Latest Onyx Bridge Wealth Group LLC Stock Portfolio

Onyx Bridge Wealth Group LLC Performance:

2026 Q1: -2.54%YTD: -2.54%2025: 13.84%

Performance for 2026 Q1 is -2.54%, and YTD is -2.54%, and 2025 is 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 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Onyx Bridge Wealth Group LLC reported an equity portfolio of $930 Millions as of 31 Mar, 2026.

The top stock holdings of Onyx Bridge Wealth Group LLC are IJR, QQQ, CGDV. The fund has invested 10.5% of it's portfolio in ISHARES TR and 3.2% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off ISHARES INC (ACWV), SSGA ACTIVE TR (EMTL) and SMARTSTOP SELF STORAG REIT I stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IBCE) and ISHARES TR (AAXJ). Onyx Bridge Wealth Group LLC opened new stock positions in ISHARES INC (EMGF), VANGUARD WORLD FD (EDV) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL).

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 -2.54% in the last quarter. In trailing 12 months, it's portfolio return was 13.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares inc	1,795,800
vanguard world fd	1,538,470
blackrock etf trust	810,082
ea series trust	655,650
first tr exchange-traded fd	545,165
ssga active tr	542,438
series portfolios tr	432,483
corning inc	387,923

New stocks bought by Onyx Bridge Wealth Group LLC

Additions

Ticker	% Inc.
select sector spdr tr	1,465
j p morgan exchange traded f	495
spdr series trust	416
pgim etf tr	318
public svc enterprise group	242
ishares tr	202
blackrock corpor hi yld fd i	148
ishares inc	136

Additions to existing portfolio by Onyx Bridge Wealth Group LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-96.93
ishares tr	-65.9
ishares tr	-63.82
american centy etf tr	-63.8
spdr series trust	-61.44
fidelity covington trust	-61.00
spdr series trust	-60.76
managed portfolio series	-49.25

Onyx Bridge Wealth Group LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ssga active tr	-1,065,460
ishares inc	-1,427,830
msc income fund inc	-236,349
grupo televisa s a b	-47,288
smartstop self storag reit i	-463,739
franklin templeton etf tr	-362,563
blue owl capital inc	-207,349
mitsubishi ufj finl group in	-158,600

Onyx Bridge Wealth Group LLC got rid off the above stocks

Sector Distribution

Onyx Bridge Wealth Group LLC has about 82% of it's holdings in Others sector.

Sector	%
Others	82
Technology	7.4
Healthcare	2.1
Communication Services	2.1
Financial Services	1.7
Consumer Cyclical	1.2

Market Cap. Distribution

Onyx Bridge Wealth Group LLC has about 17.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82
MEGA-CAP	12.8
LARGE-CAP	4.5

Stocks belong to which Index?

About 15.4% of the stocks held by Onyx Bridge Wealth Group LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.2
S&P 500	15.4

Top 5 Winners (%)		%
VRT	vertiv holdings co	53.8 %
MPC	marathon pete corp	49.8 %
COP	conocophillips	41.0 %
XOM	exxon mobil corp	40.2 %
DHC	diversified healthcare tr	36.9 %

Top 5 Winners ($)		$
CVX	chevron corporation	0.6 M
XOM	exxon mobil corp	0.6 M
FNDA	schwab strategic tr	0.6 M
AEMB	american centy etf tr	0.5 M
XLB	select sector spdr tr	0.5 M

Top 5 Losers (%)		%
ACRX	talphera inc	-34.5 %
INTU	intuit	-32.3 %
NOW	servicenow inc	-31.5 %
SNOW	snowflake inc	-30.2 %
FSK	fs kkr cap corp	-29.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-5.0 M
VB	vanguard index fds	-2.4 M
MSFT	microsoft corp	-2.1 M
QQQ	invesco qqq tr	-1.9 M
AAPL	apple inc	-1.7 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 373 stocks in it's portfolio. About 30.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Onyx Bridge Wealth Group LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.55	93,432	23,712,000	reduced	-3.01

AAXJ	ishares tr	0.92	77,423	8,546,750	reduced	-10.52

AAXJ	ishares tr	0.27	47,739	2,540,670	reduced	-63.82

AAXJ	ishares tr	0.10	4,167	911,531	reduced	-2.11

AAXJ	ishares tr	0.07	7,979	628,510	reduced	-7.12

AAXJ	ishares tr	0.06	5,121	545,391	added	0.41

AAXJ	ishares tr	0.06	4,054	540,186	unchanged	0.00

AAXJ	ishares tr	0.05	3,746	453,978	unchanged	0.00

AAXJ	ishares tr	0.04	3,402	361,092	reduced	-6.33

AAXJ	ishares tr	0.04	7,645	325,378	reduced	-2.86

AAXJ	ishares tr	0.03	3,926	232,384	reduced	-2.63

AB	alliancebernstein hldg l p	0.02	5,400	202,176	new

ABBV	abbvie inc	0.14	6,154	1,338,370	added	1.05

ABEV	ambev sa	0.01	37,368	109,115	unchanged	0.00

ABT	abbott laboratories	0.05	4,142	425,267	reduced	-0.74

ACES	alps etf tr	0.10	17,084	899,309	added	8.8

ACES	alps etf tr	0.06	15,016	573,757	reduced	-2.71

ACRX	talphera inc	0.00	11,500	8,589	unchanged	0.00

ACSG	dbx etf tr	0.20	51,534	1,863,480	reduced	-1.3

ACSG	dbx etf tr	0.19	17,634	1,781,440	added	131