Onyx Bridge Wealth Group LLC

Q2 2025 13F Holdings

  • Location
    tarrytown, NY
  • Num holdings

    316

  • Value ($000)

    $756,283

  • Date Filed
    07/30/2025
  • Form type
    13F-HR
  • CIK
    0001819476
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$91.03 M
12 %

146,604

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$28.49 M
4 %

287,208

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$27.21 M
4 %

49,325

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$21.97 M
3 %

398,761

AAPL
AAPL

APPLE INC

COM
037833100
$18.04 M
2 %

87,905

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$17.81 M
2 %

161,273

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$16.35 M
2 %

79,847

WTV
WTV

WISDOMTREE TR

WISDOMTREE US VA
97717W547
$15.14 M
2 %

175,247

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$14.41 M
2 %

32,870

XLF
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$14.15 M
2 %

270,133

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