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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, CGDV, VUG, AAPL, and represent 21.59% of Onyx Bridge Wealth Group's stock portfolio.
Added to shares of these 10 stocks: XLU (+$11M), JPIB (+$8.5M), PULS (+$8.3M), VUG (+$6.4M), VMBS, VWOB, IGLB, ICVT, FLXR, SGOV.
Started 25 new stock positions in AB, IALT, ONDS, XSD, GSK, EMHY, SIL, GLW, ENDW, MGK.
Reduced shares in these 10 stocks: XLY (-$11M), IVV (-$9.5M), AVUV (-$6.4M), IGIB, OEF, WTV, FFLC, IWY, EWG, AGG.
Sold out of its positions in ADBE, OWL, FXH, FLHY, GBTC, TV, EWG, IXUS, MSIF, MUFG. OBND, XLV, SMA, SMFG, UAL, UNH, VNQ, DGRW.
Onyx Bridge Wealth Group was a net buyer of stock by $16M.
Onyx Bridge Wealth Group has $930M in assets under management (AUM), dropping by -1.08%.
Central Index Key (CIK): 0001819476

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Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 373 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.5	$97M	-8%	149k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$29M		51k	577.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.8	$26M	+5%	617k	42.56	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$24M	+35%	55k	436.79	View chart
Apple (AAPL)	2.5	$24M	-3%	93k	253.79	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	2.1	$19M	-13%	204k	94.73	View chart
NVIDIA Corporation (NVDA)	1.9	$17M		100k	174.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$17M		80k	215.06	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.6	$15M	+17%	389k	39.27	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.6	$15M	+2%	424k	35.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$15M		112k	132.90	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$15M	+50%	312k	46.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$14M	-8%	138k	99.27	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.3	$12M	-6%	75k	161.73	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.3	$12M	+42%	118k	101.79	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.3	$12M	+1465%	261k	45.89	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.3	$12M	+63%	179k	65.69	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.3	$12M	-6%	106k	110.86	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.3	$12M	+5%	429k	27.23	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.2	$11M		310k	35.59	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.2	$11M	+318%	219k	49.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$10M		32k	320.81	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.1	$10M	+495%	213k	47.82	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.0	$9.7M	+67%	196k	49.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$9.2M	-11%	147k	62.56	View chart
Penumbra (PEN)	0.9	$8.8M		27k	328.37	View chart
Proshares Tr Large Cap Cre (CSM)	0.9	$8.6M		115k	74.82	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.9	$8.5M	-10%	77k	110.39	View chart
Spdr Series Trust State Street Spd (DGT)	0.9	$8.1M	+9%	48k	169.55	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$7.8M	-2%	81k	96.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$7.6M	-28%	24k	318.07	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$7.6M		123k	61.32	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.8	$7.2M	-13%	179k	40.14	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.8	$7.1M	-17%	139k	51.28	View chart
Microsoft Corporation (MSFT)	0.8	$7.1M	+4%	19k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$6.8M		24k	286.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$6.5M		15k	430.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$6.2M	+7%	42k	148.10	View chart
Amazon (AMZN)	0.7	$6.1M		29k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$6.0M		108k	55.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.6	$6.0M	-4%	109k	54.72	View chart
Spdr Series Trust State Street Spd (SPIB)	0.6	$5.8M	-16%	174k	33.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$5.5M	-3%	8.4k	650.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$5.5M		120k	45.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$5.4M		175k	30.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$5.0M		66k	75.19	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$4.9M	-12%	170k	28.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$4.9M	+58%	47k	103.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.8M	-2%	17k	287.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.5	$4.7M	-2%	141k	33.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$4.7M		20k	237.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$4.6M	+4%	81k	56.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$4.5M	-2%	75k	59.55	View chart
Vanguard World Health Car Etf (VHT)	0.5	$4.5M		16k	272.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$4.4M	+4%	79k	55.52	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.3M		15k	294.16	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$4.2M	+7%	123k	34.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$4.0M		120k	33.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$3.9M	+87%	39k	100.66	View chart
Broadcom (AVGO)	0.4	$3.8M		12k	309.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Free Cash (QOWZ)	0.4	$3.8M	-2%	119k	31.50	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$3.7M		78k	47.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$3.7M	-63%	33k	110.47	View chart
Meta Platforms Cl A (META)	0.4	$3.5M	+3%	6.2k	572.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$3.4M	-31%	14k	248.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$3.3M		64k	51.93	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.3M	+5%	23k	146.28	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$3.3M	+2%	99k	33.04	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.1M	-2%	85k	36.25	View chart
Spdr Series Trust State Street Spd (BILS)	0.3	$3.0M	-27%	30k	99.44	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$3.0M	+6%	66k	45.56	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$3.0M		44k	67.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$3.0M		53k	55.66	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$2.9M	-4%	30k	97.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.9M	+18%	4.9k	597.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$2.9M	-11%	58k	49.37	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.7M	+4%	52k	52.19	View chart
Tesla Motors (TSLA)	0.3	$2.7M		7.2k	371.75	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.3	$2.6M	+4%	73k	36.28	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$2.6M		16k	158.81	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.3	$2.6M	+148%	301k	8.52	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$2.5M	-63%	48k	53.22	View chart
Merck & Co (MRK)	0.3	$2.4M		20k	120.30	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$2.4M	+65%	93k	26.20	View chart
Chevron Corporation (CVX)	0.3	$2.3M	-6%	11k	206.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.3M		9.0k	261.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.2M	+47%	45k	50.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.2M		16k	135.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.2M		37k	58.18	View chart
Visa Com Cl A (V)	0.2	$2.1M		7.1k	302.24	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$2.1M		62k	33.93	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M	+2%	12k	169.67	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$2.0M		17k	120.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.0M	+3%	4.1k	479.20	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$2.0M	+202%	42k	46.52	View chart
International Business Machines (IBM)	0.2	$2.0M	+8%	8.0k	242.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.9M	-31%	28k	70.18	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.9M	-6%	34k	56.58	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$1.9M		12k	155.08	View chart
Ishares Msci Cda Etf (EWC)	0.2	$1.9M	+18%	35k	54.79	View chart
Motorola Solutions Com New (MSI)	0.2	$1.9M		4.3k	433.97	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$1.9M		52k	36.16	View chart
Ishares Msci Italy Etf (EWI)	0.2	$1.8M	+23%	34k	53.42	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.8M	-40%	36k	50.37	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.8M	NEW	21k	84.44	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.2	$1.8M	+131%	18k	101.02	View chart
Ishares Msci Pac Jp Etf (EPP)	0.2	$1.8M	+136%	33k	53.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.8M	-27%	60k	29.13	View chart
Philip Morris International (PM)	0.2	$1.7M	+5%	10k	165.37	View chart
Consolidated Edison (ED)	0.2	$1.7M		15k	113.18	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.6M		3.5k	463.17	View chart
Eaton Corp SHS (ETN)	0.2	$1.6M	-6%	4.5k	357.67	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.6M		6.8k	234.03	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.2	$1.6M	+19%	50k	31.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.6M		17k	92.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.5M	NEW	4.2k	367.44	View chart
Verizon Communications (VZ)	0.2	$1.5M		30k	50.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.5M	+6%	7.7k	191.92	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		10k	144.44	View chart
Altria (MO)	0.2	$1.4M		22k	66.00	View chart
Eli Lilly & Co. (LLY)	0.2	$1.4M	+2%	1.5k	919.74	View chart
Johnson & Johnson (JNJ)	0.1	$1.4M	+2%	5.7k	244.45	View chart
Pfizer (PFE)	0.1	$1.4M	+2%	49k	28.08	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.3M	+416%	15k	91.64	View chart
Abbvie (ABBV)	0.1	$1.3M		6.2k	217.48	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.1	$1.3M	+4%	64k	20.80	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M		2.6k	499.67	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$1.3M		33k	39.89	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+38%	1.3k	996.58	View chart
Micron Technology (MU)	0.1	$1.3M	+5%	3.7k	337.83	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.2M	-35%	26k	46.91	View chart
Carlyle Group (CG)	0.1	$1.2M		25k	48.39	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$1.2M	+6%	68k	17.63	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.2M	+4%	19k	61.26	View chart
At&t (T)	0.1	$1.2M	-5%	41k	28.99	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		9.4k	124.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+10%	3.0k	390.41	View chart
Netflix (NFLX)	0.1	$1.1M	+5%	12k	96.15	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.1M		15k	76.54	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$1.1M	-42%	48k	23.32	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$1.1M		27k	39.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.0M	-5%	14k	73.14	View chart
Public Service Enterprise (PEG)	0.1	$1.0M	+242%	12k	80.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$991k		5.1k	196.21	View chart
Ares Capital Corporation (ARCC)	0.1	$988k	+3%	55k	18.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$975k	+9%	1.6k	604.51	View chart
Constellation Energy (CEG)	0.1	$974k		3.5k	279.22	View chart
Golub Capital BDC (GBDC)	0.1	$939k	-41%	74k	12.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$921k	-2%	3.7k	248.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$912k	-2%	4.2k	218.75	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$901k	-6%	11k	85.15	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$899k	+8%	17k	52.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$899k		29k	30.96	View chart
Ge Aerospace Com New (GE)	0.1	$886k	-2%	3.1k	283.84	View chart
Marvell Technology (MRVL)	0.1	$860k	+6%	8.7k	99.04	View chart
Managed Portfolio Series Leuthold Core Et (LCR)	0.1	$852k		23k	37.27	View chart
Cisco Systems (CSCO)	0.1	$852k		11k	77.59	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$849k	+56%	7.6k	112.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$849k		11k	77.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$841k		12k	68.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$828k		2.9k	287.18	View chart
Blackrock Etf Trust Ishares Systemat (IALT)	0.1	$810k	NEW	30k	27.27	View chart
Home Depot (HD)	0.1	$806k	-2%	2.5k	328.89	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$805k		30k	26.86	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$804k		2.4k	337.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$770k		15k	51.78	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$770k		74k	10.43	View chart
Quanta Services (PWR)	0.1	$770k	+3%	1.4k	549.06	View chart
Goldman Sachs (GS)	0.1	$759k	+19%	897.00	845.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$738k		11k	67.53	View chart
Boeing Company (BA)	0.1	$737k		3.7k	199.03	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$729k	+25%	2.9k	254.00	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$729k	+33%	37k	19.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Uber Technologies (UBER)	0.1	$704k	+2%	9.8k	71.93	View chart
Walt Disney Company (DIS)	0.1	$697k		7.2k	96.39	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$692k	+21%	38k	18.02	View chart
United Parcel Svcs CL B (UPS)	0.1	$691k	-12%	7.0k	98.38	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$690k	-49%	29k	24.21	View chart
Amgen (AMGN)	0.1	$681k	+3%	1.9k	351.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$660k		15k	43.96	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.1	$656k	NEW	21k	31.84	View chart
M&T Bank Corporation (MTB)	0.1	$649k	-13%	3.1k	206.72	View chart
Gilead Sciences (GILD)	0.1	$639k	-9%	4.6k	139.38	View chart
Ge Vernova (GEV)	0.1	$635k		727.00	873.25	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$634k	-21%	6.6k	95.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$632k	-18%	906.00	697.92	View chart
Spdr Series Trust State Street Spd (RWR)	0.1	$629k	-61%	6.2k	100.97	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$629k	-7%	8.0k	78.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$616k		6.7k	91.77	View chart
Coca-Cola Company (KO)	0.1	$612k		8.0k	76.05	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$601k	-15%	23k	25.62	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$600k	-6%	11k	53.33	View chart
Advanced Micro Devices (AMD)	0.1	$591k	+6%	2.9k	203.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$587k	+7%	445.00	1319.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$586k	+7%	9.1k	64.08	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$580k	+48%	24k	23.96	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$574k	-2%	15k	38.21	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$572k	+11%	8.0k	71.61	View chart
Union Pacific Corporation (UNP)	0.1	$571k		2.4k	242.66	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$571k		8.2k	69.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$571k		15k	39.34	View chart
Kraft Heinz (KHC)	0.1	$569k	-16%	25k	22.49	View chart
Bank of America Corporation (BAC)	0.1	$567k		12k	48.75	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$549k		11k	50.45	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$548k	-5%	12k	47.55	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$545k		5.1k	106.50	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$545k	NEW	27k	20.38	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.1	$542k	NEW	19k	28.85	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.1	$540k		4.1k	133.25	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$538k		13k	41.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$537k		2.2k	240.03	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	0.1	$526k		18k	28.78	View chart
Qualcomm (QCOM)	0.1	$525k		4.1k	128.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$525k	+38%	14k	38.42	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.1	$517k	-3%	13k	40.37	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$504k	-5%	11k	45.65	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$504k	+15%	8.1k	62.08	View chart
Bristol Myers Squibb (BMY)	0.1	$495k	-34%	8.2k	60.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$494k		3.5k	142.43	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$488k		11k	46.47	View chart
Nextera Energy (NEE)	0.1	$487k	+4%	5.2k	92.88	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$478k	+2%	1.9k	250.60	View chart
Blackrock (BLK)	0.1	$478k		497.00	960.96	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$477k	+116%	8.7k	54.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$471k	-2%	4.1k	115.00	View chart
Fs Kkr Capital Corp (FSK)	0.0	$463k	-10%	45k	10.20	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$460k	+59%	3.5k	133.21	View chart
Exelon Corporation (EXC)	0.0	$458k		9.3k	49.02	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$457k	-27%	17k	26.96	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$454k		3.7k	121.19	View chart
PNC Financial Services (PNC)	0.0	$452k		2.2k	208.07	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$452k		17k	26.91	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$452k		13k	33.83	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$450k	-5%	23k	19.63	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$444k		9.9k	44.73	View chart
McDonald's Corporation (MCD)	0.0	$438k	+5%	1.4k	310.87	View chart
Duke Energy Corp Com New (DUK)	0.0	$436k	+4%	3.3k	130.93	View chart
Series Portfolios Tr Elm Market Navig (ELM)	0.0	$433k	NEW	16k	27.12	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$429k	-35%	8.9k	48.05	View chart
Abbott Laboratories (ABT)	0.0	$425k		4.1k	102.67	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$422k		5.1k	82.87	View chart
Citigroup Com New (C)	0.0	$421k		3.7k	113.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$418k		17k	24.27	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.0	$416k	-4%	12k	35.43	View chart
Pepsi (PEP)	0.0	$415k	+2%	2.7k	155.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$401k	-7%	8.5k	47.37	View chart
Provident Financial Services (PFS)	0.0	$394k		19k	21.16	View chart
Deere & Company (DE)	0.0	$393k	-9%	697.00	563.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$388k		1.8k	211.10	View chart
Corning Incorporated (GLW)	0.0	$388k	NEW	2.9k	135.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.0	$388k	-3%	9.2k	42.16	View chart
The Alger Etf Trust 35 Etf (ATFV)	0.0	$387k	+30%	12k	31.37	View chart
Mamamancini's Holdings (MAMA)	0.0	$384k		25k	15.34	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$382k	+39%	23k	16.89	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$378k	+31%	12k	32.27	View chart
Oracle Corporation (ORCL)	0.0	$377k	+54%	2.6k	147.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$373k		13k	28.00	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$372k		12k	30.81	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$369k	+11%	10k	36.81	View chart
Arista Networks Com Shs (ANET)	0.0	$368k	+8%	3.0k	122.78	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$366k	+70%	5.7k	64.73	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$361k	-6%	3.4k	106.14	View chart
Lowe's Companies (LOW)	0.0	$360k		1.5k	236.25	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$360k	-23%	7.3k	49.41	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$358k	NEW	7.6k	47.02	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$358k		17k	20.96	View chart
Caterpillar (CAT)	0.0	$357k	NEW	504.00	708.63	View chart
salesforce (CRM)	0.0	$353k	-9%	1.9k	186.67	View chart
ConocoPhillips (COP)	0.0	$348k		2.6k	131.99	View chart
Symbotic Class A Com (SYM)	0.0	$345k		6.5k	53.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$343k	-96%	3.2k	108.97	View chart
Travelers Companies (TRV)	0.0	$341k		1.2k	291.75	View chart
Dell Technologies CL C (DELL)	0.0	$340k		2.1k	164.14	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$339k		7.4k	45.50	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$335k	-61%	6.7k	50.12	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$334k		2.8k	120.74	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$327k		11k	29.49	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$325k	-2%	7.6k	42.56	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$323k	-32%	7.1k	45.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$321k		2.1k	155.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$317k		2.8k	113.12	View chart
Honeywell International (HON)	0.0	$316k	+7%	1.4k	226.05	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$310k		4.3k	71.41	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$308k	+12%	1.9k	163.60	View chart
Marathon Petroleum Corp (MPC)	0.0	$308k		1.3k	244.13	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$306k	-5%	3.2k	95.97	View chart
Welltower Inc Com reit (WELL)	0.0	$306k	+2%	1.5k	197.71	View chart
Iron Mountain (IRM)	0.0	$305k		3.0k	102.30	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$303k		24k	12.40	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$303k	-47%	3.6k	84.53	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$299k	+32%	2.8k	106.01	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.0	$298k	-40%	5.2k	57.91	View chart
Intel Corporation (INTC)	0.0	$298k	-46%	6.7k	44.13	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$297k		22k	13.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$295k	-3%	7.3k	40.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$295k		11k	27.85	View chart
Palo Alto Networks (PANW)	0.0	$293k	+2%	1.8k	160.32	View chart
Charles Schwab Corporation (SCHW)	0.0	$292k		3.1k	93.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$290k	NEW	3.3k	88.16	View chart
Snowflake Com Shs (SNOW)	0.0	$281k	+10%	1.9k	150.82	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$275k	NEW	7.0k	39.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$273k	-5%	2.8k	97.13	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.0	$271k	-16%	10k	26.65	View chart
Linde SHS (LIN)	0.0	$271k		546.00	495.85	View chart
3M Company (MMM)	0.0	$264k	-2%	1.8k	145.24	View chart
American Express Company (AXP)	0.0	$263k	+3%	869.00	302.34	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$262k	-5%	6.2k	42.44	View chart
Servicenow (NOW)	0.0	$260k	+2%	2.5k	104.55	View chart
Williams Companies (WMB)	0.0	$257k		3.5k	72.77	View chart
Tidal Trust I Foliobeyond Alte (RISR)	0.0	$254k	-5%	7.0k	36.22	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$252k		8.9k	28.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$251k	-10%	1.7k	151.43	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$250k	+95%	20k	12.39	View chart
Raytheon Technologies Corp (RTX)	0.0	$244k	+3%	1.3k	192.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$243k	+14%	2.4k	100.57	View chart
FirstEnergy (FE)	0.0	$240k		4.7k	50.66	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.0	$238k		9.5k	25.13	View chart
Shell Spon Ads (SHEL)	0.0	$233k	NEW	2.5k	93.00	View chart
Dominion Resources (D)	0.0	$233k		3.8k	61.82	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$232k	-2%	3.9k	59.19	View chart
Intuit (INTU)	0.0	$228k	+26%	526.00	432.58	View chart
Direxion Shares Etf Trust Daily Healthcare (CURE)	0.0	$228k		2.5k	91.56	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$226k	-60%	11k	20.64	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$226k		954.00	236.35	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.0	$224k	-38%	5.0k	45.11	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$223k		3.5k	64.35	View chart
Intuitive Surgical Com New (ISRG)	0.0	$223k	+8%	483.00	460.99	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$223k	-65%	4.6k	48.46	View chart
Marriott Intl Cl A (MAR)	0.0	$222k		677.00	327.16	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$221k		494.00	446.54	View chart
Direxion Shares Etf Trust Daily Technology (TECL)	0.0	$217k		2.5k	86.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$217k	+13%	3.5k	62.68	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$212k	-30%	4.4k	48.32	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$211k		3.0k	69.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$210k	-6%	2.3k	90.52	View chart
Starbucks Corporation (SBUX)	0.0	$210k	NEW	2.3k	89.61	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$210k		2.5k	84.93	View chart
Global X Fds Global X Silver (SIL)	0.0	$208k	NEW	2.3k	90.08	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$207k		960.00	215.98	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$206k		18k	11.24	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$206k	NEW	3.0k	68.14	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$206k	NEW	5.2k	39.42	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.0	$205k	NEW	7.7k	26.67	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.0	$203k		1.1k	184.93	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$202k	NEW	5.4k	37.44	View chart
Spdr Series Trust State Street Spd (XSD)	0.0	$201k	NEW	616.00	326.31	View chart
GSK Sponsored Adr (GSK)	0.0	$200k	NEW	3.6k	55.23	View chart
Energy Fuels Com New (UUUU)	0.0	$195k		11k	18.25	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$191k		10k	18.40	View chart
Ondas Com New (ONDS)	0.0	$190k	NEW	21k	9.04	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$172k	+6%	31k	5.55	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$170k		13k	12.93	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$166k	NEW	15k	10.84	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$149k		28k	5.32	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$134k	+3%	14k	9.45	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.0	$122k		18k	6.64	View chart
Gladstone Ld (LAND)	0.0	$117k		12k	10.20	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.0	$113k		10k	10.80	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$109k		37k	2.92	View chart
Nuveen Core Plus Impact Fund Com Ben Int (NPCT)	0.0	$105k		10k	10.19	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$97k		12k	8.04	View chart
SIGA Technologies (SIGA)	0.0	$70k		13k	5.35	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$65k	NEW	10k	6.38	View chart
Nio Spon Ads (NIO)	0.0	$65k		11k	6.03	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$59k	+11%	19k	3.07	View chart
Sweetgreen Com Cl A (SG)	0.0	$56k	NEW	11k	5.19	View chart
Prospect Capital Corporation (PSEC)	0.0	$41k		16k	2.61	View chart
Entravision Communications C Cl A (EVC)	0.0	$36k		12k	2.97	View chart
Akebia Therapeutics (AKBA)	0.0	$21k		15k	1.39	View chart
Euro Tech Holdings Shs New (CLWT)	0.0	$20k	+10%	17k	1.17	View chart
Geron Corporation (GERN)	0.0	$15k		10k	1.49	View chart
Talphera Com New (TLPH)	0.0	$8.6k		12k	0.75	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 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
Onyx Bridge Wealth Group 2022 Q2 filed July 25, 2022

View all past filings

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