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Latest Onyx Bridge Wealth Group LLC Stock Portfolio

$1.11Billion | No. of Holdings #388

Onyx Bridge Wealth Group LLC Performance

2026 Q2+4.02%
YTD+1.38%
2025+13.84%

About Onyx Bridge Wealth Group LLC and 13F Hedge Fund Stock Holdings

Onyx Bridge Wealth Group LLC is a hedge fund based in Tarrytown, NY. On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Onyx Bridge Wealth Group LLC reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Onyx Bridge Wealth Group LLC are QQQ, IJR, XLB. The fund has invested 7.5% of it's portfolio in INVESCO QQQ TR and 6.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (AOA) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), JANUS DETROIT STR TR (JAAA) and VANGUARD WHITEHALL FDS (VIGI). Onyx Bridge Wealth Group LLC opened new stock positions in THORNBURG ETF TR, ISHARES TR (IJR) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO EXCH TRADED FD TR II (CGW) and SPDR SERIES TRUST (BIL).
Onyx Bridge Wealth Group LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$1.11Billion
  as of Jul 23, 2026

Onyx Bridge Wealth Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Onyx Bridge Wealth Group LLC made a return of 4.02% in the last quarter. In trailing 12 months, it's portfolio return was 11.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
thornburg etf tr15,893,800
ishares tr12,405,700
ishares inc6,162,530
ishares tr5,946,340
ishares inc5,657,060
ishares tr2,596,730
calamos etf tr2,481,520
space exploration techn corp522,319
New stocks bought by Onyx Bridge Wealth Group LLC

Additions

Ticker% Inc.
select sector spdr tr3,756
invesco exch traded fd tr ii2,712
spdr series trust934
vanguard world fd730
vanguard world fd398
ishares tr397
ishares tr378
vanguard index fds300
Additions to existing portfolio by Onyx Bridge Wealth Group LLC

Reductions

Ticker% Reduced
select sector spdr tr-95.09
select sector spdr tr-88.91
select sector spdr tr-87.05
janus detroit str tr-85.24
vanguard whitehall fds-80.95
dbx etf tr-69.59
ishares inc-67.43
ishares tr-63.46
Onyx Bridge Wealth Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
j p morgan exchange traded f-10,167,700
ishares tr-9,725,660
ishares inc-1,821,360
first tr exchange-traded fd-545,165
entrepreneurshares series tr-382,018
ishares inc-1,795,800
nokia corp-97,123
pimco etf tr-377,528
Onyx Bridge Wealth Group LLC got rid off the above stocks

Sector Distribution

Onyx Bridge Wealth Group LLC has about 82.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others82.7
Technology7.9
Healthcare1.9
Communication Services1.9
Financial Services1.6
Consumer Cyclical1.1

Market Cap. Distribution

Onyx Bridge Wealth Group LLC has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.7
MEGA-CAP12.3
LARGE-CAP4.3

Stocks belong to which Index?

About 14.8% of the stocks held by Onyx Bridge Wealth Group LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.8
S&P 50014.8
Top 5 Winners (%)%
EVC
entravision communications c
313.6 %
MU
micron technology inc
240.3 %
INTC
intel corp
191.0 %
AMD
advanced micro devices inc
178.5 %
MRVL
marvell technology inc
172.3 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
13.0 M
IJR
ishares tr
11.9 M
XLB
select sector spdr tr
10.3 M
CGW
invesco exch traded fd tr ii
5.5 M
CGDV
capital group dividend value
4.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
VB
vanguard index fds
-72.5 %
AMPS
ishares tr
-70.3 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-42.6 M
AMPS
ishares tr
-5.2 M
EDV
vanguard world fd
-3.5 M
XLB
select sector spdr tr
-3.1 M
VAW
vanguard world fd
-2.4 M

Onyx Bridge Wealth Group LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC has 388 stocks in it's portfolio. About 35.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Onyx Bridge Wealth Group LLC last quarter.

$1.11BTotal Value
411Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Onyx Bridge Wealth Group LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
1.09%228,395
$12.14M
1.09%
increased 378.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.6%59,868
$6.61M
0.6%
decreased 22.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.54%37,882
$5.95M
0.54%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.09%4,050
$981.8K
0.09%
decreased 2.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.06%7,209
$708.6K
0.06%
decreased 9.65 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.06%4,080
$611.2K
0.06%
increased 0.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.05%5,154
$548.7K
0.05%
increased 0.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.05%3,746
$533.4K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.03%2,939
$316.3K
0.03%
decreased 13.61 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.03%7,159
$296.6K
0.03%
decreased 6.36 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.02%3,851
$255.9K
0.02%
decreased 1.91 percentreduced
ABEV
Ambev Sa

Ambev Sa

ABEV
Onyx Bridge Wealth Group LLC's holding in Ambev Sa over time
0.01%37,368
$117.3K
0.01%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Onyx Bridge Wealth Group LLC's holding in Alps Etf Tr over time
0.08%17,388
$901.6K
0.08%
increased 1.78 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Onyx Bridge Wealth Group LLC's holding in Alps Etf Tr over time
0.05%15,572
$593.3K
0.05%
increased 3.7 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Onyx Bridge Wealth Group LLC's holding in Dbx Etf Tr over time
0.17%51,976
$1.90M
0.17%
increased 0.86 percentadded