DOSSIER · 13F-HR · Q2 2026

Onyx Bridge Wealth Group LLC

$1.1B in tracked AUM across 497 positions as of Q2 2026.

OB
CIK 0001819476 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
497
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Onyx Bridge Wealth Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$83M113K7.5%
02
IVV
ISHARES TR
$75M101K6.8%
03
XLK
SELECT SECTOR SPDR TR
$47M246K4.2%
04
XLE
SELECT SECTOR SPDR TR
$40M750K3.6%
05
SPMO
INVESCO EXCH TRADED FD TR II
$34M213K3.1%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$33M668K3.0%
07
AAPL
APPLE INC
$27M94K2.4%
08
NVDA
NVIDIA CORPORATION
$21M103K1.9%
09
VIG
VANGUARD SPECIALIZED FUNDS
$19M80K1.7%
10
VMBS
VANGUARD SCOTTSDALE FDS
$17M365K1.5%

Filing history

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 positionsView →
2025Q2Jun 30
$756M 8.5%
350 positionsLocked
2025Q1Mar 31
$697M 0.4%
293 positionsLocked
2024Q4Dec 31
$694M 4.7%
284 positionsLocked
2024Q3Sep 30
$663M 8.9%
285 positionsLocked
2024Q2Jun 30
$609M 8.8%
273 positionsLocked
2024Q1Mar 31
$560M 13.0%
263 positionsLocked
2023Q4Dec 31
$496M 15.8%
251 positionsLocked
2023Q3Sep 30
$428M 2.3%
235 positionsLocked
Showing 12 of 23