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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, RSP, QQQ, CGDV, XLV, and represent 18.14% of Onyx Bridge Wealth Group's stock portfolio.
Added to shares of these 10 stocks: RSP (+$36M), XLV (+$32M), VYM (+$23M), VEMY (+$18M), TFLR (+$16M), ACWX (+$9.7M), TMB (+$9.2M), VUG (+$7.6M), IWN (+$7.2M), PULS (+$6.1M).
Started 34 new stock positions in ACYQ, MBS, WDAY, MSTR, VEMY, VYMI, FTNT, DGRW, NBIS, XOM.
Reduced shares in these 10 stocks: QQQ (-$46M), XLK (-$42M), SPMO (-$30M), XLE (-$15M), IJK (-$12M), IVV (-$10M), IGIB (-$8.7M), SPHY (-$7.4M), ACWI (-$5.9M), EWY (-$5.7M).
Sold out of its positions in ASTS, Exxon Mobil Corporation, ISRG, QOWZ, EWY, IJK, ACWI, IEFA, LQDA, KHPI. MCHP, NPCT, ECOW, RKLB, EBND, SPSM, SIGA, SG, VNQ.
Onyx Bridge Wealth Group was a net buyer of stock by $17M.
Onyx Bridge Wealth Group has $1.1B in assets under management (AUM), dropping by 2.51%.
Central Index Key (CIK): 0001819476

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Portfolio Holdings for Onyx Bridge Wealth Group

Onyx Bridge Wealth Group holds 404 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.9	$67M	-13%	87k	765.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$37M	+2248%	180k	208.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$37M	-55%	50k	739.91	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.9	$34M	+2%	686k	48.87	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.8	$32M	NEW	190k	168.42	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	2.8	$32M	-31%	513k	61.50	View chart
Apple (AAPL)	2.7	$31M		94k	333.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$29M	+372%	187k	155.20	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	2.2	$25M	+59%	1.0M	24.57	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	2.2	$25M	+44%	272k	90.11	View chart
NVIDIA Corporation (NVDA)	2.1	$24M	+3%	106k	228.38	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.9	$21M	+40%	429k	49.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.9	$21M	+29%	475k	44.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$19M		80k	233.31	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.6	$18M	+45%	163k	112.94	View chart
Virtus Etf Tr Ii Stone Harbor Emg (VEMY)	1.6	$18M	NEW	655k	27.25	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.4	$16M	-2%	428k	37.05	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	1.4	$16M	NEW	307k	50.50	View chart
Wisdomtree Tr Us Value Fd (WTV)	1.2	$14M	-17%	137k	102.44	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	1.1	$12M		292k	42.27	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.1	$12M		33k	374.24	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.0	$11M		429k	26.23	View chart
Amazon (AMZN)	0.9	$10M	+43%	42k	249.15	View chart
Microsoft Corporation (MSFT)	0.9	$10M		20k	512.91	View chart
Proshares Tr Large Cap Cre (CSM)	0.9	$9.9M		115k	86.78	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$9.7M	NEW	129k	75.62	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$9.7M	+293%	46k	209.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$9.2M	+69%	83k	111.65	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$9.2M	+2%	125k	73.80	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$9.0M		135k	66.76	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$8.7M	+8%	23k	382.09	View chart
Penumbra (PEN)	0.7	$8.5M		27k	318.34	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.7	$8.2M	-14%	180k	45.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$8.2M	-2%	78k	105.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$8.2M	+5%	24k	340.74	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.7	$8.1M	-15%	138k	59.06	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.7	$7.9M	+29%	43k	185.65	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.6	$7.1M	-19%	187k	37.93	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.6	$6.6M	+38%	243k	27.28	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$6.4M	+264%	13k	508.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$6.4M		8.3k	762.60	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$6.3M	-86%	32k	195.75	View chart
Ea Series Trust Cambria Endowm (ENDW)	0.5	$6.2M	+123%	183k	33.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.5	$6.1M	-7%	98k	62.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$6.1M		20k	304.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.5	$6.0M	-4%	99k	61.21	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$6.0M	+3%	72k	84.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.9M	+3%	17k	344.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$5.9M	+2%	180k	32.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$5.5M	+7%	19k	294.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.5	$5.2M		135k	38.43	View chart
Vanguard World Health Car Etf (VHT)	0.5	$5.1M		16k	316.09	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$5.1M	+3%	83k	61.26	View chart
Ishares Msci Taiwan Etf (EWT)	0.4	$5.0M	-21%	45k	112.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$4.8M	+20%	41k	117.77	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.8M		15k	330.82	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.4	$4.7M		101k	46.47	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.4	$4.7M	+93%	179k	26.19	View chart
Ishares Msci Cda Etf (EWC)	0.4	$4.7M	-23%	80k	58.38	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$4.6M	-30%	42k	110.32	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.6M	+9%	25k	187.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$4.6M	-2%	106k	43.33	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$4.5M		123k	36.78	View chart
Meta Platforms Cl A (META)	0.4	$4.5M	+3%	6.2k	725.22	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$4.5M	+111%	150k	29.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$4.4M		79k	56.22	View chart
Broadcom (AVGO)	0.4	$4.3M		12k	351.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.2M	-7%	11k	380.83	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$4.1M	-4%	110k	37.47	View chart
Micron Technology (MU)	0.3	$3.8M	-2%	3.6k	1065.16	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$3.8M		78k	48.74	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$3.8M	-65%	169k	22.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.7M	-44%	39k	94.54	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$3.5M		29k	123.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.4M		4.9k	700.86	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$3.2M	+11%	64k	50.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$3.2M	+3%	56k	57.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.2M		80k	39.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$3.1M	+4%	58k	53.40	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$3.0M		42k	71.50	View chart
Merck & Co (MRK)	0.3	$3.0M		21k	145.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$3.0M	+271%	11k	264.75	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.3	$3.0M	+11%	73k	40.63	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.3	$2.9M		72k	40.88	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$2.9M		16k	178.18	View chart
International Business Machines (IBM)	0.2	$2.8M	+59%	13k	219.93	View chart
Visa Com Cl A (V)	0.2	$2.8M	+5%	7.9k	359.33	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.2	$2.8M	-5%	28k	99.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$2.8M	-75%	56k	50.35	View chart
Calamos Etf Tr Autoc Growt Etf (CAGE)	0.2	$2.7M	+696%	94k	28.62	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$2.6M		9.2k	284.50	View chart
Tesla Motors (TSLA)	0.2	$2.5M		7.0k	354.81	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$2.5M	+3%	17k	144.01	View chart
Eli Lilly & Co. (LLY)	0.2	$2.4M	+10%	2.1k	1157.27	View chart
Marvell Technology (MRVL)	0.2	$2.4M	-5%	9.2k	264.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.4M	+6%	4.8k	497.95	View chart
Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM)	0.2	$2.3M	NEW	47k	50.03	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$2.3M	+5%	13k	178.51	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$2.3M	-31%	72k	32.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.3M		81k	27.96	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$2.2M	+17%	22k	100.68	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.2M	+4%	31k	69.26	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$2.2M		58k	37.17	View chart
Eaton Corp SHS (ETN)	0.2	$2.2M		5.0k	429.71	View chart
Consolidated Edison (ED)	0.2	$2.1M	+38%	21k	102.21	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.2	$2.1M	+7%	22k	92.65	View chart
Chevron Corporation (CVX)	0.2	$2.0M		9.9k	204.22	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$2.0M		33k	61.13	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$2.0M	+65%	38k	51.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.0M		55k	35.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.0M	-4%	77k	25.39	View chart
Motorola Solutions Com New (MSI)	0.2	$2.0M		4.4k	445.97	View chart
Philip Morris International (PM)	0.2	$1.9M	+2%	10k	190.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.9M	-3%	25k	75.39	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.2	$1.9M	+63%	67k	28.57	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.9M	-3%	6.6k	288.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.9M	-94%	12k	151.58	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$1.8M	-2%	51k	35.22	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$1.7M	NEW	11k	162.76	View chart
Advanced Micro Devices (AMD)	0.2	$1.7M	+5%	2.8k	611.76	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$1.7M		19k	91.64	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.1	$1.7M	NEW	33k	50.73	View chart
Abbvie (ABBV)	0.1	$1.7M		6.4k	261.60	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.7M	-33%	33k	49.69	View chart
Series Portfolios Tr Elm Mar Nav Etf (ELM)	0.1	$1.6M	+18%	55k	29.20	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.6M	+241%	11k	150.85	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	-2%	5.8k	264.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.5M	-2%	16k	93.85	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.5M	-5%	9.1k	166.98	View chart
First Tr Exchange-traded Vest Autocallabl (ACYQ)	0.1	$1.5M	NEW	72k	21.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M		2.6k	551.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.4M	+25%	3.2k	456.19	View chart
Procter & Gamble Company (PG)	0.1	$1.4M		9.9k	145.27	View chart
Altria (MO)	0.1	$1.4M		21k	67.36	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$1.4M	NEW	70k	20.12	View chart
Pfizer (PFE)	0.1	$1.4M	+2%	49k	28.52	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.1	$1.4M		70k	19.99	View chart
Verizon Communications (VZ)	0.1	$1.4M		30k	45.87	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.4M	+4%	15k	89.76	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.1	$1.3M	+46%	25k	51.84	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.2M	-7%	26k	46.53	View chart
Cisco Systems (CSCO)	0.1	$1.2M		11k	107.63	View chart
Dell Technologies CL C (DELL)	0.1	$1.1M		2.1k	538.07	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$1.1M		5.3k	216.09	View chart
At&t (T)	0.1	$1.1M	+14%	45k	24.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M		10k	103.05	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$1.1M	+5%	39k	27.14	View chart
Ares Capital Corporation (ARCC)	0.1	$1.1M	-2%	55k	19.10	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-11%	1.2k	910.68	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$1.0M	-5%	65k	16.01	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.0M		13k	78.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$998k		14k	70.51	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$992k	+2%	13k	78.29	View chart
Carlyle Group (CG)	0.1	$990k		25k	39.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$985k		29k	34.02	View chart
Golub Capital BDC (GBDC)	0.1	$969k		77k	12.63	View chart
Wal-Mart Stores (WMT)	0.1	$968k	-2%	9.3k	103.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$963k		7.7k	125.68	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$959k	-26%	8.6k	110.97	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$944k	+4%	12k	78.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$939k		11k	84.96	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$926k	-4%	35k	26.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$917k		18k	51.87	View chart
Managed Portfolio Ser Leuth Core Etf (LCR)	0.1	$913k		23k	40.07	View chart
Quanta Services (PWR)	0.1	$902k		1.4k	642.59	View chart
Constellation Energy (CEG)	0.1	$902k		3.6k	253.98	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$896k		30k	29.90	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$863k	-45%	17k	50.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$852k		15k	57.61	View chart
Ge Aerospace Com New (GE)	0.1	$841k		2.7k	312.32	View chart
Public Service Enterprise (PEG)	0.1	$837k		12k	67.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$835k		4.0k	207.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$833k	-3%	460.00	1809.72	View chart
Goldman Sachs (GS)	0.1	$828k	-6%	919.00	900.57	View chart
Amgen (AMGN)	0.1	$823k		2.0k	421.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$809k	-3%	1.6k	509.27	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$796k	+14%	18k	44.96	View chart
Workday Cl A (WDAY)	0.1	$793k	NEW	4.2k	190.46	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$792k		75k	10.60	View chart
Qualcomm (QCOM)	0.1	$787k	+5%	4.3k	184.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$779k		11k	71.95	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$762k	+7%	44k	17.49	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$756k	-14%	8.5k	88.51	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$755k	+22%	7.3k	103.10	View chart
Gilead Sciences (GILD)	0.1	$751k	+2%	5.0k	149.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$749k	-68%	13k	56.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
Netflix (NFLX)	0.1	$744k	-8%	11k	69.58	View chart
Fortinet (FTNT)	0.1	$741k	NEW	4.1k	178.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$738k	+10%	11k	70.61	View chart
Palo Alto Networks (PANW)	0.1	$734k		1.8k	397.31	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$727k		3.1k	231.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$726k	-4%	2.6k	277.90	View chart
United Parcel Svcs CL B (UPS)	0.1	$723k	+7%	7.7k	93.44	View chart
Monster Beverage Corp (MNST)	0.1	$712k	NEW	17k	41.62	View chart
Nebius Group Shs Class A (NBIS)	0.1	$700k	NEW	3.0k	235.88	View chart
Ea Series Trust Asto Us Grow Etf (GQQQ)	0.1	$697k		19k	36.05	View chart
Coca-Cola Company (KO)	0.1	$696k		8.1k	86.08	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$691k	+22%	3.9k	177.09	View chart
Ge Vernova (GEV)	0.1	$682k		717.00	950.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$682k	-7%	14k	48.87	View chart
The Alger Etf Trust 35 Etf (ATFV)	0.1	$680k	+8%	17k	40.68	View chart
Walt Disney Company (DIS)	0.1	$680k	-10%	6.5k	104.91	View chart
Arista Networks Com Shs (ANET)	0.1	$676k		3.3k	203.59	View chart
M&T Bank Corporation (MTB)	0.1	$671k		3.1k	217.63	View chart
Strategy Cl A New (MSTR)	0.1	$666k	NEW	4.4k	153.09	View chart
Bank of America Corporation (BAC)	0.1	$660k		12k	54.43	View chart
Snowflake Com Shs (SNOW)	0.1	$659k		1.9k	339.56	View chart
Boeing Company (BA)	0.1	$650k	-5%	3.5k	186.05	View chart
Home Depot (HD)	0.1	$646k	-6%	2.3k	284.50	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$644k	-4%	6.9k	93.89	View chart
Uber Technologies (UBER)	0.1	$642k	+6%	9.4k	68.51	View chart
Intel Corporation (INTC)	0.1	$642k	+3%	5.3k	120.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$639k	-3%	14k	47.34	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.1	$633k		4.1k	152.62	View chart
Union Pacific Corporation (UNP)	0.1	$620k		2.3k	272.17	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$603k	+2%	6.9k	87.80	View chart
Automatic Data Processing (ADP)	0.1	$601k	NEW	2.3k	258.11	View chart
Deere & Company (DE)	0.1	$598k		891.00	671.36	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.1	$598k	-5%	5.7k	104.92	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$597k	-2%	7.4k	81.16	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.1	$590k	NEW	72k	8.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$589k	+2%	1.9k	317.40	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.1	$583k		2.5k	232.79	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$578k	NEW	22k	26.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$577k		3.5k	166.28	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$575k		16k	36.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$565k	+4%	3.0k	185.62	View chart
Kraft Heinz (KHC)	0.0	$562k	-9%	25k	22.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$559k	-4%	13k	42.97	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.0	$553k	-11%	4.7k	116.60	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$553k		9.6k	57.44	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$548k		3.7k	146.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$546k		11k	49.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$542k		5.2k	104.54	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$540k		12k	45.25	View chart
Ross Stores (ROST)	0.0	$533k	NEW	2.3k	233.42	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.0	$521k	-4%	12k	44.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$511k	-25%	8.4k	60.53	View chart
Lam Research Corp Com New (LRCX)	0.0	$507k	+110%	1.5k	328.48	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.0	$506k		12k	42.58	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$504k		9.3k	54.16	View chart
Blackrock (BLK)	0.0	$504k		476.00	1058.63	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$503k	+4%	2.1k	241.33	View chart
Citigroup Com New (C)	0.0	$502k	+4%	3.9k	129.47	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$499k	-2%	10k	48.27	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$498k		13k	39.44	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$494k	NEW	17k	28.67	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$492k		17k	29.07	View chart
Paychex (PAYX)	0.0	$485k	NEW	4.9k	98.49	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$478k	-29%	12k	40.33	View chart
Bristol Myers Squibb (BMY)	0.0	$477k	-6%	7.6k	62.40	View chart
Zacks Trust Earngs Constant (ZECP)	0.0	$474k	-4%	13k	37.11	View chart
Valued Advisers Tr M Inc Mom	0.0	$471k	NEW	20k	24.00	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$461k	+20%	7.8k	59.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$459k		4.1k	112.10	View chart
Nextera Energy (NEE)	0.0	$453k	+12%	6.0k	75.74	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$441k	+5%	9.7k	45.36	View chart
Corning Incorporated (GLW)	0.0	$435k	-8%	2.8k	153.75	View chart
Fs Kkr Capital Corp (FSK)	0.0	$435k		40k	11.00	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$433k		7.6k	57.31	View chart
Caterpillar (CAT)	0.0	$432k		532.00	811.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$427k	+3%	18k	23.86	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$426k		12k	34.46	View chart
Marathon Petroleum Corp (MPC)	0.0	$426k		1.1k	395.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$420k		1.8k	228.25	View chart
Abbott Laboratories (ABT)	0.0	$419k		4.2k	98.82	View chart
Travelers Companies (TRV)	0.0	$418k	-9%	1.2k	356.45	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$417k	-30%	7.6k	55.03	View chart
PNC Financial Services (PNC)	0.0	$417k	-13%	1.9k	222.30	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$413k	-37%	17k	24.36	View chart
Provident Financial Services (PFS)	0.0	$412k		19k	22.15	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$412k	-3%	16k	25.30	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.0	$411k		776.00	529.54	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$409k	-3%	6.5k	63.21	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$409k		7.9k	52.00	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$409k	-21%	8.1k	50.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$400k		2.1k	193.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$398k	-9%	20k	19.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$397k		2.8k	142.26	View chart
Duke Energy Corp Com New (DUK)	0.0	$393k		3.4k	114.01	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$392k		7.4k	52.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.0	$390k	-3%	13k	30.37	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$380k		11k	34.29	View chart
Exelon Corporation (EXC)	0.0	$377k		9.3k	40.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$376k	+2%	618.00	609.01	View chart
salesforce (CRM)	0.0	$375k	+3%	1.6k	229.52	View chart
Axon Enterprise (AXON)	0.0	$369k	NEW	874.00	422.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.0	$365k	-14%	8.1k	44.92	View chart
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)	0.0	$356k	+44%	6.9k	51.55	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.0	$353k	-58%	5.2k	67.82	View chart
Welltower Inc Com reit (WELL)	0.0	$348k	-2%	1.5k	230.24	View chart
Ea Series Trust Astoria Beacon D (AGGA)	0.0	$346k		14k	24.37	View chart
ConocoPhillips (COP)	0.0	$345k	+8%	2.8k	125.15	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$342k	NEW	972.00	351.85	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$340k	+600%	73k	4.64	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$340k	-84%	5.4k	63.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$333k		11k	31.47	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$332k		34k	9.81	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$327k	-4%	4.2k	78.63	View chart
Direxion Shares Etf Trust Dail Heal Bu Etf (CURE)	0.0	$324k		2.5k	129.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$323k	+63%	2.4k	136.04	View chart
Mamamancini's Holdings (MAMA)	0.0	$322k		25k	12.89	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$322k		3.1k	104.53	View chart
Oracle Corporation (ORCL)	0.0	$321k	+4%	2.3k	137.28	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.0	$320k	+4%	5.9k	53.77	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.0	$320k	+5%	16k	19.74	View chart
Pepsi (PEP)	0.0	$317k	-9%	2.5k	126.74	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$317k		960.00	329.73	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$314k	+2%	22k	14.05	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$310k	-30%	4.0k	78.32	View chart
Charles Schwab Corporation (SCHW)	0.0	$310k	+4%	3.2k	97.75	View chart
American Express Company (AXP)	0.0	$309k	-6%	1.0k	304.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$308k	NEW	3.0k	101.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$305k	-30%	5.9k	51.61	View chart
Amplify Etf Tr Cwp Gro Inc Etf (QDVO)	0.0	$304k		10k	29.90	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$300k		7.1k	42.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$298k	+11%	3.8k	78.10	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$298k		2.9k	101.10	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$296k	-24%	5.5k	53.88	View chart
3M Company (MMM)	0.0	$296k		1.8k	164.15	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$294k		5.4k	54.10	View chart
Ondas Com New (ONDS)	0.0	$292k	-29%	40k	7.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$292k		2.8k	103.89	View chart
Principal Exchange Traded Active High Yl (YLD)	0.0	$292k	NEW	16k	18.45	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.0	$289k		1.0k	281.13	View chart
Iron Mountain (IRM)	0.0	$289k	-15%	2.6k	111.11	View chart
Williams Companies (WMB)	0.0	$285k		4.2k	67.98	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$284k	-14%	2.6k	108.84	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$283k	-22%	2.1k	137.82	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$273k		7.1k	38.74	View chart
Symbotic Class A Com (SYM)	0.0	$273k		6.5k	42.07	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$272k		5.4k	50.74	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$271k	-2%	4.0k	68.51	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$271k	+20%	518.00	523.14	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$271k		5.4k	50.47	View chart
McDonald's Corporation (MCD)	0.0	$268k	-14%	1.2k	230.91	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$267k	+57%	34k	7.90	View chart
Linde SHS (LIN)	0.0	$267k	-9%	562.00	474.23	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.0	$263k	+24%	2.6k	100.85	View chart
First Trust S&P REIT Index Fund (FRI)	0.0	$262k		8.9k	29.57	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.0	$260k		7.0k	37.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$258k	-6%	5.5k	46.87	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$255k		1.7k	152.04	View chart
Servicenow (NOW)	0.0	$254k	NEW	1.9k	134.01	View chart
UnitedHealth (UNH)	0.0	$249k	+4%	678.00	366.92	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.0	$247k	-8%	875.00	282.31	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$246k		3.0k	80.76	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$245k		5.3k	46.31	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$244k	-9%	22k	11.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$244k		2.4k	100.55	View chart
Marriott Intl Cl A (MAR)	0.0	$242k		681.00	355.57	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.0	$242k		1.6k	147.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$241k		5.7k	42.06	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$241k	NEW	3.7k	64.59	View chart
Applied Materials (AMAT)	0.0	$240k	-8%	470.00	511.23	View chart
Shell Spon Ads (SHEL)	0.0	$239k	NEW	2.5k	95.04	View chart
Kla Corp Com New (KLAC)	0.0	$238k		1.2k	194.97	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$238k		3.9k	61.58	View chart
Hldgs (UAL)	0.0	$238k		2.1k	110.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$238k	NEW	4.0k	59.31	View chart
Western Digital (WDC)	0.0	$237k	-8%	521.00	454.91	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$235k		2.3k	103.47	View chart
Lowe's Companies (LOW)	0.0	$234k	+3%	1.3k	184.26	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$231k		2.2k	105.85	View chart
Adobe Systems Incorporated (ADBE)	0.0	$227k	NEW	947.00	239.88	View chart
Global X Fds U S Elect Etf (ZAP)	0.0	$227k	+10%	7.4k	30.45	View chart
Starbucks Corporation (SBUX)	0.0	$224k		2.4k	93.94	View chart
Prudential Financial (PRU)	0.0	$222k		2.0k	113.61	View chart
M-tron Inds (MPTI)	0.0	$217k		2.8k	78.26	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$217k		4.6k	47.25	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$213k	-8%	1.6k	130.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$211k		2.2k	94.97	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$208k		6.0k	34.88	View chart
FirstEnergy (FE)	0.0	$205k		4.7k	43.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$203k	NEW	2.1k	97.23	View chart
Ishares Us Intl Hgh Yld (GHYG)	0.0	$201k	-6%	4.6k	43.50	View chart
eBay (EBAY)	0.0	$200k		1.9k	106.05	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$183k		10k	17.60	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$167k	-14%	29k	5.77	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$166k		19k	8.74	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$155k		13k	11.86	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$148k		28k	5.28	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.0	$132k		10k	13.08	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.0	$129k		16k	7.85	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$124k		15k	8.45	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$121k	-86%	16k	7.84	View chart
Energy Fuels Com New (UUUU)	0.0	$118k		11k	11.03	View chart
Gladstone Ld (LAND)	0.0	$109k		12k	9.46	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$109k		37k	2.92	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$79k		19k	4.13	View chart
Entravision Communications C Cl A (EVC)	0.0	$75k		10k	7.35	View chart
Virtus Global Divid Income F (ZTR)	0.0	$62k	NEW	10k	6.03	View chart
Nio Spon Ads (NIO)	0.0	$39k		12k	3.43	View chart
Xtend Ai Robotics	0.0	$37k	NEW	11k	3.56	View chart
Prospect Capital Corporation (PSEC)	0.0	$33k		16k	2.08	View chart
Euro Tech Holdings Shs New (CLWT)	0.0	$26k		19k	1.38	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$20k	-16%	13k	1.61	View chart
BTCS Com New (BTCS)	0.0	$18k	+19%	13k	1.47	View chart
Talphera Com New (TLPH)	0.0	$13k		12k	1.16	View chart
Geron Corporation (GERN)	0.0	$12k		10k	1.23	View chart
Akebia Therapeutics (AKBA)	0.0	$9.9k	-29%	11k	0.92	View chart
Lexinfintech Hldgs Adr (LX)	0.0	$9.2k	NEW	13k	0.72	View chart
Humacyte (HUMA)	0.0	$8.5k	+43%	17k	0.52	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 Q3 filed Oct. 16, 2026
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

View all past filings

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