account_balance
Investment manager · 13F filer · SEC CIK 1819476
Onyx Bridge Wealth Group LLC
Reported value$1.14Bas of Sep 30, 2026
Positions404 33 new, 18 sold out
Top 10 weight30.5%IVV alone is 6%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.9%Trimmed −13%
RSPInvesco Exchange Traded Fd T
3.3%Added +2248%
QQQInvesco QQQ Tr
3.2%Trimmed −56%
CGDVCapital Group Dividend Value
2.9%Added +3%
XLVSelect Sector SPDR Tr
2.8%New
XLESelect Sector SPDR Tr
2.8%Trimmed −32%
AAPLApple Inc.
2.7%
VYMVanguard Whitehall FDS
2.6%Added +373%
TMBThornburg ETF Tr
2.2%Added +60%
VUGVanguard Index FDS
2.2%+45%
NVDANVIDIA Corp
2.1%+3%
PULSPgim ETF Tr
1.9%Added +41%
IVViShares Tr
5.9%Trimmed −13%
RSPInvesco Exchange Traded Fd T
3.3%+2248%
QQQInvesco QQQ Tr
3.2%−56%
CGDVCapital Group Dividend Value
2.9%+3%
XLVSelect Sector SPDR Tr
2.8%New
XLESelect Sector SPDR Tr
2.8%
AAPLApple Inc.
2.7%
VYMVanguard Whitehall FDS
2.6%+373%
TMBThornburg ETF Tr
2.2%
VUG2.2%
NVDA2.1%PULS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.9% Trimmed −13%
RSP Invesco Exchange Traded Fd T 3.3% Added +2248%
QQQ Invesco QQQ Tr 3.2% Trimmed −56%
CGDV Capital Group Dividend Value 2.9% Added +3%
XLV Select Sector SPDR Tr 2.8% New
XLE Select Sector SPDR Tr 2.8% Trimmed −32%
AAPL Apple Inc. 2.7% HeldVYM Vanguard Whitehall FDS 2.6% Added +373%
TMB Thornburg ETF Tr 2.2% Added +60%
VUG Vanguard Index FDS 2.2% Added +45%
NVDA NVIDIA Corp 2.1% Added +3%PULS Pgim ETF Tr 1.9% Added +41%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- XLV $31.9M
- VEMY $17.9M
- TFLR $15.5M
- ACWX $9.74M
arrow_upwardAdded
- RSP +2248%
- CAGE +697%
- VYM +373%
- IWN +294%
arrow_downwardTrimmed
- XLK −87%
- IGIB −76%
- SPHY −66%
- QQQ −56%
remove_circleSold out
- IJK $12.4M
- ACWI $5.95M
- EWY $5.66M
- QOWZ $2.09M
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