Onyx Bridge Wealth Group LLC

Q3 2025 13F Holdings

  • Location
    tarrytown, NY
  • Num holdings

    367

  • Value ($000)

    $919,769

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001819476
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$110.22M
12 %

164,673

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$30.58M
3 %

50,918

A
AAPL

APPLE INC

COM
$25.29M
3 %

99,313

W
WTV

WISDOMTREE TR

WISDOMTREE US VA
$20.89M
2 %

229,510

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$19.26M
2 %

40,167

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
$18.91M
2 %

449,747

N
NVDA

NVIDIA CORPORATION

COM
$18.70M
2 %

100,234

A
AGG

ISHARES TR

CORE US AGGBD ET
$17.46M
2 %

174,160

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$17.19M
2 %

79,630

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$16.25M
2 %

57,649

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