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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2 Million 0.29% of portfolio
17,217
Q2 2025 Reduced 11.28%
$0
$1.91 Million 0.28% of portfolio
16,313
Q2 2025 Added 0.67%
$0
$1.85 Million 0.27% of portfolio
6,885
Q2 2025 Reduced 0.26%
$0
$1.7 Million 0.25% of portfolio
12,608
Q2 2025 Added 2.42%
$0
$1.7 Million 0.25% of portfolio
36,813
Q2 2025 Added 192.63%
$0
$1.64 Million 0.24% of portfolio
18,057
Q2 2025 Reduced 0.09%
$0
$1.62 Million 0.24% of portfolio
15,036
Q2 2025 Added 4.47%
$0
$1.57 Million 0.23% of portfolio
3,573
Q2 2025 Added 3.06%
$0
$1.52 Million 0.22% of portfolio
15,985
Q2 2025 Reduced 16.78%
$0
$1.52 Million 0.22% of portfolio
29,136
Q2 2025 Reduced 19.28%
$0
$1.41 Million 0.21% of portfolio
41,310
Q2 2025 Reduced 83.59%
$0
$1.28 Million 0.19% of portfolio
29,986
Q2 2025 Added 21.22%
$0
$1.32 Million 0.19% of portfolio
26,511
Q2 2025 New
$0
$1.25 Million 0.18% of portfolio
32,058
Q2 2025 Added 3.63%
$0
$1.25 Million 0.18% of portfolio
11,448
Q2 2025 Reduced 11.05%
$0
$1.21 Million 0.18% of portfolio
26,087
Q2 2025 Added 22.11%
$0
$1.15 Million 0.17% of portfolio
14,131
Q2 2025 Reduced 87.78%
$0
$1.17 Million 0.17% of portfolio
24,390
Q2 2025 Added 19.8%
$0
$1.19 Million 0.17% of portfolio
24,113
Q2 2025 Added 253.05%
$0
$1.14 Million 0.17% of portfolio
15,142
Q2 2025 New
$0
$1.1 Million 0.16% of portfolio
15,097
Q2 2025 Added 0.33%
$0
$1.09 Million 0.16% of portfolio
25,533
Q2 2025 Added 24.01%
$0
$1.11 Million 0.16% of portfolio
26,552
Q2 2025 Added 68.65%
$0
$1 Million 0.15% of portfolio
25,193
Q2 2025 Reduced 16.01%
$0
$1.05 Million 0.15% of portfolio
24,150
Q2 2025 Reduced 31.98%
$0
$1.01 Million 0.15% of portfolio
19,893
Q2 2025 New
$0
$1.03 Million 0.15% of portfolio
38,841
Q2 2025 Reduced 89.86%
$0
$796,000 0.12% of portfolio
48,763
Q2 2025 Added 0.17%
$0
$851,000 0.12% of portfolio
4,819
Q1 2025 Reduced 22.35%
$0
$819,000 0.12% of portfolio
4,343
Q2 2025 Reduced 0.21%
$0
$753,000 0.11% of portfolio
26,848
Q2 2025 Added 0.35%
$0
$769,000 0.11% of portfolio
10,589
Q2 2025 Added 31.1%
$0
$752,000 0.11% of portfolio
10,891
Q2 2025 Reduced 4.52%
$0
$729,000 0.11% of portfolio
14,878
Q3 2024 Added 10.06%
$0
$779,000 0.11% of portfolio
12,421
Q2 2025 Reduced 9.49%
$0
$779,000 0.11% of portfolio
15,953
Q2 2025 Added 3.59%
$0
$774,000 0.11% of portfolio
30,322
Q2 2025 Reduced 3.7%
$0
$692,000 0.1% of portfolio
16,324
Q2 2025 Reduced 2.85%
$0
$656,000 0.1% of portfolio
7,742
Q2 2025 Reduced 4.29%
$0
$699,000 0.1% of portfolio
2,839
Q2 2025 New
$0
$687,000 0.1% of portfolio
7,315
Q2 2025 Reduced 34.35%
$0
$716,000 0.1% of portfolio
8,030
Q2 2025 Added 46.59%
$0
$588,000 0.09% of portfolio
15,723
Q2 2025 Reduced 18.9%
$0
$609,000 0.09% of portfolio
2,179
Q2 2025 Reduced 18.66%
$0
$534,000 0.08% of portfolio
10,656
Q2 2025 Added 0.69%
$0
$517,000 0.08% of portfolio
9,915
Q2 2025 Reduced 23.35%
$0
$573,000 0.08% of portfolio
12,058
Q2 2025 Added 1.31%
$0
$534,000 0.08% of portfolio
5,025
Q2 2025 Added 0.58%
$0
$457,000 0.07% of portfolio
9,629
Q2 2025 New

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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