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Latest Onyx Bridge Wealth Group LLC Stock Portfolio

$1.14Billion | No. of Holdings #403

Onyx Bridge Wealth Group LLC Performance

2026 Q3+0.91%
YTD+2.30%
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 2026-10-16, 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 Sep, 2026. <br><br> The top stock holdings of Onyx Bridge Wealth Group LLC are IJR, CSD, QQQ. The fund has invested 5.9% of it's portfolio in ISHARES TR and 3.3% of portfolio in INVESCO EXCHANGE TRADED FD T. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), SELECT SECTOR SPDR TR (XLB) and BLACKROCK CORPOR HI YLD FD I. Onyx Bridge Wealth Group LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), VIRTUS ETF TR II (BLHY) and T ROWE PRICE EXCHANGE-TRADED (TAGG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), CALAMOS ETF TR and QUANTUMSCAPE CORP (QS).
Onyx Bridge Wealth Group LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$1.14Billion
  as of Oct 16, 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 0.91% in the last quarter. In trailing 12 months, it's portfolio return was 6.29%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr31,919,400
virtus etf tr ii17,860,200
t rowe price exchange-traded15,517,900
ishares tr9,744,720
bondbloxx etf trust2,338,000
exxonmobil holdings corp1,745,880
angel oak funds trust1,681,850
first tr exchange-traded fd1,520,180
New stocks bought by Onyx Bridge Wealth Group LLC

Additions

Ticker% Inc.
invesco exchange traded fd t2,248
calamos etf tr696
quantumscape corp600
vanguard whitehall fds372
ishares tr293
state str spdr dow jones ind264
space exploration techn corp241
ea series trust123
Additions to existing portfolio by Onyx Bridge Wealth Group LLC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-94.21
select sector spdr tr-86.98
blackrock corpor hi yld fd i-86.34
vanguard whitehall fds-84.23
ishares tr-75.68
vanguard scottsdale fds-68.26
spdr series trust-65.99
invesco exch trd slf idx fd-58.66
Onyx Bridge Wealth Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-12,405,700
invesco exch traded fd tr ii-2,091,600
ishares tr-5,946,340
ishares inc-5,657,060
managed portfolio ser-675,193
siga technologies inc-47,320
exxon mobil corp-1,646,260
spdr series trust-219,702
Onyx Bridge Wealth Group LLC got rid off the above stocks

Sector Distribution

Onyx Bridge Wealth Group LLC has about 81.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Financial Services
  • Consumer Cyclical
Sector%
Others81.4
Technology9
Communication Services2
Healthcare1.9
Financial Services1.5
Consumer Cyclical1.4

Market Cap. Distribution

Onyx Bridge Wealth Group LLC has about 18.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.4
MEGA-CAP13.5
LARGE-CAP4.7

Stocks belong to which Index?

About 15.9% 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%
Others83.7
S&P 50015.9
Top 5 Winners (%)%
BMNR
bitmine immersion techs inc
96.6 %
PLTR
palantir technologies inc
56.3 %
MPC
marathon pete corp
54.6 %
CRM
salesforce inc
45.4 %
ishares bitcoin trust etf
41.5 %
Top 5 Winners ($)$
XLB
select sector spdr tr
5.3 M
AAPL
apple inc
4.1 M
NVDA
nvidia corporation
3.0 M
MSFT
microsoft corp
2.7 M
PLTR
palantir technologies inc
1.7 M
Top 5 Losers (%)%
DRN
direxion shares etf trust
-44.5 %
EVC
entravision communications c
-43.6 %
GLW
corning inc
-38.1 %
KLAC
kla corp
-35.3 %
NIO
nio inc
-32.2 %
Top 5 Losers ($)$
AGT
ishares tr
-1.2 M
CGW
invesco exch traded fd tr ii
-1.1 M
BNDW
vanguard scottsdale fds
-1.0 M
IBM
international business machs
-0.6 M
thornburg etf tr
-0.6 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 403 stocks in it's portfolio. About 30.5% of the portfolio is in top 10 stocks. AGT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Onyx Bridge Wealth Group LLC last quarter.

$1.14BTotal Value
423Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Onyx Bridge Wealth Group LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.86%128,864
$9.74M
0.86%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.41%41,797
$4.61M
0.41%
decreased 30.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.25%55,547
$2.80M
0.25%
decreased 75.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.07%4,032
$835.4K
0.07%
decreased 0.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.06%6,855
$643.6K
0.06%
decreased 4.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.06%4,146
$632.7K
0.06%
increased 1.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.05%3,746
$547.6K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.05%5,187
$542.3K
0.05%
increased 0.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.03%7,101
$299.6K
0.03%
decreased 0.81 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.03%2,943
$297.5K
0.03%
increased 0.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0.02%3,872
$238.4K
0.02%
increased 0.55 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Onyx Bridge Wealth Group LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ABEV
Ambev Sa

Ambev Sa

ABEV
Onyx Bridge Wealth Group LLC's holding in Ambev Sa over time
0.01%37,368
$109.1K
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%17,684
$917.3K
0.08%
increased 1.7 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Onyx Bridge Wealth Group LLC's holding in Alps Etf Tr over time
0.05%15,688
$575.0K
0.05%
increased 0.74 percentadded