Onyx Bridge Wealth Group LLC: 13F holdings

CIK 18194762026Q2

Positions389
Reported value$1.1bn
Filed2026-07-23

Change since last quarter

Positions389 (+16 vs prior quarter)
Reported value$1.1bn (+19.5%)

Top 10 holdings

SecuritySharesValueWeight
QQQ INVESCO QQQ TR112,507$82.9m7.5%
IVV ISHARES TR100,513$75.3m6.8%
XLK SELECT SECTOR SPDR TR246,355$46.9m4.2%
XLE SELECT SECTOR SPDR TR749,677$39.8m3.6%
SPMO INVESCO EXCH TRADED FD TR II213,011$34.4m3.1%
CGDV CAPITAL GROUP DIVIDEND VALUE668,224$32.9m3.0%
AAPL APPLE INC93,792$27.1m2.4%
NVDA NVIDIA CORPORATION103,012$20.6m1.9%
VIG VANGUARD SPECIALIZED FUNDS80,141$19.0m1.7%
VMBS VANGUARD SCOTTSDALE FDS365,376$17.1m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1819476")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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