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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$2.68 Million 0.39% of portfolio
9,719
Q2 2025 Added 0.26%
$34.6B
$1.47 Million 0.22% of portfolio
14,679
Q2 2025 Reduced 5.49%
$93.7B
$1.38 Million 0.2% of portfolio
2,713
Q2 2025 Added 14.33%
$10.3B
$1.34 Million 0.2% of portfolio
5,231
Q4 2024 Added 0.11%
$185B
$1.32 Million 0.19% of portfolio
30,516
Q2 2025 Reduced 17.92%
$119B
$1.22 Million 0.18% of portfolio
20,742
Q2 2025 Reduced 0.58%
$104B
$1.01 Million 0.15% of portfolio
3,132
Q2 2025 Added 0.16%
$134B
$967,000 0.14% of portfolio
39,909
Q2 2025 Added 24.34%
$190B
$875,000 0.13% of portfolio
9,380
Q2 2025 Added 13.72%
$129B
$805,000 0.12% of portfolio
3,843
Q2 2025 Reduced 7.91%
$32B
$841,000 0.12% of portfolio
32,609
Q2 2025 Added 5.27%
$57.4B
$674,000 0.1% of portfolio
8,713
Q2 2025 Added 13.33%
$98.2B
$588,000 0.09% of portfolio
12,723
Q2 2025 Reduced 1.75%
$182B
$645,000 0.09% of portfolio
4,053
Q2 2025 Added 6.69%
$188B
$515,000 0.08% of portfolio
501
Q2 2025 Reduced 0.6%
$129B
$579,000 0.08% of portfolio
3,876
Q2 2025 Added 2.73%
$34.4B
$549,000 0.08% of portfolio
2,832
Q2 2025 Added 0.21%
$70.8B
$473,000 0.07% of portfolio
2,115
Q2 2025 Added 22.4%
$171B
$476,000 0.07% of portfolio
3,866
Q2 2025 Added 46.83%
$144B
$463,000 0.07% of portfolio
4,179
Q2 2025 Reduced 13.55%
$54.7B
$512,000 0.07% of portfolio
1,355
Q2 2025 Added 7.54%
$148B
$429,000 0.06% of portfolio
1,538
Q2 2025 Added 7.55%
$162B
$430,000 0.06% of portfolio
1,112
Q2 2025 Reduced 3.56%
$43.1B
$403,000 0.06% of portfolio
9,297
Q4 2024 New
$142B
$411,000 0.06% of portfolio
809
Q2 2025 Reduced 21.68%
$63.5B
$316,000 0.05% of portfolio
3,729
Q2 2025 Reduced 21.15%
$169B
$342,000 0.05% of portfolio
1,542
Q2 2025 Reduced 0.64%
$98.9B
$336,000 0.05% of portfolio
15,025
Q2 2025 Reduced 20.62%
$93.9B
$330,000 0.05% of portfolio
2,804
Q2 2025 Added 0.29%
$41.3B
$260,000 0.04% of portfolio
3,093
Q2 2025 New
$80.9B
$246,000 0.04% of portfolio
997
Q1 2025 Added 1.12%
$61.5B
$298,000 0.04% of portfolio
2,961
Q2 2025 Reduced 5.22%
$198B
$300,000 0.04% of portfolio
2,277
Q2 2025 Reduced 7.29%
$141B
$245,000 0.04% of portfolio
3,540
Q1 2025 Reduced 26.98%
$182B
$267,000 0.04% of portfolio
339
Q1 2025 Reduced 0.88%
$193B
$265,000 0.04% of portfolio
3,117
Q2 2025 Added 3.62%
$146B
$249,000 0.04% of portfolio
700
Q2 2025 New
$159B
$259,000 0.04% of portfolio
477
Q2 2025 Reduced 27.51%
$65.4B
$307,000 0.04% of portfolio
1,149
Q2 2025 Added 0.09%
$58.7B
$306,000 0.04% of portfolio
1,499
Q2 2025 New
$28.1B
$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%
$32.4B
$245,000 0.04% of portfolio
2,002
Q2 2025 New
$78.4B
$224,000 0.03% of portfolio
1,459
Q2 2025 Reduced 1.75%
$146B
$215,000 0.03% of portfolio
6,050
Q2 2025 Added 11.46%
$71.7B
$216,000 0.03% of portfolio
3,450
Q2 2025 Reduced 5.12%
$142B
$238,000 0.03% of portfolio
1,022
Q2 2025 Reduced 4.22%
$94.5B
$206,000 0.03% of portfolio
2,259
Q2 2025 Added 0.62%
$115B
$151,000 0.02% of portfolio
10,000
Q1 2024 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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