EdgeMarket › What Onyx Bridge Wealth Group Llc reported owning
What Onyx Bridge Wealth Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
930.0MPositions
373Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 97.3M | 10.5% | 149.0K | 769.31 | +20.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 29.4M | 3.2% | 50.9K | 713.44 | +26.1% |
| CGDV Capital Group Dividend Value ETF | 26.2M | 2.8% | 616.7K | 50.21 | +22.5% |
| VUG Vanguard Morningstar Growth ETF | 24.1M | 2.6% | 55.2K | 87.50 | +15.9% |
| AAPL Apple Inc. | 23.7M | 2.5% | 93.4K | 309.35 | +36.9% |
| WTV WisdomTree U.S. Value Fund | 19.4M | 2.1% | 204.3K | 108.29 | +21.4% |
| NVDA NVIDIA CORP | 17.4M | 1.9% | 99.6K | 214.72 | +22.4% |
| VIG Vanguard Div Appreciation ETF | 17.1M | 1.8% | 79.7K | 243.91 | +16.2% |
| FLXR TCW Flexible Income ETF | 15.3M | 1.6% | 389.0K | 38.92 | -1.6% |
| CGDG Capital Group Dividend Growers ETF | 15.2M | 1.6% | 424.1K | 38.91 | +14.1% |
| XLK State Street Technology Select Sector SPDR ETF | 14.8M | 1.6% | 111.7K | 183.31 | +41.1% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 14.6M | 1.6% | 311.5K | 46.15 | -0.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13.7M | 1.5% | 137.7K | 97.35 | -1.7% |
| XLI State Street Industrial Select Sector SPDR ETF | 12.1M | 1.3% | 75.1K | 180.25 | +19.2% |
| ICVT iShares Convertible Bond ETF | 12.0M | 1.3% | 118.3K | 115.86 | +25.4% |
| XLU State Street Utilities Select Sector SPDR ETF | 12.0M | 1.3% | 261.3K | 42.77 | -0.7% |
| VWOB Vanguard Emerging Markets Government Bond ETF | 11.8M | 1.3% | 179.2K | 65.91 | -0.3% |
| XLC State Street Communication Services Select Sec | 11.8M | 1.3% | 106.1K | 111.40 | +1.4% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 11.7M | 1.3% | 429.0K | 27.14 | -1.9% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 11.0M | 1.2% | 309.9K | 42.46 | +15.8% |
| PULS PGIM Ultra Short Bond ETF | 10.9M | 1.2% | 219.1K | 49.67 | -0.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 10.3M | 1.1% | 32.3K | 378.24 | +20.5% |
| JPIB JPMorgan International Bond Opportunities ETF | 10.2M | 1.1% | 212.6K | 47.86 | -1.8% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 9.7M | 1.0% | 196.0K | 47.79 | -4.9% |
| COWZ Pacer US Cash Cows 100 ETF | 9.2M | 1.0% | 147.3K | 72.02 | +26.3% |
| PEN Penumbra Inc | 8.8M | 0.9% | 26.7K | 325.18 | +27.2% |
| CSM ProShares Large Cap Core Plus | 8.6M | 0.9% | 115.1K | 88.60 | +21.2% |
| SHV iShares 0-1 Year Treasury Bond ETF | 8.5M | 0.9% | 77.4K | 110.31 | -0.0% |
| DGT State Street SPDR Global Dow ETF | 8.1M | 0.9% | 47.7K | 192.18 | +23.0% |
| MOAT VanEck Morningstar Wide Moat ETF | 7.8M | 0.8% | 80.7K | 114.42 | +17.5% |
| OEF iShares S&P 100 Fund | 7.6M | 0.8% | 23.8K | 377.86 | +19.6% |
| JQUA JPMorgan U.S. Quality Factor ETF | 7.6M | 0.8% | 123.3K | 74.75 | +22.0% |
| QDPL Pacer Metaurus US Large Cap Dividend Multiplie | 7.2M | 0.8% | 178.7K | 46.38 | +14.6% |
| FFLC Fidelity Fundamental Large Cap Core ETF | 7.1M | 0.8% | 139.3K | 59.83 | +19.0% |
| MSFT MICROSOFT CORP | 7.1M | 0.8% | 19.3K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 6.8M | 0.7% | 23.7K | 341.75 | +70.7% |
| GLD SPDR GOLD TRUST | 6.5M | 0.7% | 15.0K | 423.36 | +37.3% |
| VYM Vanguard High Dividend Yield ETF | 6.2M | 0.7% | 41.6K | 164.97 | +19.9% |
| AMZN AMAZON COM INC | 6.1M | 0.7% | 29.3K | 258.63 | +15.6% |
| FFEB FT Vest U.S. Equity Buffer ETF - February | 6.0M | 0.6% | 107.6K | 62.23 | +16.0% |
| FJUL FT Vest U.S. Equity Buffer ETF - July | 6.0M | 0.6% | 109.3K | 61.10 | +14.8% |
| SPIB State Street SPDR Portfolio Intermediate Term | 5.8M | 0.6% | 173.6K | 33.09 | -1.7% |
| SPY SPDR S&P 500 ETF TRUST | 5.5M | 0.6% | 8.4K | 765.72 | +20.0% |
| FBND Fidelity Total Bond ETF | 5.5M | 0.6% | 120.1K | 44.90 | -2.1% |
| SCHD Schwab US Dividend Equity ETF | 5.4M | 0.6% | 174.8K | 35.11 | +27.6% |
| SPHQ Invesco S&P 500 Quality ETF | 5.0M | 0.5% | 66.3K | 85.95 | +18.7% |
| SPTI State Street SPDR Portfolio Intermediate Term | 4.9M | 0.5% | 169.9K | 28.07 | -2.3% |
| XMHQ Invesco S&P MidCap Quality ETF | 4.9M | 0.5% | 47.1K | 119.27 | +16.0% |
| GOOGL Alphabet Inc. | 4.8M | 0.5% | 16.7K | 344.82 | +73.0% |
| QMAR FT Vest Nasdaq-100 Buffer ETF - March | 4.7M | 0.5% | 141.2K | 37.63 | +19.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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