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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$2.68 Million 0.39% of portfolio
9,719
Q2 2025 Added 0.26%
$1.21T
$2.53 Million 0.37% of portfolio
14,368
Q2 2025 Reduced 15.0%
$551B
$2.44 Million 0.36% of portfolio
6,870
Q2 2025 Reduced 5.99%
$1.08T
$2.36 Million 0.35% of portfolio
7,441
Q2 2025 Reduced 0.37%
$0
$2.33 Million 0.34% of portfolio
16,047
Q2 2025 Reduced 0.11%
$0
$2.36 Million 0.34% of portfolio
38,533
Q2 2025 Reduced 18.41%
$210B
$2.35 Million 0.34% of portfolio
7,989
Q2 2025 Reduced 3.77%
$0
$2.25 Million 0.33% of portfolio
3,961
Q2 2025 Reduced 1.93%
$0
$2.12 Million 0.31% of portfolio
23,566
Q2 2025 Reduced 82.55%
$106B
$2.06 Million 0.3% of portfolio
6,759
Q2 2025 Added 5.43%
$0
$2.05 Million 0.3% of portfolio
55,498
Q2 2025 Reduced 3.73%
$0
$2.03 Million 0.3% of portfolio
62,729
Q2 2025 New
$0
$1.98 Million 0.29% of portfolio
8,351
Q2 2025 Reduced 2.44%
$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
36,813
Q2 2025 Added 192.63%
$261B
$1.69 Million 0.25% of portfolio
9,262
Q2 2025 Reduced 3.17%
$2.54B
$1.7 Million 0.25% of portfolio
115,949
Q2 2025 Added 2.03%
$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%
$302B
$1.61 Million 0.23% of portfolio
11,215
Q2 2025 Reduced 2.46%
$0
$1.57 Million 0.23% of portfolio
3,573
Q2 2025 Added 3.06%
$368B
$1.52 Million 0.22% of portfolio
9,534
Q2 2025 Reduced 3.27%
$36.8B
$1.47 Million 0.22% of portfolio
14,679
Q2 2025 Reduced 5.49%
$0
$1.52 Million 0.22% of portfolio
15,985
Q2 2025 Reduced 16.78%
$203B
$1.52 Million 0.22% of portfolio
19,216
Q2 2025 Reduced 1.43%
$0
$1.52 Million 0.22% of portfolio
29,136
Q2 2025 Reduced 19.28%
$621B
$1.45 Million 0.21% of portfolio
2,995
Q2 2025 Added 10.44%
$0
$1.41 Million 0.21% of portfolio
41,310
Q2 2025 Reduced 83.59%
$93.6B
$1.38 Million 0.2% of portfolio
2,713
Q2 2025 Added 14.33%
$9.42B
$1.34 Million 0.2% of portfolio
5,231
Q4 2024 Added 0.11%
$548B
$1.38 Million 0.2% of portfolio
2,461
Q2 2025 Reduced 16.26%
$545B
$1.28 Million 0.19% of portfolio
953
Q2 2025 Reduced 7.12%
$0
$1.28 Million 0.19% of portfolio
29,986
Q2 2025 Added 21.22%
$182B
$1.32 Million 0.19% of portfolio
30,516
Q2 2025 Reduced 17.92%
$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
$1.24 Million 0.18% of portfolio
66,077
Q2 2025 Added 2.81%
$118B
$1.22 Million 0.18% of portfolio
20,742
Q2 2025 Reduced 0.58%
$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
$1.25 Million 0.18% of portfolio
6,902
Q2 2025 Added 47.1%
$442B
$1.2 Million 0.17% of portfolio
11,101
Q2 2025 Reduced 1.71%
$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%

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
Track This Portfolio

Track Onyx Bridge Wealth Group LLC Portfolio

Follow Onyx Bridge Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Onyx Bridge Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Onyx Bridge Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email