21k	100.38	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$2.1M	-7%	37k	56.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.0M	-14%	4.0k	502.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.0M		16k	121.61	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$2.0M	-77%	83k	23.67	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$1.9M	-4%	52k	36.83	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.9M	-65%	40k	46.81	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$1.9M	-2%	12k	150.72	View chart
Chevron Corporation (CVX)	0.2	$1.9M	+3%	12k	152.42	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.8M		6.8k	269.18	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$1.7M	-68%	36k	48.70	View chart
Golub Capital BDC (GBDC)	0.2	$1.7M	+3%	127k	13.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.7M		3.5k	480.51	View chart
Motorola Solutions Com New (MSI)	0.2	$1.7M	-8%	4.3k	383.32	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	+2%	1.5k	1074.79	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$1.6M	-30%	16k	98.23	View chart
Ishares Msci Cda Etf (EWC)	0.2	$1.6M	NEW	29k	53.93	View chart
Philip Morris International (PM)	0.2	$1.6M		9.7k	160.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.5M	-2%	17k	92.51	View chart
Eaton Corp SHS (ETN)	0.2	$1.5M		4.8k	318.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.5M	-6%	30k	50.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.5M	-17%	56k	26.68	View chart
Ishares Msci Italy Etf (EWI)	0.2	$1.5M	-4%	28k	54.33	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	-46%	2.6k	570.99	View chart
Carlyle Group (CG)	0.2	$1.5M		25k	59.11	View chart
Consolidated Edison (ED)	0.2	$1.5M	+2%	15k	99.32	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$1.5M		42k	34.38	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.2	$1.4M	+11%	56k	25.66	View chart
Ishares Msci Germany Etf (EWG)	0.2	$1.4M		34k	42.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	-4%	12k	120.34	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	-6%	9.9k	143.32	View chart
Abbvie (ABBV)	0.1	$1.4M	+2%	6.1k	228.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M		7.2k	191.56	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$1.3M		33k	40.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M		2.7k	468.76	View chart
Verizon Communications (VZ)	0.1	$1.3M	-4%	31k	40.73	View chart
Altria (MO)	0.1	$1.2M		22k	57.67	View chart
Constellation Energy (CEG)	0.1	$1.2M	+6%	3.5k	353.31	View chart
Pfizer (PFE)	0.1	$1.2M	+2%	48k	24.90	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$1.2M		64k	18.64	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.2M	-2%	15k	80.22	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$1.2M		27k	42.38	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	-3%	5.6k	206.94	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.1	$1.1M	+8%	61k	18.63	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$1.1M	+13%	121k	8.90	View chart
Ares Capital Corporation (ARCC)	0.1	$1.1M	+6%	53k	20.23	View chart
Ssga Active Tr State Street Loo (OBND)	0.1	$1.1M	-7%	41k	26.04	View chart
At&t (T)	0.1	$1.1M	-5%	43k	24.84	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		9.5k	111.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		15k	71.42	View chart
Netflix (NFLX)	0.1	$1.0M	+1024%	11k	93.76	View chart
Micron Technology (MU)	0.1	$1.0M		3.5k	285.38	View chart
Ge Aerospace Com New (GE)	0.1	$982k		3.2k	308.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$965k	+2%	5.1k	191.00	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$959k	-19%	11k	84.65	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$940k		17k	54.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$938k	-7%	3.8k	246.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$914k		4.3k	214.69	View chart
Managed Portfolio Series Leuthold Core Et (LCR)	0.1	$881k		23k	38.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$872k		29k	30.07	View chart
Home Depot (HD)	0.1	$866k	-11%	2.5k	344.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$851k		12k	69.47	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$835k		30k	27.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$834k	+5%	1.1k	753.74	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$833k	+93%	19k	44.71	View chart
Cisco Systems (CSCO)	0.1	$832k		11k	77.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$831k	-2%	2.9k	290.26	View chart
Walt Disney Company (DIS)	0.1	$830k		7.3k	113.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$825k		11k	75.44	View chart
Boeing Company (BA)	0.1	$814k	-9%	3.7k	217.12	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$802k		8.4k	95.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$798k		15k	52.95	View chart
Costco Wholesale Corporation (COST)	0.1	$796k	+9%	923.00	862.37	View chart
United Parcel Service CL B (UPS)	0.1	$792k		8.0k	99.19	View chart
Uber Technologies (UBER)	0.1	$780k	-9%	9.5k	81.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$751k	NEW	28k	27.15	View chart
Fs Kkr Capital Corp (FSK)	0.1	$747k	+3%	50k	14.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$738k	+4%	16k	47.02	View chart
Kraft Heinz (KHC)	0.1	$738k	-7%	30k	24.25	View chart
M&T Bank Corporation (MTB)	0.1	$729k		3.6k	201.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$725k	+9%	11k	66.00	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$721k		7.6k	94.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$721k	+16%	2.4k	303.89	View chart
Lockheed Martin Corporation (LMT)	0.1	$715k		1.5k	483.63	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$713k	+84%	17k	42.69	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$711k		14k	50.47	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$710k	-28%	28k	25.75	View chart
Qualcomm (QCOM)	0.1	$698k		4.1k	171.03	View chart
Marvell Technology (MRVL)	0.1	$690k	+2%	8.1k	84.98	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$686k	-20%	8.6k	79.84	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$680k	+99%	13k	52.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$676k		15k	44.91	View chart
Bristol Myers Squibb (BMY)	0.1	$668k	-8%	12k	53.94	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$667k		74k	9.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$665k	-12%	14k	48.32	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$664k		12k	55.05	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$663k	+17%	14k	47.35	View chart
Goldman Sachs (GS)	0.1	$657k	+11%	748.00	878.81	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$657k	-7%	14k	48.75	View chart
Bank of America Corporation (BAC)	0.1	$650k		12k	55.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$648k	+5%	4.2k	154.13	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$638k	-11%	23k	27.20	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$635k		6.8k	92.80	View chart
Gilead Sciences (GILD)	0.1	$619k	+5%	5.0k	122.74	View chart
Amgen (AMGN)	0.1	$614k	+5%	1.9k	327.35	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$596k	-15%	28k	21.37	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$594k	+9%	32k	18.74	View chart
Advanced Micro Devices (AMD)	0.1	$586k	+2%	2.7k	214.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$583k	+2%	12k	47.85	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$579k	-7%	15k	39.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$579k	NEW	4.8k	119.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$576k	+24%	6.7k	85.77	View chart
Quanta Services (PWR)	0.1	$570k	+4%	1.4k	422.08	View chart
Coca-Cola Company (KO)	0.1	$560k	+6%	8.0k	69.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$560k		2.2k	250.26	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.1	$560k		4.1k	138.15	View chart
salesforce (CRM)	0.1	$552k		2.1k	264.94	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$550k	+114%	2.3k	241.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$549k		8.2k	67.22	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$545k		11k	50.43	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.1	$545k	-26%	13k	41.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$544k		5.1k	106.69	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	0.1	$542k		18k	29.95	View chart
Union Pacific Corporation (UNP)	0.1	$542k	-2%	2.3k	231.36	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$535k		9.9k	53.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$531k		8.5k	62.47	View chart
Blackrock (BLK)	0.1	$528k	+9%	493.00	1070.94	View chart
Abbott Laboratories (ABT)	0.1	$523k		4.2k	125.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$517k	-5%	12k	44.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$514k	+29%	3.5k	148.69	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$496k		8.7k	57.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$491k	+25%	9.9k	49.65	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$486k	+8%	15k	31.46	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$485k	-9%	7.2k	67.64	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$483k		3.7k	128.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$479k		24k	19.74	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$474k	-2%	9.5k	49.86	View chart
Ge Vernova (GEV)	0.0	$469k		718.00	653.73	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$468k		11k	44.17	View chart
Intel Corporation (INTC)	0.0	$466k		13k	36.90	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$464k	+5%	13k	34.76	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.0	$464k	NEW	15k	30.95	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$463k	-6%	10k	44.59	View chart
PNC Financial Services (PNC)	0.0	$454k	+2%	2.2k	208.72	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$452k	+7%	7.0k	64.39	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$442k		414.00	1068.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$437k	-8%	9.2k	47.72	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.0	$435k	NEW	12k	35.27	View chart
Citigroup Com New (C)	0.0	$432k		3.7k	116.69	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$432k		17k	25.81	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$428k	+27%	9.0k	47.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$420k	NEW	17k	24.37	View chart
Exelon Corporation (EXC)	0.0	$409k		9.4k	43.59	View chart
McDonald's Corporation (MCD)	0.0	$408k		1.3k	305.56	View chart
Nextera Energy (NEE)	0.0	$402k	+24%	5.0k	80.29	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.0	$400k	-14%	9.5k	42.10	View chart
Symbotic Class A Com (SYM)	0.0	$390k		6.6k	59.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$390k		1.8k	212.09	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$389k	NEW	3.6k	107.11	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$376k	NEW	5.2k	72.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$376k		13k	28.24	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$375k	-8%	12k	31.68	View chart
Pepsi (PEP)	0.0	$374k	-14%	2.6k	143.52	View chart
Servicenow (NOW)	0.0	$373k	+359%	2.4k	153.19	View chart
Duke Energy Corp Com New (DUK)	0.0	$372k		3.2k	117.23	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.0	$372k	-76%	8.1k	46.13	View chart
Lowe's Companies (LOW)	0.0	$370k	-2%	1.5k	241.22	View chart
Snowflake Com Shs (SNOW)	0.0	$369k	-8%	1.7k	219.36	View chart
Provident Financial Services (PFS)	0.0	$367k		19k	19.75	View chart
Arista Networks Com Shs (ANET)	0.0	$363k	+8%	2.8k	131.03	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$363k	NEW	15k	24.41	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$357k	-14%	17k	21.23	View chart
Deere & Company (DE)	0.0	$357k		766.00	465.73	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.0	$352k	+5%	12k	29.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$347k	-28%	2.1k	167.94	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$347k		25k	13.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$345k	-2%	2.8k	123.26	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$345k	NEW	16k	21.10	View chart
Adobe Systems Incorporated (ADBE)	0.0	$343k	-10%	979.00	349.99	View chart
Travelers Companies (TRV)	0.0	$338k		1.2k	290.05	View chart
Mamamancini's Holdings (MAMA)	0.0	$337k		25k	13.49	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$335k		7.4k	45.05	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$329k	NEW	11k	29.55	View chart
The Alger Etf Trust 35 Etf (ATFV)	0.0	$329k	NEW	9.4k	34.87	View chart
Palo Alto Networks (PANW)	0.0	$327k		1.8k	184.20	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$326k	+7%	16k	20.14	View chart
Oracle Corporation (ORCL)	0.0	$324k	-15%	1.7k	194.96	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$324k		21k	15.34	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$322k	-17%	2.8k	116.40	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$315k	-7%	4.3k	72.62	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$311k		3.4k	92.43	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$311k	-10%	7.9k	39.45	View chart
American Express Company (AXP)	0.0	$310k	-3%	839.00	370.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$308k		7.5k	40.92	View chart
Charles Schwab Corporation (SCHW)	0.0	$306k		3.1k	99.91	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$303k	+7%	1.9k	162.02	View chart
3M Company (MMM)	0.0	$298k	+2%	1.9k	160.12	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$297k	-9%	6.3k	46.86	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.0	$294k	+7%	2.5k	117.51	View chart
Public Service Enterprise (PEG)	0.0	$290k	+14%	3.6k	80.30	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$288k		11k	27.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$286k	-13%	3.0k	96.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$284k		3.2k	89.43	View chart
Welltower Inc Com reit (WELL)	0.0	$281k		1.5k	185.61	View chart
Direxion Shs Etf Tr Healthcare Bul (CURE)	0.0	$276k		2.5k	111.56	View chart
Intuit (INTU)	0.0	$276k		416.00	662.66	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$269k	NEW	2.2k	124.19	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.0	$268k		7.4k	36.11	View chart
Dell Technologies CL C (DELL)	0.0	$266k		2.1k	125.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$261k		1.9k	141.14	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$259k	+10%	2.8k	91.37	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$257k	+17%	1.7k	153.02	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$255k		3.7k	68.36	View chart
Honeywell International (HON)	0.0	$253k	+18%	1.3k	195.06	View chart
Intuitive Surgical Com New (ISRG)	0.0	$253k	-5%	446.00	566.36	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$252k	-8%	6.5k	38.68	View chart
ConocoPhillips (COP)	0.0	$246k	-4%	2.6k	93.59	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$246k	+4%	8.9k	27.59	View chart
Iron Mountain (IRM)	0.0	$246k	-3%	3.0k	83.09	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.0	$244k		9.6k	25.30	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$243k	-7%	8.9k	27.31	View chart
Hldgs (UAL)	0.0	$240k		2.1k	111.82	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$240k		954.00	251.17	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$238k		1.1k	220.58	View chart
Msc Income Fund (MSIF)	0.0	$236k	NEW	18k	13.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$233k	+14%	2.6k	88.49	View chart
Linde SHS (LIN)	0.0	$232k		545.00	426.30	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$230k		4.0k	56.96	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$226k	NEW	3.5k	65.01	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$226k		4.0k	56.26	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$224k	+2%	2.5k	91.39	View chart
Raytheon Technologies Corp (RTX)	0.0	$224k	-6%	1.2k	183.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$223k	NEW	491.00	453.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$222k	NEW	2.5k	89.45	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$221k		960.00	230.21	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$221k	+5%	2.1k	104.07	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$220k	-10%	3.0k	72.27	View chart
Dominion Resources (D)	0.0	$217k	+2%	3.7k	58.59	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$217k	-6%	3.0k	71.45	View chart
FirstEnergy (FE)	0.0	$213k		4.8k	44.77	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$213k	-2%	3.3k	64.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$212k	+4%	2.1k	100.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$212k		2.5k	84.65	View chart
Williams Companies (WMB)	0.0	$211k		3.5k	60.11	View chart
Marriott Intl Cl A (MAR)	0.0	$209k	NEW	674.00	310.17	View chart
UnitedHealth (UNH)	0.0	$208k	-7%	631.00	330.09	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$207k		14k	14.94	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$207k		18k	11.44	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$204k	NEW	1.3k	154.78	View chart
Marathon Petroleum Corp (MPC)	0.0	$204k	+4%	1.3k	162.69	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$202k	NEW	1.8k	113.85	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$193k		10k	18.94	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$193k		10k	19.33	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$182k		13k	13.84	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$182k		29k	6.28	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$159k		10k	15.86	View chart
Energy Fuels Com New (UUUU)	0.0	$155k		11k	14.54	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$150k	NEW	10k	14.54	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$145k		28k	5.16	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$135k		14k	9.91	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.0	$121k		10k	11.66	View chart
Nuveen Core Plus Impact Fund Com Ben Int (NPCT)	0.0	$105k		10k	10.18	View chart
Gladstone Ld (LAND)	0.0	$104k		11k	9.15	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$92k		37k	2.47	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.0	$89k		18k	4.85	View chart
SIGA Technologies (SIGA)	0.0	$79k		13k	6.11	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$78k	-16%	12k	6.47	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$70k		17k	4.09	View chart
Nio Spon Ads (NIO)	0.0	$55k		11k	5.10	View chart
Grupo Televisa S A B Spon Adr Rep Ord (TV)	0.0	$47k		16k	2.91	View chart
Prospect Capital Corporation (PSEC)	0.0	$41k	NEW	16k	2.59	View chart
Entravision Communications C Cl A (EVC)	0.0	$35k		12k	2.93	View chart
Akebia Therapeutics (AKBA)	0.0	$24k		15k	1.61	View chart
Euro Tech Holdings Shs New (CLWT)	0.0	$18k		15k	1.20	View chart
Geron Corporation (GERN)	0.0	$13k		10k	1.32	View chart
Talphera Com New (TLPH)	0.0	$13k		12k	1.14	View chart

Past Filings by Onyx Bridge Wealth Group

SEC 13F filings are viewable for Onyx Bridge Wealth Group going back to 2020

Onyx Bridge Wealth Group 2025 Q4 filed Feb. 18, 2026
Onyx Bridge Wealth Group 2025 Q3 filed Nov. 6, 2025
Onyx Bridge Wealth Group 2025 Q2 filed July 30, 2025
Onyx Bridge Wealth Group 2025 Q1 filed April 29, 2025
Onyx Bridge Wealth Group 2024 Q4 filed Jan. 27, 2025
Onyx Bridge Wealth Group 2024 Q3 filed Oct. 17, 2024
Onyx Bridge Wealth Group 2024 Q2 filed July 22, 2024
Onyx Bridge Wealth Group 2024 Q1 filed April 29, 2024
Onyx Bridge Wealth Group 2023 Q4 filed Jan. 31, 2024
Onyx Bridge Wealth Group 2023 Q3 filed Oct. 16, 2023
Onyx Bridge Wealth Group 2023 Q2 filed July 25, 2023
Onyx Bridge Wealth Group 2023 Q1 filed April 10, 2023
Onyx Bridge Wealth Group 2022 Q4 filed Jan. 11, 2023
Onyx Bridge Wealth Group 2022 Q3 filed Oct. 13, 2022
Onyx Bridge Wealth Group 2022 Q2 filed July 25, 2022
Onyx Bridge Wealth Group 2022 Q1 filed May 9, 2022

View all past filings

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