StockDriftsStockDriftsTop 50 Onyx Bridge Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.46% | 112.5K | $82.9M | +121.09%(+61.62K) | $515.29(+42.16%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.77% | 100.5K | $75.3M | -32.55%(-48.50K) | $488.18(+59.56%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.22% | 246.4K | $46.9M | +120.56%(+134.66K) | $144.94(+31.59%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 3.58% | 749.7K | $39.8M | +3756.56%(+730.24K) | $57.20(+9.44%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.1% | 213.0K | $34.4M | +2712.03%(+205.44K) | $123.86(+23.77%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.96% | 668.2K | $32.9M | +8.36%(+51.53K) | $39.57(+28.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.44% | 93.8K | $27.1M | +0.39%(+360) | $146.64(+108.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.85% | 103.0K | $20.6M | +3.42%(+3.41K) | $92.93(+143.25%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.71% | 80.1K | $19.0M | +0.57%(+458) | $158.07(+55.03%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.54% | 365.4K | $17.1M | +17.30%(+53.89K) | $46.77(-1.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.90% | +47.76% | +6.29% | +35.66% |
| Top 20 Holdings Unweighted | +12.23% | +41.37% | +5.85% | +32.90% |
Onyx Bridge Wealth Group LLC reports $1.11B in US-listed equity holdings across 389 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (7.5%), IVV (6.8%) and XLK (4.2%). The top 20 holdings account for 48.47% of reported assets. Its disclosed equity book has returned +47.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Onyx Bridge Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1819476). View Onyx Bridge Wealth Group LLC’s 13F filings on SEC