StockDriftsStockDriftsTop 50 Onyx Bridge Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.88% | 87.4K | $67.0M | -13.02%(-13.08K) | $488.18(+57.73%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.29% | 179.9K | $37.4M | +2248.43%(+172.23K) | $208.81(+2.20%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.23% | 49.8K | $36.8M | -55.74%(-62.71K) | $515.29(+39.41%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.94% | 686.4K | $33.5M | +2.71%(+18.13K) | $39.82(+23.12%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.8% | 189.5K | $31.9M | new | $163.44(+7.47%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.77% | 512.8K | $31.5M | -31.59%(-236.83K) | $57.20(+18.54%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.73% | 93.5K | $31.2M | -0.27%(-253) | $146.64(+133.87%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.55% | 187.3K | $29.1M | +372.69%(+147.64K) | $149.39(+6.74%) | 2026-09-30 | |
| TMB | THORNBURG ETF TR | 2.16% | 1.00M | $24.6M | +59.63%(+373.88K) | $25.22(-1.85%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.15% | 272.3K | $24.5M | +44.78%(+84.20K) | $72.55(+22.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.22% | +52.95% | +6.75% | +38.62% |
| Top 20 Holdings Unweighted | +13.37% | +45.70% | +6.02% | +33.94% |
Onyx Bridge Wealth Group LLC reports $1.14B in US-listed equity holdings across 404 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.9%), RSP (3.3%) and QQQ (3.2%). The top 20 holdings account for 46.23% of reported assets. Its disclosed equity book has returned +52.95% on a three-year cumulative basis. Figures reflect the Q3 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