Onyx Bridge Wealth Group LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    tarrytown, NY
  • CIK
    0001819476
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

293

$697.18M
IVV, COWZ, VUG, NDQ
13F-HR
Apr 29, 2025
000181947625000005

284

$694.45M
IVV, COWZ, NDQ, AAPL
13F-HR
Jan 27, 2025
000181947625000002

285

$663.32M
IVV, COWZ, NDQ, AAPL
13F-HR
Oct 17, 2024
000181947624000009

273

$609.11M
IVV, COWZ, NDQ, AAPL
13F-HR
Jul 22, 2024
000181947624000006

263

$559.81M
IVV, COWZ, NDQ, AGG
13F-HR
Apr 29, 2024
000181947624000004

251

$495.58M
IVV, AGG, VUG, COWZ
13F-HR
Jan 31, 2024
000181947624000002

235

$427.84M
IVV, COWZ, JHMM, NDQ
13F-HR
Oct 16, 2023
000181947623000010

237

$418.09M
IVV, COWZ, SHV, NDQ
13F-HR
Jul 25, 2023
000181947623000008

187

$250.55M
COWZ, IVV, AAPL, ISTB
13F-HR
Apr 10, 2023
000181947623000006

184

$245.87M
VTV, SPDR SER TR, ISTB, AGG
13F-HR
Jan 11, 2023
000181947623000002

174

$219.26M
SPDR SER TR, ISTB, AGG, IVV
13F-HR
Oct 13, 2022
000181947622000004

168

$224.34M
SPDR SER TR, ISTB, VTV, AGG
13F-HR
Jul 25, 2022
000181947622000002

159

$263.52M
VUG, IVV, SPDR SER TR, ISTB
13F-HR
May 9, 2022
000139834422009001

174

$296.63M
VUG, IXUS, IVV, JHMM
13F-HR
Jan 18, 2022
000139834422000737

157

$266.25M
IXUS, VUG, JHMM, IVV
13F-HR
Oct 20, 2021
000139834421020132

130

$231.31M
RODM, MTUM, JHMM, IUSB
13F-HR
Jul 20, 2021
000139834421014577

116

$199.75M
IUSB, JHMM, VB, IVV
13F-HR
May 12, 2021
000139834421010326

75

$152.68M
JHMM, VB, AGG, SPEM
13F-HR
Feb 16, 2021
000139834421003442