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Onyx Bridge Wealth Group LLC

13F filer · CIK 0001819476
Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$1.11BU.S. long equity reported on 13F
Positions18019 new · 12 closed
Net flow last quarter+$35.3MBuys minus sells
Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 2026180 positions
QQQInvesco QQQ Trust, Series 1$82.9M7.46%Not reported+121.1%Q1 2021
AAPLApple Inc.$27.1M2.44%0.00%+0.4%Q4 2020
NVDANvidia Corp$20.6M1.85%0.00%+3.4%Q2 2021
PULSPulse Electronics Corp$15.1M1.36%1.74%+39.4%Q3 2021
FLXRVW Win Century Inc.$9.1M0.82%0.13%-40.3%Q4 2025
PENPenumbra Inc$8.44M0.76%0.07%Not reportedQ4 2021
GOOGAlphabet Inc.$8.08M0.73%Not reported-3.4%Q4 2020
MSFTMicrosoft Corp$7.29M0.66%0.00%+1.4%Q4 2020
AMZNAmazon Com Inc$6.92M0.62%0.00%-0.9%Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$6.26M0.56%Not reported-4.9%Q2 2023
SPYSPDR S&P 500 ETF Trust$6.17M0.55%Not reported-2.1%Q4 2020
GOOGLAlphabet Inc.$5.91M0.53%0.00%-0.8%Q4 2020
QMARQuintana Maritime LTD$4.96M0.45%Not reported-5.6%Q2 2025
JPMJPMorgan Chase & Co$4.8M0.43%0.00%+0.4%Q4 2020
AVGOBroadcom Inc.$4.53M0.41%0.00%-3.5%Q2 2022
GLDSPDR Gold Trust$4.39M0.39%0.00%-20.8%Q4 2020
MUMicron Technology Inc$4.25M0.38%0.00%-1.1%Q1 2024
METAMeta Platforms, Inc.$3.37M0.30%Not reported-2.7%Q4 2020
TSLATesla, Inc.$2.91M0.26%0.00%-3.8%Q4 2020
MRVLMarvell Technology, Inc.$2.89M0.26%0.00%+11.6%Q2 2023
MRKMerck & Co., Inc.$2.63M0.24%0.00%+0.7%Q4 2020
PLTRPalantir Technologies Inc.$2.62M0.24%0.00%-0.6%Q1 2021
VVisa Inc.$2.56M0.23%0.00%+4.9%Q2 2021
LLYELI LILLY & Co$2.3M0.21%0.00%+26.1%Q1 2022
CRWDCrowdStrike Holdings, Inc.$2.3M0.21%0.00%+0.3%Q1 2024
IBMInternational Business Machines Corp$2.27M0.20%0.00%+0.4%Q4 2020
BRK.BBerkshire Hathaway Inc$2.23M0.20%Not reported+8.1%Q1 2022
ETNEaton Corp plc$2.13M0.19%0.00%+11.4%Q2 2025
MSIMotorola Solutions, Inc.$1.84M0.17%0.00%+1.8%Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust$1.8M0.16%Not reported-2.0%Q2 2023
PMPhilip Morris International Inc.$1.8M0.16%0.00%-1.9%Q4 2020
EDConsolidated Edison Inc$1.68M0.15%0.00%+2.5%Q4 2020
CVXChevron Corp$1.67M0.15%0.00%-11.1%Q4 2020
XOMExxonMobil Holdings Corp$1.65M0.15%0.00%-1.0%Q4 2020
ABBVAbbVie Inc.$1.61M0.15%0.00%+4.1%Q2 2021
AMDAdvanced Micro Devices Inc$1.56M0.14%0.00%-7.6%Q2 2021
MOAltria Group, Inc.$1.55M0.14%0.00%-0.8%Q4 2020
JNJJohnson & Johnson$1.52M0.14%0.00%+5.2%Q1 2021
PPIPassport Potash Inc$1.47M0.13%0.03%+7.6%Q4 2022
PGPROCTER & GAMBLE Co$1.44M0.13%0.00%-1.3%Q2 2023
MAMastercard Inc$1.35M0.12%0.00%Not reportedQ4 2021
CSCOCisco Systems, Inc.$1.29M0.12%0.00%-0.1%Q3 2021
VZVerizon Communications Inc$1.26M0.11%0.00%-1.7%Q4 2020
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.25M0.11%Not reported+1.4%Q4 2020
COSTCostco Wholesale Corp$1.22M0.11%0.00%+2.0%Q3 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.21M0.11%0.00%+6.1%Q2 2024
PFEPfizer Inc$1.16M0.10%0.00%-1.8%Q1 2021
WMTWalmart Inc.$1.09M0.10%0.00%+1.5%Q1 2022
CGCarlyle Group Inc.$1.05M0.09%0.01%+0.1%Q4 2025
ARCCAres Capital Corp$1.05M0.09%0.01%+3.1%Q4 2020
Q1 2026Reported Apr 22, 2026173 positions
QQQInvesco QQQ Trust, Series 1$29.4M3.16%Not reported-0.1%Q1 2021
AAPLApple Inc.$23.7M2.55%0.00%-3.0%Q4 2020
NVDANvidia Corp$17.4M1.87%0.00%-0.5%Q2 2021
FLXRVW Win Century Inc.$15.3M1.64%0.22%+17.7%Q4 2025
PULSPulse Electronics Corp$10.9M1.17%1.25%+318.8%Q3 2021
IGLBBimergen Energy Corp$9.73M1.05%Not reported+67.7%Q2 2025
PENPenumbra Inc$8.78M0.94%0.07%-0.2%Q4 2021
MSFTMicrosoft Corp$7.14M0.77%0.00%+4.7%Q4 2020
GOOGAlphabet Inc.$6.79M0.73%Not reported-0.3%Q4 2020
GLDSPDR Gold Trust$6.47M0.70%0.00%-0.7%Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$6.17M0.66%Not reported+7.1%Q2 2023
AMZNAmazon Com Inc$6.1M0.66%0.00%+1.2%Q4 2020
SPYSPDR S&P 500 ETF Trust$5.48M0.59%Not reported-3.3%Q4 2020
GOOGLAlphabet Inc.$4.79M0.52%0.00%-2.4%Q4 2020
QMARQuintana Maritime LTD$4.75M0.51%Not reported-2.4%Q2 2025
JPMJPMorgan Chase & Co$4.3M0.46%0.00%-1.4%Q4 2020
AVGOBroadcom Inc.$3.85M0.41%0.00%-0.4%Q2 2022
METAMeta Platforms, Inc.$3.52M0.38%Not reported+3.9%Q4 2020
PLTRPalantir Technologies Inc.$3.3M0.36%0.00%+5.4%Q1 2021
TSLATesla, Inc.$2.68M0.29%0.00%-1.1%Q4 2020
HYTBlackRock Corporate High Yield Fund, Inc.$2.56M0.28%Not reported+148.2%Q3 2022
MRKMerck & Co., Inc.$2.45M0.26%0.00%+1.3%Q4 2020
CVXChevron Corp$2.35M0.25%0.00%-6.6%Q4 2020
VVisa Inc.$2.15M0.23%0.00%+0.7%Q2 2021
XOMExxonMobil Holdings Corp$2.06M0.22%0.00%+2.8%Q4 2020
BRK.BBerkshire Hathaway Inc$1.98M0.21%Not reported+3.6%Q1 2022
IBMInternational Business Machines Corp$1.95M0.21%0.00%+8.6%Q4 2020
MSIMotorola Solutions, Inc.$1.89M0.20%0.00%+0.1%Q4 2025
PMPhilip Morris International Inc.$1.68M0.18%0.00%+5.0%Q4 2020
EDConsolidated Edison Inc$1.67M0.18%0.00%+0.1%Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust$1.63M0.18%Not reported+0.9%Q2 2023
ETNEaton Corp plc$1.61M0.17%0.00%-6.4%Q2 2025
VZVerizon Communications Inc$1.53M0.16%0.00%-1.2%Q4 2020
PGPROCTER & GAMBLE Co$1.44M0.15%0.00%+0.4%Q2 2023
MOAltria Group, Inc.$1.43M0.15%0.00%+0.3%Q4 2020
LLYELI LILLY & Co$1.4M0.15%0.00%+2.6%Q1 2022
JNJJohnson & Johnson$1.39M0.15%0.00%+2.4%Q1 2021
PFEPfizer Inc$1.38M0.15%0.00%+2.7%Q1 2021
ABBVAbbVie Inc.$1.34M0.14%0.00%+1.1%Q2 2021
PPIPassport Potash Inc$1.33M0.14%0.03%+4.5%Q4 2022
MAMastercard Inc$1.31M0.14%0.00%+0.7%Q4 2021
COSTCostco Wholesale Corp$1.27M0.14%0.00%+38.4%Q3 2021
MUMicron Technology Inc$1.26M0.14%0.00%+5.0%Q1 2024
CGCarlyle Group Inc.$1.21M0.13%0.01%Not reportedQ4 2025
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.2M0.13%Not reported+6.5%Q4 2020
TAt&T Inc.$1.18M0.13%0.00%-5.1%Q4 2020
WMTWalmart Inc.$1.17M0.13%0.00%-0.2%Q1 2022
CRWDCrowdStrike Holdings, Inc.$1.17M0.13%0.00%+10.3%Q1 2024
NFLXNetflix Inc$1.13M0.12%0.00%+5.1%Q4 2020
PEGPublic Service Enterprise Group Inc$1M0.11%0.00%+242.8%Q2 2025
Q4 2025Reported Feb 18, 2026169 positions
QQQInvesco QQQ Trust, Series 1$31.3M3.33%Not reportedNot reportedQ1 2021
AAPLApple Inc.$26.2M2.79%0.00%Not reportedQ4 2020
NVDANvidia Corp$18.7M1.99%0.00%Not reportedQ2 2021
FLXRVW Win Century Inc.$13.1M1.39%0.19%NewQ4 2025
MSFTMicrosoft Corp$8.9M0.95%0.00%Not reportedQ4 2020
PENPenumbra Inc$8.33M0.89%0.07%Not reportedQ4 2021
GOOGAlphabet Inc.$7.45M0.79%Not reportedNot reportedQ4 2020
AMZNAmazon Com Inc$6.68M0.71%0.00%Not reportedQ4 2020
GLDSPDR Gold Trust$6.01M0.64%0.00%Not reportedQ4 2020
SPYSPDR S&P 500 ETF Trust$5.95M0.63%Not reportedNot reportedQ4 2020
IGLBBimergen Energy Corp$5.9M0.63%Not reportedNot reportedQ2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$5.58M0.59%Not reportedNot reportedQ2 2023
GOOGLAlphabet Inc.$5.35M0.57%0.00%Not reportedQ4 2020
JPMJPMorgan Chase & Co$4.78M0.51%0.00%Not reportedQ4 2020
QMARQuintana Maritime LTD$4.77M0.51%Not reportedNot reportedQ2 2025
AVGOBroadcom Inc.$4.32M0.46%0.00%Not reportedQ2 2022
METAMeta Platforms, Inc.$3.91M0.42%Not reportedNot reportedQ4 2020
PLTRPalantir Technologies Inc.$3.81M0.41%0.00%Not reportedQ1 2021
TSLATesla, Inc.$3.28M0.35%0.00%Not reportedQ4 2020
PULSPulse Electronics Corp$2.6M0.28%0.30%Not reportedQ3 2021
VVisa Inc.$2.48M0.26%0.00%Not reportedQ2 2021
IBMInternational Business Machines Corp$2.19M0.23%0.00%Not reportedQ4 2020
MRKMerck & Co., Inc.$2.11M0.22%0.00%Not reportedQ4 2020
BRK.BBerkshire Hathaway Inc$2M0.21%Not reportedNot reportedQ1 2022
CVXChevron Corp$1.85M0.20%0.00%Not reportedQ4 2020
GBDCGOLUB CAPITAL BDC, Inc.$1.72M0.18%0.05%Not reportedQ2 2022
DIASPDR Dow Jones Industrial Average ETF Trust$1.68M0.18%Not reportedNot reportedQ2 2023
MSIMotorola Solutions, Inc.$1.67M0.18%0.00%NewQ4 2025
LLYELI LILLY & Co$1.59M0.17%0.00%Not reportedQ1 2022
PMPhilip Morris International Inc.$1.55M0.16%0.00%Not reportedQ4 2020
ETNEaton Corp plc$1.53M0.16%0.00%Not reportedQ2 2025
MAMastercard Inc$1.49M0.16%0.00%Not reportedQ4 2021
CGCarlyle Group Inc.$1.47M0.16%0.01%NewQ4 2025
EDConsolidated Edison Inc$1.47M0.16%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$1.42M0.15%0.00%Not reportedQ4 2020
PGPROCTER & GAMBLE Co$1.42M0.15%0.00%Not reportedQ2 2023
ABBVAbbVie Inc.$1.39M0.15%0.00%Not reportedQ2 2021
CRWDCrowdStrike Holdings, Inc.$1.28M0.14%0.00%Not reportedQ1 2024
VZVerizon Communications Inc$1.25M0.13%0.00%Not reportedQ4 2020
MOAltria Group, Inc.$1.25M0.13%0.00%Not reportedQ4 2020
CEGConstellation Energy Corp$1.22M0.13%0.00%Not reportedQ1 2022
PFEPfizer Inc$1.19M0.13%0.00%Not reportedQ1 2021
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.19M0.13%Not reportedNot reportedQ4 2020
JNJJohnson & Johnson$1.15M0.12%0.00%Not reportedQ1 2021
PPIPassport Potash Inc$1.14M0.12%0.03%Not reportedQ4 2022
HYTBlackRock Corporate High Yield Fund, Inc.$1.08M0.11%Not reportedNot reportedQ3 2022
ARCCAres Capital Corp$1.07M0.11%0.01%Not reportedQ4 2020
TAt&T Inc.$1.06M0.11%0.00%Not reportedQ4 2020
WMTWalmart Inc.$1.05M0.11%0.00%Not reportedQ1 2022
NFLXNetflix Inc$1.05M0.11%0.00%Not reportedQ4 2020
Q2 2025Reported Jul 30, 2025148 positions
QQQInvesco QQQ Trust, Series 1$27.2M3.60%Not reported-0.7%Q1 2021
AAPLApple Inc.$18M2.38%0.00%-2.8%Q4 2020
NVDANvidia Corp$8.67M1.15%0.00%-2.9%Q2 2021
MSFTMicrosoft Corp$7.55M1.00%0.00%+0.2%Q4 2020
AMZNAmazon Com Inc$5.99M0.79%0.00%-2.5%Q4 2020
IGLBBimergen Energy Corp$5.89M0.78%Not reportedNewQ2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$4.84M0.64%Not reported-3.8%Q2 2023
SPYSPDR S&P 500 ETF Trust$4.69M0.62%Not reported+3.8%Q4 2020
GOOGAlphabet Inc.$4.12M0.55%Not reported-1.7%Q4 2020
JPMJPMorgan Chase & Co$4.03M0.53%0.00%-0.8%Q4 2020
METAMeta Platforms, Inc.$3.84M0.51%Not reported+15.3%Q4 2020
PLTRPalantir Technologies Inc.$3.3M0.44%0.00%+2.6%Q1 2021
QMARQuintana Maritime LTD$3.21M0.42%Not reportedNewQ2 2025
AVGOBroadcom Inc.$2.68M0.35%0.00%+0.3%Q2 2022
GOOGLAlphabet Inc.$2.53M0.33%0.00%-15.0%Q4 2020
VVisa Inc.$2.44M0.32%0.00%-6.0%Q2 2021
TSLATesla, Inc.$2.36M0.31%0.00%-0.4%Q4 2020
IBMInternational Business Machines Corp$2.36M0.31%0.00%-3.8%Q4 2020
GLDSPDR Gold Trust$2.06M0.27%0.00%+5.4%Q4 2020
GBDCGOLUB CAPITAL BDC, Inc.$1.7M0.22%0.04%+2.0%Q2 2022
PMPhilip Morris International Inc.$1.69M0.22%0.00%-3.2%Q4 2020
CVXChevron Corp$1.61M0.21%0.00%-2.5%Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust$1.57M0.21%Not reported+3.1%Q2 2023
MRKMerck & Co., Inc.$1.52M0.20%0.00%-1.4%Q4 2020
PGPROCTER & GAMBLE Co$1.52M0.20%0.00%-3.3%Q2 2023
EDConsolidated Edison Inc$1.47M0.19%0.00%-5.5%Q4 2020
BRK.BBerkshire Hathaway Inc$1.45M0.19%Not reported+10.4%Q1 2022
MAMastercard Inc$1.38M0.18%0.00%-16.3%Q4 2021
CRWDCrowdStrike Holdings, Inc.$1.38M0.18%0.00%+14.3%Q1 2024
PENPenumbra Inc$1.34M0.18%0.01%Not reportedQ4 2021
VZVerizon Communications Inc$1.32M0.17%0.00%-17.9%Q4 2020
PULSPulse Electronics Corp$1.32M0.17%0.15%Not reportedQ3 2021
NFLXNetflix Inc$1.28M0.17%0.00%-7.1%Q4 2020
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.24M0.16%Not reported+2.8%Q4 2020
MOAltria Group, Inc.$1.22M0.16%0.00%-0.6%Q4 2020
XOMExxonMobil Holdings Corp$1.2M0.16%0.00%-1.7%Q4 2020
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$1.03M0.14%Not reported-89.9%Q2 2022
FSKFS KKR Capital Corp$1.02M0.13%0.02%-2.0%Q4 2020
CEGConstellation Energy Corp$1.01M0.13%0.00%+0.2%Q1 2022
ARCCAres Capital Corp$998K0.13%0.01%-2.5%Q4 2020
ABBVAbbVie Inc.$994K0.13%0.00%-5.6%Q2 2021
TAt&T Inc.$975K0.13%0.00%-5.6%Q4 2020
LLYELI LILLY & Co$973K0.13%0.00%+5.6%Q1 2022
PFEPfizer Inc$967K0.13%0.00%+24.3%Q1 2021
UBERUber Technologies, Inc$875K0.12%0.00%+13.7%Q2 2023
COSTCostco Wholesale Corp$847K0.11%0.00%-2.4%Q3 2021
KHCKraft Heinz Co$842K0.11%0.00%+5.3%Q1 2021
DISWalt Disney Co$822K0.11%0.00%-8.6%Q4 2020
BABoeing Co$805K0.11%0.00%-7.9%Q1 2021
WMTWalmart Inc.$797K0.11%0.00%-0.8%Q1 2022
Premium opens every quarter this fund has filed

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