Onyx Bridge Wealth Group LLC
Filing Date
Global Rank
#997
/ 3,203
▲ 3050
Top Industry
Semiconductors
19.1%
3Y Alpha vs SPY
+0.1%
Period ended 30 days ago
Filed Jul 23, 2026 · 7d
23 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+72.7%
SPY
+65.3%
Annualised alpha
+1.7%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
162 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.7%
+15.0 pts
Top 5
50.7%
+10.5 pts
Top 10
60.5%
+7.7 pts
HHI
1,018
Diversified+553
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 33.5% | $96,652,409 |
| Technology | 30.5% | $88,031,739 |
| Financial Services | 8.9% | $25,599,660 |
| Healthcare | 7.3% | $20,978,185 |
| Communication Services | 4.5% | $13,026,085 |
| Consumer Cyclical | 4.2% | $12,265,633 |
| Industrials | 4.2% | $12,249,353 |
| Consumer Defensive | 3.2% | $9,330,513 |
| Utilities | 1.8% | $5,115,542 |
| Energy | 1.5% | $4,327,181 |
| Real Estate | 0.3% | $987,524 |
| Basic Materials | 0.1% | $321,742 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +61,620 | 112,507 | $82,850,154 | |
| ONDS | Ondas Inc. | +35,205 | 56,205 | $463,129 | |
| OTF | Blue Owl Technology Finance Corp. | +13,276 | 33,421 | $345,907 | |
| SMR | NUSCALE POWER Corp | +6,204 | 21,497 | $215,614 | |
| NVDA | Nvidia Corp | +3,407 | 103,012 | $20,611,670 | |
| USA | Liberty All Star Equity Fund | +3,069 | 34,018 | $197,644 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | +3,014 | 77,219 | $994,580 | |
| KHC | Kraft Heinz Co | +1,963 | 27,246 | $643,550 | |
| ARCC | Ares Capital Corp | +1,723 | 56,523 | $1,047,371 | |
| CLWT | Euro Tech Holdings Co Ltd | +1,700 | 18,600 | $31,806 | |
| RTX | RTX Corp | +1,658 | 2,925 | $554,959 | |
| ASTS | AST SpaceMobile, Inc. | +1,037 | 6,131 | $544,800 | |
| MRVL | Marvell Technology, Inc. | +1,011 | 9,694 | $2,887,745 | |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | +930 | 68,870 | $1,251,367 | |
| NIO | NIO Inc. | +750 | 11,483 | $58,103 | |
| WMB | Williams Companies, Inc. | +668 | 4,200 | $312,227 | |
| BAC | Bank Of America Corp /De/ | +524 | 12,158 | $692,762 | |
| ETN | Eaton Corp plc | +513 | 5,003 | $2,131,877 | |
| AB | Alliancebernstein Holding L.P. | +502 | 5,902 | $207,868 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | +417 | 21,929 | $318,847 | |
| LLY | ELI LILLY & Co | +397 | 1,920 | $2,302,905 | |
| ANET | Arista Networks, Inc. | +383 | 3,379 | $574,024 | |
| ED | Consolidated Edison Inc | +367 | 15,149 | $1,675,933 | |
| AAPL | Apple Inc. | +360 | 93,792 | $27,139,652 | |
| V | Visa Inc. | +349 | 7,459 | $2,559,108 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HYT | Blackrock Corporate High Yield Fund, Inc. | −187,578 | 113,342 | $970,207 | |
| FSK | FS KKR Capital Corp | −6,328 | 39,065 | $410,182 | |
| GLD | Spdr Gold Trust | −3,134 | 11,911 | $4,387,774 | |
| DHC | Diversified Healthcare Trust | −2,000 | 16,400 | $152,520 | |
| EVC | Entravision Communications Corp | −1,800 | 10,200 | $133,008 | |
| INTC | Intel Corp | −1,581 | 5,159 | $720,350 | |
| T | At&T Inc. | −1,314 | 39,369 | $814,937 | |
| CVX | Chevron Corp | −1,262 | 10,090 | $1,672,518 | |
| UBER | Uber Technologies, Inc | −999 | 8,792 | $634,429 | |
| PFE | Pfizer Inc | −894 | 48,247 | $1,161,786 | |
| BITB | Bitwise Bitcoin ETF | −793 | 9,228 | $294,004 | |
| VZ | Verizon Communications Inc | −522 | 29,872 | $1,264,780 | |
| SG | Sweetgreen, Inc. | −500 | 10,300 | $90,743 | |
| AVGO | Broadcom Inc. | −439 | 11,993 | $4,530,355 | |
| GE | General Electric Co | −395 | 2,725 | $1,018,414 | |
| SIVR | abrdn Silver ETF Trust | −381 | 7,608 | $427,721 | |
| ORCL | Oracle Corp | −325 | 2,238 | $327,978 | |
| BMNR | Bitmine Immersion Technologies, Inc. | −318 | 36,530 | $486,214 | |
| CRM | Salesforce, Inc. | −318 | 1,575 | $246,738 | |
| LOW | Lowes Companies Inc | −300 | 1,225 | $270,100 | |
| TSLA | Tesla, Inc. | −273 | 6,928 | $2,913,916 | |
| AMZN | Amazon Com Inc | −251 | 29,047 | $6,923,061 | |
| AMD | Advanced Micro Devices Inc | −220 | 2,683 | $1,558,581 | |
| PSEC | Prospect Capital Corp | −205 | 15,667 | $36,190 | |
| PM | Philip Morris International Inc. | −192 | 9,960 | $1,801,863 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 3,057 | $522,318 | |
| AMAT | Applied Materials Inc /De | 516 | $373,068 | |
| KLAC | Kla Corp | 1,232 | $371,706 | |
| WDC | Western Digital Corp | 571 | $364,708 | |
| LRCX | Lam Research Corp | 734 | $318,064 | |
| UAL | United Airlines Holdings, Inc. | 2,143 | $291,425 | |
| MPTI | M-tron Industries, Inc. | 2,775 | $275,141 | |
| UNH | Unitedhealth Group Inc | 650 | $270,159 | |
| LQDA | Liquidia Corp | 3,116 | $248,438 | |
| MCHP | Microchip Technology Inc | 2,546 | $232,194 | |
| RKLB | Rocket Lab Corp | 2,237 | $227,391 | |
| PRU | Prudential Financial Inc | 1,972 | $212,837 | |
| EBAY | Ebay Inc | 1,888 | $210,983 | |
| FAX | Abrdn Asia-Pacific Income Fund, Inc. | 10,047 | $147,791 | |
| CBUS | Cibus, Inc. | 15,044 | $20,610 | |
| BTCS | BTCS Inc. | 10,500 | $11,655 | |
| HUMA | Humacyte, Inc. | 11,500 | $8,970 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 1,397 | $315,762 | |
| NOW | ServiceNow, Inc. | 2,487 | $260,015 | |
| SHEL | Shell plc | 2,508 | $233,244 | |
| D | Dominion Energy, Inc | 3,764 | $232,690 | |
| INTU | Intuit Inc. | 526 | $227,431 | |
| SLV | iShares Silver Trust | 3,020 | $205,782 | |
| GSK | GSK plc | 3,629 | $200,284 | |
| AGD | abrdn Global Dynamic Dividend Fund | 10,449 | $112,849 | |
| NOK | Nokia Corp | 12,080 | $97,123 | |
| No positions match the current search. | ||||
162 tracked positions ·
$288,885,566 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 162 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 112,507 | $82,850,154 | 28.68% | |
| AAPL |
Apple Inc.
Technology
|
Added | 93,792 | $27,139,652 | 9.39% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 103,012 | $20,611,670 | 7.13% | |
| PEN |
Penumbra Inc
Healthcare
|
Held | 26,730 | $8,439,997 | 2.92% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,541 | $7,289,183 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 29,047 | $6,923,061 | 2.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,257 | $6,166,079 | 2.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 16,539 | $5,910,541 | 2.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 14,671 | $4,802,257 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 11,993 | $4,530,355 | 1.57% | |
| GLD |
Spdr Gold Trust
|
Reduced | 11,911 | $4,387,774 | 1.52% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,686 | $4,254,712 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,989 | $3,373,543 | 1.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 6,928 | $2,913,916 | 1.01% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 9,694 | $2,887,745 | 1.00% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 20,486 | $2,632,451 | 0.91% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 22,461 | $2,620,524 | 0.91% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,459 | $2,559,108 | 0.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,920 | $2,302,905 | 0.80% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,079 | $2,271,894 | 0.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,460 | $2,231,738 | 0.77% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 5,003 | $2,131,877 | 0.74% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 4,425 | $1,837,657 | 0.64% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 3,455 | $1,804,857 | 0.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 9,960 | $1,801,863 | 0.62% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 15,149 | $1,675,933 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,090 | $1,672,518 | 0.58% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 12,041 | $1,646,244 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,409 | $1,612,760 | 0.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,683 | $1,558,581 | 0.54% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 21,497 | $1,546,708 | 0.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,983 | $1,519,501 | 0.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 9,830 | $1,441,470 | 0.50% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 2,625 | $1,348,199 | 0.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 10,969 | $1,288,418 | 0.45% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 29,872 | $1,264,780 | 0.44% | |
| FPF |
First Trust Intermediate Duration Preferred & Income Fund
Financial Services
|
Added | 68,870 | $1,251,367 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,302 | $1,217,981 | 0.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,524 | $1,205,386 | 0.42% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 48,247 | $1,161,786 | 0.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 9,589 | $1,086,049 | 0.38% | |
| CG |
Carlyle Group Inc.
Financial Services
|
Added | 24,969 | $1,051,443 | 0.36% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 56,523 | $1,047,371 | 0.36% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,725 | $1,018,414 | 0.35% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Added | 12,405 | $1,006,789 | 0.35% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 1,394 | $1,003,735 | 0.35% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Added | 77,219 | $994,580 | 0.34% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 981 | $992,153 | 0.34% | |
| HYT |
Blackrock Corporate High Yield Fund, Inc.
Financial Services
|
Reduced | 113,342 | $970,207 | 0.34% | |
| ASML |
Asml Holding NV
Technology
|
Added | 477 | $948,962 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.