13F Insight
DOSSIER · 13F-HR · Q3 2026

Onyx Bridge Wealth Group LLC

$1.1B in tracked AUM across 520 positions as of Q3 2026.

OB
CIK 0001819476 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
520
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Onyx Bridge Wealth Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$67M87K5.9%02
RSP
INVESCO EXCHANGE TRADED FD T
$37M180K3.3%03
QQQ
INVESCO QQQ TR
$37M50K3.2%04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$34M686K2.9%05
XLV
SELECT SECTOR SPDR TR
$32M190K2.8%06
XLE
SELECT SECTOR SPDR TR
$32M513K2.8%07
AAPL
APPLE INC
$31M94K2.7%08
VYM
VANGUARD WHITEHALL FDS
$29M187K2.6%09
TMB
THORNBURG ETF TR
$25M1.0M2.2%10
VUG
VANGUARD INDEX FDS
$25M272K2.2%

Filing history

2026Q3Sep 30
$1.1B▲ 2.5%
520 positionsView →2026Q2Jun 30
$1.1B▲ 19.5%
497 positionsView →2026Q1Mar 31
$930M▼ 1.1%
468 positionsView →2025Q4Dec 31
$940M▲ 92.2%
487 positionsView →2025Q3Sep 30
$489M▼ 35.3%
256 positionsLocked2025Q2Jun 30
$756M▲ 8.5%
350 positionsLocked2025Q1Mar 31
$697M▲ 0.4%
293 positionsLocked2024Q4Dec 31
$694M▲ 4.7%
284 positionsLocked2024Q3Sep 30
$663M▲ 8.9%
285 positionsLocked2024Q2Jun 30
$609M▲ 8.8%
273 positionsLocked2024Q1Mar 31
$560M▲ 13.0%
263 positionsLocked2023Q4Dec 31
$496M▲ 15.8%
251 positionsLocked
Showing 12 of 24