Onyx Bridge Wealth Group LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Onyx Bridge Wealth Group LLC 13F Holdings
CIK 0001819476 · TARRYTOWN, NY
As of Sep 30, 2025, Onyx Bridge Wealth Group LLC reported
446 positions worth $866.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 164,228 |
|
09.9M12.69% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 50,918 | $30.6M | 3.53% |
| APPLE INC | AAPL | Technology | 97,300 | $24.8M | 2.86% |
| WISDOMTREE US VALUE FUND | WTV | — | 229,510 | $20.9M | 2.41% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 39,885 |
9.1M | 2.21% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 449,747 |
8.9M | 2.18% |
| NVIDIA CORP | NVDA | Technology | 99,771 |
8.6M | 2.15% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 174,160 |
7.5M | 2.02% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 79,630 |
7.2M | 1.98% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 57,649 |
6.2M | 1.88% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 283,783 |
5.3M | 1.76% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 540,026 |
4.7M | 1.70% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 130,568 |
4.4M | 1.67% |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | — | 406,906 |
4.1M | 1.63% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 116,976 |
3.8M | 1.60% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 451,511 |
2.5M | 1.45% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 52,155 |
2.5M | 1.44% |
| ISHARES S&P 100 ETF | OEF | — | 34,727 |
1.6M | 1.33% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 292,220 |
1.0M | 1.27% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 39,706 |
0.9M | 1.25% |
| MICROSOFT CORP | MSFT | Technology | 20,842 |
0.8M | 1.25% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 32,520 |
0.7M | 1.23% |
| PACER US CASH COWS 100 ETF | COWZ | — | 177,454 |
0.2M | 1.18% |
| TCW FLEXIBLE INCOME ETF | FLXR | — | 242,174 | $9.6M | 1.11% |
| FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | FFLC | — | 176,906 | $9.2M | 1.06% |