Institutional Fund
Onyx Bridge Wealth Group LLC
Tarrytown, NYCIK 18194765 filings on record
Portfolio Value
$930.02M
Q1 2026
Holdings
373
Reported positions
New Buys
25
Opened this quarter
QoQ Change
-1.1%
from $940.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.5%
- Invesco Qqq Tr3.2%
- Capital Group Dividend Value2.8%
- Vanguard Index Fds2.6%
- Apple Inc2.5%
- Wisdomtree Tr2.1%
- Other76.3%
Portfolio Holdings
373 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 149.0K | $97.34M | 10.5% | −14.5K | Reduced |
| 2 | Invesco Qqq Tr | 50.9K | $29.37M | 3.2% | −58 | Reduced |
| 3 | Capital Group Dividend Value | 616.7K | $26.24M | 2.8% | +33.8K | Added |
| 4 | Vanguard Index Fds | 55.2K | $24.10M | 2.6% | +14.6K | Added |
| 5 | Apple Inc | 93.4K | $23.71M | 2.5% | −2.9K | Reduced |
| 6 | Wisdomtree Tr | 204.3K | $19.35M | 2.1% | −32.2K | Reduced |
| 7 | Nvidia Corporation | 99.6K | $17.37M | 1.9% | −501 | Reduced |
| 8 | Vanguard Specialized Funds | 79.7K | $17.14M | 1.8% | +6 | Added |
| 9 | Tcw ETF Trust | 389.0K | $15.28M | 1.6% | +58.6K | Added |
| 10 | Capital Group Dividend Growe | 424.1K | $15.23M | 1.6% | +9.5K | Added |
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