Onyx Bridge Wealth Group LLC Portfolio Holdings

Onyx Bridge Wealth Group LLC

  • $684 Million
  • Q2 2025

Onyx Bridge Wealth Group LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $684 Million distributed in 350 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $91M, Ishares Core U.S. Aggregate Bo with a value of $28.5M, Invesco Qqq Trust, Series 1 with a value of $27.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $22M, and Apple Inc. with a value of $18M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $654M to 684M.

Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $684 Million
ETFs: $554 Million
Technology: $51.8 Million
Financial Services: $19.8 Million
Communication Services: $15.2 Million
Consumer Cyclical: $10 Million
Healthcare: $9.06 Million
Consumer Defensive: $8.26 Million
Industrials: $4.76 Million
Other: $7.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$521,000 0.08% of portfolio
1,126
Q2 2025 Added 0.09%
$30.9B
$549,000 0.08% of portfolio
2,832
Q2 2025 Added 0.21%
$1.55T
$507,000 0.07% of portfolio
2,240
Q2 2025 Added 25.49%
$76.8B
$473,000 0.07% of portfolio
2,115
Q2 2025 Added 22.4%
$220B
$476,000 0.07% of portfolio
3,866
Q2 2025 Added 46.83%
$148B
$463,000 0.07% of portfolio
4,179
Q2 2025 Reduced 13.55%
$405B
$484,000 0.07% of portfolio
10,239
Q2 2025 Reduced 0.65%
$0
$458,000 0.07% of portfolio
9,750
Q1 2025 New
$62.6B
$512,000 0.07% of portfolio
1,355
Q2 2025 Added 7.54%
$158B
$429,000 0.06% of portfolio
1,538
Q2 2025 Added 7.55%
$224B
$429,000 0.06% of portfolio
3,159
Q2 2025 Added 0.48%
$292B
$414,000 0.06% of portfolio
5,857
Q2 2025 Added 0.76%
$844B
$410,000 0.06% of portfolio
1,876
Q2 2025 Added 1.63%
$153B
$430,000 0.06% of portfolio
1,112
Q2 2025 Reduced 3.56%
$47.1B
$403,000 0.06% of portfolio
9,297
Q4 2024 New
$1.6B
$399,000 0.06% of portfolio
54,613
Q2 2025 Added 48.88%
$259B
$351,000 0.05% of portfolio
497
Q2 2025 Added 4.41%
$225B
$329,000 0.05% of portfolio
1,129
Q2 2025 Reduced 4.81%
$58.7B
$316,000 0.05% of portfolio
3,729
Q2 2025 Reduced 21.15%
$882M
$353,000 0.05% of portfolio
23,482
Q2 2025 Reduced 28.65%
$3.99B
$340,000 0.05% of portfolio
8,765
Q2 2025 New
$246B
$362,000 0.05% of portfolio
1,330
Q2 2025 Added 11.86%
$151B
$342,000 0.05% of portfolio
1,542
Q2 2025 Reduced 0.64%
$151B
$336,000 0.05% of portfolio
15,025
Q2 2025 Reduced 20.62%
$405B
$325,000 0.05% of portfolio
406
Q2 2025 Added 31.82%
$98.1B
$330,000 0.05% of portfolio
2,804
Q2 2025 Added 0.29%
$7.03B
$266,000 0.04% of portfolio
13,889
Q2 2025 Added 0.14%
$42.1B
$260,000 0.04% of portfolio
3,093
Q2 2025 New
$75.9B
$246,000 0.04% of portfolio
997
Q1 2025 Added 1.12%
$0
$300,000 0.04% of portfolio
19,449
Q2 2025 Added 2.04%
$62.5B
$298,000 0.04% of portfolio
2,961
Q2 2025 Reduced 5.22%
$210B
$300,000 0.04% of portfolio
2,277
Q2 2025 Reduced 7.29%
$167B
$245,000 0.04% of portfolio
3,540
Q1 2025 Reduced 26.98%
$1.11B
$261,000 0.04% of portfolio
6,781
Q1 2025 New
$182B
$267,000 0.04% of portfolio
339
Q1 2025 Reduced 0.88%
$186B
$265,000 0.04% of portfolio
3,117
Q2 2025 Added 3.62%
$150B
$249,000 0.04% of portfolio
700
Q2 2025 New
$154B
$259,000 0.04% of portfolio
477
Q2 2025 Reduced 27.51%
$61.3B
$307,000 0.04% of portfolio
1,149
Q2 2025 Added 0.09%
$61.5B
$306,000 0.04% of portfolio
1,499
Q2 2025 New
$30.8B
$306,000 0.04% of portfolio
2,986
Q2 2025 Reduced 15.17%
$170B
$260,000 0.04% of portfolio
2,851
Q2 2025 Added 7.3%
$379B
$295,000 0.04% of portfolio
2,081
Q2 2025 Reduced 4.28%
$39.2B
$245,000 0.04% of portfolio
2,002
Q2 2025 New
$2.02B
$214,000 0.03% of portfolio
5,415
Q2 2025 New
$79.7B
$224,000 0.03% of portfolio
1,459
Q2 2025 Reduced 1.75%
$0
$177,000 0.03% of portfolio
13,167
Q4 2024 Reduced 0.56%
$893M
$195,000 0.03% of portfolio
17,539
Q2 2025 Added 1.44%
$129B
$215,000 0.03% of portfolio
6,050
Q2 2025 Added 11.46%

Summary

  • Portfolio
  • No. of Stocks 350
  • Current Value $684 Million
  • Prior Value $654 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 138 stocks
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