§ 13F · FUND PROFILE
Onyx Bridge Wealth Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $920M (13F)Positions · 446Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 149K | $97M | 10.5% | −9% |
| 2 | QQQ | INVESCO QQQ TR | 51K | $29M | 3.2% | ±0% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 617K | $26M | 2.8% | +6% |
| 4 | VUG | VANGUARD INDEX FDS | 55K | $24M | 2.6% | +36% |
| 5 | AAPL | APPLE INC | 93K | $24M | 2.5% | −3% |
| 6 | WTV | WISDOMTREE TR | 204K | $19M | 2.1% | −14% |
| 7 | NVDA | NVIDIA CORPORATION | 99K | $17M | 1.9% | ±0% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 80K | $17M | 1.8% | ±0% |
| 9 | FLXR | TCW ETF TRUST | 389K | $15M | 1.6% | +18% |
| 10 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 424K | $15M | 1.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONYX SIGNAL
AC read
Onyx Bridge Wealth Group LLC is a Other fund managing $920 million in assets. The fund runs a broad portfolio of 446 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed