§ 13F · FUND PROFILE
Onyx Bridge Wealth Group LLC.
AUM · $1.1B (13F)Positions · 497Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 113K | $83M | 7.5% | +121% |
| 2 | IVV | ISHARES TR | 101K | $75M | 6.8% | −33% |
| 3 | XLK | SELECT SECTOR SPDR TR | 246K | $47M | 4.2% | +121% |
| 4 | XLE | SELECT SECTOR SPDR TR | 750K | $40M | 3.6% | +3757% |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | 213K | $34M | 3.1% | +2712% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 668K | $33M | 3.0% | +8% |
| 7 | AAPL | APPLE INC | 93K | $27M | 2.4% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 102K | $20M | 1.8% | +3% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 80K | $19M | 1.7% | +1% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 365K | $17M | 1.5% | +17% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 497 positions.
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