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Onyx Bridge Wealth Group LLC

Q4 2025 13F Holdings

  • Location
    tarrytown, NY
  • Num holdings

    366

  • Value ($000)

    $940,153

  • Date Filed
    02/18/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$112.02M
12 %

163,549

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$31.3M
3 %

50,945

A
AAPL

APPLE INC

COM
037833100
$26.19M
3 %

96,330

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$25.44M
3 %

582,929

W
WTV

WISDOMTREE TR

WISDOMTREE US VA
97717W547
$22.06M
2 %

236,493

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$19.8M
2 %

40,590

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.67M
2 %

100,106

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$17.51M
2 %

79,677

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
81369Y803
$16.18M
2 %

112,411

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$15.03M
2 %

150,449

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