Onyx Bridge Wealth Group LLC

Q3 2025 13F Holdings

  • Location
    tarrytown, NY
  • Num holdings

    367

  • Value ($000)

    $919,769

  • Date Filed
    11/06/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$110.22 M
12 %

164,673

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$30.58 M
3 %

50,918

AAPL
AAPL

APPLE INC

COM
037833100
$25.29 M
3 %

99,313

WTV
WTV

WISDOMTREE TR

WISDOMTREE US VA
97717W547
$20.89 M
2 %

229,510

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$19.26 M
2 %

40,167

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$18.91 M
2 %

449,747

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.70 M
2 %

100,234

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$17.46 M
2 %

174,160

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.19 M
2 %

79,630

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$16.25 M
2 %

57,649

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 367