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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 QQQ, IVV, XLK, XLE, SPMO, and represent 25.13% of Onyx Bridge Wealth Group's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$45M), XLE (+$39M), SPMO (+$33M), XLK (+$26M), TMB (+$16M), IJK (+$12M), VUG (+$11M), SPHY (+$11M), IGIB (+$9.6M), EWT (+$6.2M).
Started 38 new stock positions in SPCX, PRU, AMAT, VNQ, RSPA, ARTY, SMH, BTCS, IWN, LRCX.
Reduced shares in these 10 stocks: IVV (-$36M), XLI (-$12M), XLU (-$11M), JPIB (-$10M), XLC (-$10M), VWOB (-$9.8M), IGLB (-$9.7M), AGG (-$6.6M), FLXR (-$6.2M), WTV.
Sold out of its positions in AGD, D, XOVR, ACYN, XDEC, GSK, SIL, Honeywell International, INTU, EEMV. IGLB, SLV, EWJ, EWI, JPIB, JGRO, RODM, NOK, CMDT, SHEL, FEZ, NOW.
Onyx Bridge Wealth Group was a net buyer of stock by $110M.
Onyx Bridge Wealth Group has $1.1B in assets under management (AUM), dropping by 19.48%.
Central Index Key (CIK): 0001819476

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Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 389 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.5	$83M	+121%	113k	736.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.8	$75M	-32%	101k	748.89	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	4.2	$47M	+120%	246k	190.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	3.6	$40M	+3756%	750k	53.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.1	$34M	+2712%	213k	161.54	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	3.0	$33M	+8%	668k	49.30	View chart
Apple (AAPL)	2.4	$27M		94k	289.36	View chart
NVIDIA Corporation (NVDA)	1.9	$21M	+3%	103k	200.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$19M		80k	236.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.5	$17M	+17%	365k	46.81	View chart
Wisdomtree Tr Us Value Fd (WTV)	1.5	$17M	-19%	165k	101.72	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.5	$16M	+3%	437k	37.56	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$16M	+240%	188k	86.14	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.4	$16M	NEW	627k	25.35	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$15M	+39%	305k	49.57	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.2	$14M	-4%	113k	121.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.1	$12M	NEW	106k	117.50	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.1	$12M	+378%	228k	53.17	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	1.1	$12M	-5%	292k	41.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$12M		32k	370.04	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.0	$12M	+934%	496k	23.44	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.0	$12M		423k	27.33	View chart
Proshares Tr Large Cap Cre (CSM)	0.9	$9.8M		115k	85.22	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.9	$9.6M	+17%	164k	58.91	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.9	$9.5M	+17%	210k	45.07	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.8	$9.1M	-40%	232k	39.21	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$8.8M		122k	72.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$8.6M	-6%	138k	62.20	View chart
Penumbra (PEN)	0.8	$8.4M		27k	315.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$8.3M		80k	103.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$8.1M	-3%	23k	353.32	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$7.7M	-11%	21k	365.88	View chart
Microsoft Corporation (MSFT)	0.7	$7.3M		20k	373.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$7.0M	-48%	71k	98.98	View chart
Amazon (AMZN)	0.6	$6.9M		29k	238.34	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$6.6M	-22%	60k	110.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$6.4M		106k	60.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$6.3M	-4%	40k	158.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$6.2M	+4%	69k	90.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$6.2M	-2%	8.3k	746.77	View chart
Ishares Msci Taiwan Etf (EWT)	0.6	$6.2M	NEW	57k	108.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.6	$6.1M	-5%	103k	59.54	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.5	$6.1M	-30%	33k	184.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$6.1M		20k	302.97	View chart
Ishares Msci Cda Etf (EWC)	0.5	$6.0M	+202%	105k	57.64	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$5.9M	NEW	38k	156.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.9M		17k	357.37	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$5.7M	NEW	28k	201.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$5.6M		176k	31.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$5.5M	+3%	49k	112.88	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$5.1M	+27%	17k	290.62	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.4	$5.0M	+3%	176k	28.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.4	$5.0M	-5%	133k	37.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$5.0M	+2%	81k	61.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$4.9M	-9%	109k	45.52	View chart
Vanguard World Health Car Etf (VHT)	0.4	$4.8M		16k	299.01	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.8M		15k	327.32	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$4.7M		124k	37.99	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$4.6M	+2%	101k	45.64	View chart
Broadcom (AVGO)	0.4	$4.5M	-3%	12k	377.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.4M	-20%	12k	368.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$4.4M	-3%	78k	56.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$4.3M	+3%	34k	124.76	View chart
Micron Technology (MU)	0.4	$4.3M		3.7k	1154.31	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$4.2M	-3%	115k	36.53	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.4	$4.0M	+2%	79k	49.89	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$3.5M	-39%	105k	33.46	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$3.4M	-4%	29k	118.99	View chart
Meta Platforms Cl A (META)	0.3	$3.4M	-2%	6.0k	563.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.4M		4.9k	686.87	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$3.3M		16k	206.18	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.2M	-5%	80k	39.80	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$3.1M	-5%	42k	74.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$3.1M		54k	58.00	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$3.0M	-10%	57k	52.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.3	$3.0M		30k	99.38	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$3.0M	-4%	56k	53.61	View chart
Tesla Motors (TSLA)	0.3	$2.9M	-3%	6.9k	420.60	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.3	$2.9M		73k	40.14	View chart
Marvell Technology (MRVL)	0.3	$2.9M	+11%	9.7k	297.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.8M	+2%	9.2k	303.11	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.2	$2.7M	+297%	82k	33.44	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$2.7M	+30%	66k	41.27	View chart
Merck & Co (MRK)	0.2	$2.6M		21k	128.51	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.6M	-3%	50k	52.60	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.6M		23k	116.67	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.6M	NEW	12k	221.21	View chart
Visa Com Cl A (V)	0.2	$2.6M	+4%	7.5k	343.09	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.2	$2.5M	NEW	92k	26.85	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$2.5M	-44%	42k	58.98	View chart
Eli Lilly & Co. (LLY)	0.2	$2.3M	+26%	1.9k	1199.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.3M		3.0k	763.14	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$2.3M	-80%	34k	67.24	View chart
International Business Machines (IBM)	0.2	$2.3M		8.1k	281.23	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$2.3M		17k	136.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.2M	+8%	4.5k	500.39	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$2.2M		13k	176.98	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.2M	+397%	80k	27.41	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.1M	-13%	81k	26.52	View chart
Eaton Corp SHS (ETN)	0.2	$2.1M	+11%	5.0k	426.12	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$2.1M	-5%	58k	36.00	View chart
Invesco Exch Traded Fd Tr Ii Nasd Fr Cash Etf (QOWZ)	0.2	$2.1M	-48%	62k	33.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M	-19%	30k	68.01	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$2.0M	-2%	33k	60.79	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$2.0M	+139%	71k	28.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.0M	-5%	26k	75.79	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$1.9M		52k	36.52	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$1.9M	-51%	19k	100.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M	-7%	55k	33.84	View chart
Motorola Solutions Com New (MSI)	0.2	$1.8M		4.4k	415.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.8M	+398%	21k	87.91	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.8M		6.8k	264.72	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.8M		3.5k	522.36	View chart
Philip Morris International (PM)	0.2	$1.8M		10k	180.94	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.8M	-87%	9.7k	185.23	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$1.7M	+26%	19k	91.64	View chart
Consolidated Edison (ED)	0.2	$1.7M	+2%	15k	110.63	View chart
Chevron Corporation (CVX)	0.2	$1.7M	-11%	10k	165.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M		12k	136.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M		7.7k	212.77	View chart
Abbvie (ABBV)	0.1	$1.6M	+4%	6.4k	251.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.6M	-28%	32k	50.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.6M		17k	93.92	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	-7%	2.7k	580.91	View chart
Altria (MO)	0.1	$1.5M		22k	71.96	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+5%	6.0k	253.96	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.1	$1.5M	+7%	69k	21.29	View chart
Procter & Gamble Company (PG)	0.1	$1.4M		9.8k	146.64	View chart
Series Portfolios Tr Elm Mar Nav Etf (ELM)	0.1	$1.4M	+190%	46k	29.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M		2.6k	513.55	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.3M	-57%	28k	46.14	View chart
Cisco Systems (CSCO)	0.1	$1.3M		11k	117.46	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.3M		15k	87.88	View chart
Verizon Communications (VZ)	0.1	$1.3M		30k	42.34	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.3M	-88%	12k	107.13	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$1.3M		69k	18.17	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	935.74	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.2M	+6%	2.5k	477.57	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.2M	-11%	23k	51.78	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.1	$1.2M	+117%	41k	29.27	View chart
Pfizer (PFE)	0.1	$1.2M		48k	24.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	+3%	5.2k	217.93	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$1.1M	+52%	37k	30.37	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		9.6k	113.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.1M		29k	36.87	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M	+56%	10k	102.81	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.1M		13k	81.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		14k	74.90	View chart
Carlyle Group (CG)	0.1	$1.1M		25k	42.11	View chart
Ares Capital Corporation (ARCC)	0.1	$1.0M	+3%	57k	18.53	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M	-12%	2.7k	373.68	View chart
Public Service Enterprise (PEG)	0.1	$1.0M		12k	81.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.0M		12k	81.06	View chart
Quanta Services (PWR)	0.1	$1.0M		1.4k	720.11	View chart
Golub Capital BDC (GBDC)	0.1	$995k	+4%	77k	12.88	View chart
Goldman Sachs (GS)	0.1	$992k	+9%	981.00	1011.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$982k	-2%	4.1k	242.42	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$970k	-62%	113k	8.56	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$948k	+7%	477.00	1987.38	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$945k	-5%	10k	94.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$942k		11k	85.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$931k	+300%	12k	80.57	View chart
Dell Technologies CL C (DELL)	0.1	$907k		2.1k	431.56	View chart
Managed Portfolio Ser Leuth Core Etf (LCR)	0.1	$906k		23k	39.76	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$902k		17k	51.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$900k	+730%	7.5k	119.52	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$892k	+9%	3.1k	283.83	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$879k		30k	29.32	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$875k	-36%	17k	51.23	View chart
Constellation Energy (CEG)	0.1	$869k		3.5k	248.37	View chart
Home Depot (HD)	0.1	$858k		2.4k	352.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$842k	+2%	1.7k	509.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$841k		15k	56.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$835k		11k	77.11	View chart
Ge Vernova (GEV)	0.1	$834k	-2%	710.00	1175.25	View chart
Netflix (NFLX)	0.1	$830k		12k	71.40	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$826k	+144%	13k	65.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$822k	-26%	2.7k	300.45	View chart
At&t (T)	0.1	$815k	-3%	39k	20.70	View chart
Boeing Company (BA)	0.1	$803k		3.7k	216.47	View chart
Corning Incorporated (GLW)	0.1	$792k	+8%	3.1k	255.47	View chart
United Parcel Svcs CL B (UPS)	0.1	$773k	+2%	7.2k	107.50	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$750k	+5%	41k	18.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Qualcomm (QCOM)	0.1	$748k		4.0k	184.81	View chart
M&T Bank Corporation (MTB)	0.1	$734k		3.1k	238.03	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$723k	-63%	16k	46.77	View chart
Intel Corporation (INTC)	0.1	$720k	-23%	5.2k	139.64	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$718k		74k	9.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$712k		15k	47.44	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$709k	-9%	7.2k	98.29	View chart
Ea Series Trust Asto Us Grow Etf (GQQQ)	0.1	$702k	+5%	19k	36.32	View chart
Walt Disney Company (DIS)	0.1	$699k		7.3k	96.26	View chart
Amgen (AMGN)	0.1	$699k		1.9k	362.14	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$694k	+16%	27k	25.52	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$694k	-49%	17k	41.48	View chart
Bank of America Corporation (BAC)	0.1	$693k	+4%	12k	56.98	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.1	$680k	-3%	6.0k	112.97	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.1	$675k	-8%	26k	25.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$671k	+3%	9.4k	71.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$667k	+4%	2.0k	334.85	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$663k		11k	58.87	View chart
Coca-Cola Company (KO)	0.1	$656k		8.1k	81.27	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$650k		11k	61.32	View chart
Kraft Heinz (KHC)	0.1	$644k	+7%	27k	23.62	View chart
The Alger Etf Trust 35 Etf (ATFV)	0.1	$639k	+25%	15k	41.42	View chart
Uber Technologies (UBER)	0.1	$634k	-10%	8.8k	72.16	View chart
Palo Alto Networks (PANW)	0.1	$629k		1.8k	341.02	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$624k	-7%	7.5k	82.84	View chart
Gilead Sciences (GILD)	0.1	$623k	+7%	4.9k	126.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$619k	-19%	1.8k	342.88	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$616k	-69%	5.4k	114.79	View chart
Union Pacific Corporation (UNP)	0.1	$613k	-4%	2.3k	272.04	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.1	$611k		4.1k	149.81	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$610k	+68%	3.2k	191.76	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$593k	+3%	16k	38.10	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$582k	-95%	13k	45.34	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.1	$578k		2.5k	230.75	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$577k	-67%	11k	53.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$576k	-5%	14k	42.08	View chart
Arista Networks Com Shs (ANET)	0.1	$574k	+12%	3.4k	169.88	View chart
Caterpillar (CAT)	0.1	$570k	+6%	535.00	1065.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$570k		3.5k	164.27	View chart
Deere & Company (DE)	0.1	$568k	+28%	895.00	634.03	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$565k	+3%	12k	47.41	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.1	$561k	-5%	12k	46.18	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$556k	+10%	9.6k	57.89	View chart
Raytheon Technologies Corp (RTX)	0.0	$555k	+130%	2.9k	189.75	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$554k		11k	50.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$549k		5.2k	106.46	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$545k	+20%	6.1k	88.86	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$537k	+72%	6.0k	89.84	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$533k		3.7k	142.39	View chart
PNC Financial Services (PNC)	0.0	$531k		2.2k	246.21	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$525k	-5%	10k	50.39	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$522k	NEW	3.1k	170.86	View chart
Citigroup Com New (C)	0.0	$517k		3.7k	139.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$509k	+31%	9.3k	54.69	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.0	$507k		12k	42.63	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$507k		6.7k	75.45	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$504k		13k	37.74	View chart
Snowflake Com Shs (SNOW)	0.0	$490k	+3%	1.9k	254.50	View chart
Bitmine Immersion Techs Com New (BMNR)	0.0	$486k		37k	13.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$480k		4.1k	117.66	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.0	$480k	+25%	770.00	623.41	View chart
Bristol Myers Squibb (BMY)	0.0	$468k		8.1k	57.62	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$468k		17k	27.88	View chart
Nextera Energy (NEE)	0.0	$465k		5.3k	87.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$464k	+2%	14k	33.29	View chart
Ondas Com New (ONDS)	0.0	$463k	+167%	56k	8.24	View chart
Blackrock (BLK)	0.0	$462k	-3%	481.00	961.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.0	$459k	+3%	9.5k	48.35	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$452k		17k	26.84	View chart
Mamamancini's Holdings (MAMA)	0.0	$446k		25k	17.85	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$442k	+3%	7.9k	55.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$441k		23k	19.61	View chart
Provident Financial Services (PFS)	0.0	$440k		19k	23.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$438k	+3%	3.5k	126.58	View chart
Exelon Corporation (EXC)	0.0	$437k		9.4k	46.62	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.0	$433k	NEW	1.6k	266.69	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$431k	NEW	5.7k	76.16	View chart
Travelers Companies (TRV)	0.0	$429k	+11%	1.3k	330.01	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$428k	-4%	7.6k	56.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$428k		8.5k	50.49	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$418k	+2%	12k	33.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$418k		1.8k	227.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$416k		17k	24.14	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$415k		6.7k	62.11	View chart
Fs Kkr Capital Corp (FSK)	0.0	$411k	-13%	39k	10.51	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$403k	-3%	2.7k	151.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$396k	NEW	603.00	655.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.0	$395k		13k	29.72	View chart
Abbott Laboratories (ABT)	0.0	$390k	+3%	4.3k	90.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$389k		2.1k	188.09	View chart
Iron Mountain (IRM)	0.0	$387k	+2%	3.1k	126.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$385k		2.8k	137.51	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$384k		11k	34.62	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$383k		7.3k	52.68	View chart
Pepsi (PEP)	0.0	$373k	+3%	2.8k	135.40	View chart
Applied Materials (AMAT)	0.0	$373k	NEW	516.00	723.04	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$372k		7.4k	49.99	View chart
Kla Corp Com New (KLAC)	0.0	$372k	NEW	1.2k	301.74	View chart
American Express Company (AXP)	0.0	$369k	+25%	1.1k	338.36	View chart
McDonald's Corporation (MCD)	0.0	$368k	-3%	1.4k	270.37	View chart
Western Digital (WDC)	0.0	$365k	NEW	571.00	639.25	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$363k	NEW	6.4k	56.26	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$359k	-2%	3.1k	117.26	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.0	$356k	+49%	14k	25.13	View chart
Welltower Inc Com reit (WELL)	0.0	$351k		1.5k	226.97	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$346k	+65%	33k	10.35	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$345k	-3%	3.1k	112.07	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$336k		4.3k	77.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$329k		11k	31.10	View chart
Calamos Etf Tr Autoc Growt Etf	0.0	$328k	NEW	12k	27.71	View chart
Oracle Corporation (ORCL)	0.0	$328k	-12%	2.2k	146.56	View chart
Linde SHS (LIN)	0.0	$322k	+13%	620.00	519.20	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$321k		960.00	334.69	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$320k	-10%	15k	20.86	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$319k		22k	14.54	View chart
Lam Research Corp Com New (LRCX)	0.0	$318k	NEW	734.00	433.05	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$316k	-13%	2.9k	107.61	View chart
Williams Companies (WMB)	0.0	$312k	+18%	4.2k	74.34	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$306k		24k	12.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$305k	+92%	5.4k	56.16	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.0	$304k	NEW	5.7k	53.40	View chart
Amplify Etf Tr Cwp Gro Inc Etf (QDVO)	0.0	$304k		10k	29.84	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$297k	-6%	7.2k	41.43	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$294k	-7%	9.2k	31.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$292k		2.8k	103.88	View chart
3M Company (MMM)	0.0	$292k		1.8k	161.92	View chart
Hldgs (UAL)	0.0	$291k	NEW	2.1k	135.99	View chart
Symbotic Class A Com (SYM)	0.0	$291k		6.5k	44.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$285k	-34%	5.9k	48.43	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$282k		6.9k	40.66	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$281k	+16%	4.0k	69.49	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$281k		8.9k	31.70	View chart
Direxion Shares Etf Trust Dail Heal Bu Etf (CURE)	0.0	$280k		2.5k	112.17	View chart
Charles Schwab Corporation (SCHW)	0.0	$279k	-2%	3.0k	92.27	View chart
Marathon Petroleum Corp (MPC)	0.0	$277k	-14%	1.1k	255.57	View chart
M-tron Inds (MPTI)	0.0	$275k	NEW	2.8k	99.15	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.0	$273k	-8%	1.0k	270.73	View chart
Lowe's Companies (LOW)	0.0	$270k	-19%	1.2k	220.54	View chart
UnitedHealth (UNH)	0.0	$270k	NEW	650.00	415.41	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$269k	-32%	2.3k	115.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$269k	-85%	5.3k	50.49	View chart
ConocoPhillips (COP)	0.0	$265k	-3%	2.5k	103.97	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$261k		954.00	273.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$261k		1.7k	156.28	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$259k	NEW	5.3k	49.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$258k	+3%	3.4k	75.51	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$256k		3.9k	66.46	View chart
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)	0.0	$255k	NEW	4.8k	53.35	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.0	$254k		7.0k	36.20	View chart
Marriott Intl Cl A (MAR)	0.0	$251k		677.00	370.87	View chart
Liquidia Corporation Com New (LQDA)	0.0	$248k	NEW	3.1k	79.73	View chart
salesforce (CRM)	0.0	$247k	-16%	1.6k	156.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$244k		2.4k	100.81	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$244k	-46%	5.4k	45.57	View chart
Starbucks Corporation (SBUX)	0.0	$243k		2.4k	102.18	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$241k	-6%	5.8k	41.63	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$237k		3.0k	77.93	View chart
Global X Fds U S Elect Etf (ZAP)	0.0	$234k	NEW	6.8k	34.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$234k	NEW	2.4k	96.43	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$233k	-7%	4.0k	57.66	View chart
Microchip Technology (MCHP)	0.0	$232k	NEW	2.5k	91.22	View chart
Rocket Lab Corp (RKLB)	0.0	$227k	NEW	2.2k	101.65	View chart
FirstEnergy (FE)	0.0	$225k		4.7k	47.54	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.0	$224k		4.9k	45.29	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.0	$223k	NEW	2.1k	106.70	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$222k		4.6k	48.25	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$221k	-13%	2.1k	103.24	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.0	$220k	-4%	11k	20.92	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$217k	NEW	1.8k	122.37	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$216k	+40%	22k	10.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$215k	NEW	1.4k	148.31	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$214k	-12%	431.00	496.73	View chart
Prudential Financial (PRU)	0.0	$213k	NEW	2.0k	107.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$212k	NEW	2.2k	95.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$212k	-5%	2.2k	96.58	View chart
eBay (EBAY)	0.0	$211k	NEW	1.9k	111.75	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$208k	+9%	5.9k	35.22	View chart
Intuitive Surgical Com New (ISRG)	0.0	$207k	+7%	521.00	397.68	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.0	$204k		7.7k	26.52	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$198k	+9%	34k	5.81	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$192k		10k	18.69	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$188k		19k	10.08	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$174k		13k	13.22	View chart
Energy Fuels Com New (UUUU)	0.0	$155k		11k	14.50	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.0	$153k	-10%	16k	9.30	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.0	$148k	NEW	10k	14.71	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$136k		28k	4.84	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$135k		14k	9.37	View chart
Entravision Communications C Cl A (EVC)	0.0	$133k	-15%	10k	13.04	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$117k		37k	3.14	View chart
Nuveen Core Plus Impact Fund Com Ben Int (NPCT)	0.0	$104k		10k	10.13	View chart
Gladstone Ld (LAND)	0.0	$98k		12k	8.53	View chart
Sweetgreen Com Cl A (SG)	0.0	$91k	-4%	10k	8.81	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$79k	+2%	11k	7.56	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$71k		19k	3.67	View chart
Nio Spon Ads (NIO)	0.0	$58k	+6%	12k	5.06	View chart
SIGA Technologies (SIGA)	0.0	$47k		13k	3.64	View chart
Prospect Capital Corporation (PSEC)	0.0	$36k		16k	2.31	View chart
Euro Tech Holdings Shs New (CLWT)	0.0	$32k	+10%	19k	1.71	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$21k	NEW	15k	1.37	View chart
Akebia Therapeutics (AKBA)	0.0	$17k	+2%	15k	1.14	View chart
Geron Corporation (GERN)	0.0	$13k		10k	1.28	View chart
Talphera Com New (TLPH)	0.0	$12k		12k	1.03	View chart
BTCS Com New (BTCS)	0.0	$12k	NEW	11k	1.11	View chart
Humacyte (HUMA)	0.0	$9.0k	NEW	12k	0.78	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 2026 Q2 filed July 23, 2026
Onyx Bridge Wealth Group 2026 Q1 filed April 22, 2026
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

View all past filings

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