Onyx Bridge Wealth Group LLC Portfolio Holdings
Onyx Bridge Wealth Group LLC
- $816 Million
- Q3 2025
Onyx Bridge Wealth Group LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $816 Million distributed in 447 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 $110M, Invesco Qqq Trust, Series 1 with a value of $30.6M, Apple Inc. with a value of $25.3M, Wisdomtree Tr Wisdomtree U.S. with a value of $20.9M, and Vanguard Growth ETF with a value of $19.3M.
Examining the 13F form we can see an increase of $131M in the current position value, from $684M to 816M.
Below you can find more details about Onyx Bridge Wealth Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$816 Million
ETFs: $621 Million
Technology: $77.2 Million
Financial Services: $27.4 Million
Communication Services: $19.1 Million
Consumer Cyclical: $12.4 Million
Healthcare: $10.7 Million
Industrials: $9.17 Million
Consumer Defensive: $8.81 Million
Other: $9.39 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 447
- Current Value $816 Million
- Prior Value $684 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 65 stocks
- Additional Purchases 186 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks