Onyx Bridge Wealth Group LLC

CIK

1819476

Location

TARRYTOWN, NY

Portfolio Value

Small $214,135,135

Diversification

Diversified

Filing Date

Global Rank

#4,054 / 8,605 ▲ 45 · as of Mar 2026

Top Industry

Semiconductors 15.1%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.3%

SPY

+76.5%

Annualised alpha

-0.3%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

154 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−0.5 pts

Top 5

40.3%

−2.0 pts

Top 10

53.0%

−2.3 pts

HHI

469

Diversified−40

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$69,577,253	29
Unclassified	21.0%	$44,922,526	9
Financial Services	11.7%	$25,053,236	34
Healthcare	9.2%	$19,790,968	18
Communication Services	6.0%	$12,882,502	7
Consumer Cyclical	5.1%	$11,000,503	10
Industrials	4.4%	$9,451,040	17
Consumer Defensive	4.2%	$9,080,120	10
Energy	2.7%	$5,752,360	7
Utilities	2.6%	$5,504,602	8
Real Estate	0.4%	$849,341	4
Basic Materials	0.1%	$270,684	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	+179,670	300,920	$2,563,838
OTF	Blue Owl Technology Finance Corp.	+9,862	20,145	$249,596
BMNR	Bitmine Immersion Technologies, Inc.	+9,206	36,848	$728,853
PEG	Public Service Enterprise Group Inc	+8,781	12,397	$1,003,536
FPF	First Trust Intermediate Duration Preferred & Income Fund	+4,152	67,940	$1,197,782
IBIT	iShares Bitcoin Trust ETF	+3,763	13,658	$524,740
RXRX	Recursion Pharmaceuticals, Inc.	+2,000	19,200	$58,944
USA	Liberty All Star Equity Fund	+1,997	30,949	$171,766
ARCC	Ares Capital Corp	+1,748	54,800	$987,496
CLWT	Euro Tech Holdings Co Ltd	+1,600	16,900	$19,773
PFE	Pfizer Inc	+1,282	49,141	$1,379,879
PLTR	Palantir Technologies Inc.	+1,150	22,585	$3,303,733
BITB	Bitwise Bitcoin ETF	+1,027	10,021	$368,873
ORCL	Oracle Corp	+899	2,563	$377,042
MSFT	Microsoft Corp	+863	19,276	$7,135,396
SIVR	abrdn Silver ETF Trust	+825	7,989	$572,092
IBM	International Business Machines Corp	+640	8,048	$1,950,754
NFLX	Netflix Inc	+567	11,765	$1,131,204
MRVL	Marvell Technology, Inc.	+565	8,683	$860,050
PM	Philip Morris International Inc.	+487	10,152	$1,678,531
EVV	Eaton Vance Ltd Duration Income Fund	+483	14,130	$133,528
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	+416	21,512	$296,650
COST	Costco Wholesale Corp /New	+354	1,277	$1,272,441
AMZN	Amazon Com Inc	+349	29,298	$6,101,893
XOM	Exxon Mobil Corp	+327	12,160	$2,063,064
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	−52,850	74,205	$939,435
INTC	Intel Corp	−5,897	6,740	$297,435
KHC	Kraft Heinz Co	−5,140	25,283	$568,613
FSK	FS KKR Capital Corp	−5,044	45,393	$462,100
BMY	Bristol Myers Squibb Co	−4,219	8,155	$494,600
AAPL	Apple Inc.	−2,898	93,432	$23,712,106
T	At&T Inc.	−2,174	40,683	$1,179,399
UPS	United Parcel Service Inc	−963	7,022	$690,823
CVX	Chevron Corp	−802	11,352	$2,348,728
NVDA	Nvidia Corp	−501	99,605	$17,371,111
BCSF	Bain Capital Specialty Finance, Inc.	−489	24,432	$302,956
MTB	M&T Bank Corp	−479	3,139	$648,894
GILD	Gilead Sciences, Inc.	−455	4,586	$639,150
GOOGL	Alphabet Inc.	−414	16,668	$4,793,050
VZ	Verizon Communications Inc	−358	30,394	$1,525,778
ETN	Eaton Corp plc	−305	4,490	$1,605,938
SPY	Spdr S&P 500 ETF Trust	−288	8,432	$5,483,666
JPM	Jpmorgan Chase & Co	−202	14,620	$4,300,618
CRM	Salesforce, Inc.	−191	1,893	$353,366
BAC	Bank Of America Corp /De/	−190	11,634	$567,157
GLD	Spdr Gold Trust	−108	15,045	$6,473,713
BX	Blackstone Inc.	−106	4,099	$471,343
ASTS	AST SpaceMobile, Inc.	−85	5,094	$422,139
TSLA	Tesla, Inc.	−82	7,201	$2,676,971
SYM	Symbotic Inc.	−78	6,479	$344,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	2,853	$387,921
CAT	Caterpillar Inc	504	$357,062
IAU	Ishares Gold Trust	3,289	$289,958
SHEL	Shell plc	2,508	$233,244
SBUX	Starbucks Corp	2,341	$209,730
SLV	iShares Silver Trust	3,020	$205,782
AB	Alliancebernstein Holding L.P.	5,400	$202,176
GSK	GSK plc	3,629	$200,284
ONDS	Ondas Inc.	21,000	$189,840
SMR	NUSCALE POWER Corp	15,293	$165,776
QS	QuantumScape Corp	10,250	$65,395
SG	Sweetgreen, Inc.	10,800	$56,052
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
SMA	SmartStop Self Storage REIT, Inc.	14,983	$463,574
ADBE	Adobe Inc.	979	$342,639
GBTC	Grayscale Bitcoin Trust ETF	3,729	$254,914
UAL	United Airlines Holdings, Inc.	2,143	$239,630
MSIF	Msc Income Fund, Inc.	17,987	$236,349
UNH	Unitedhealth Group Inc	631	$208,299
OWL	Blue Owl Capital Inc.	13,879	$207,352
SMFG	Sumitomo Mitsui Financial Group, Inc.	10,000	$193,300
MUFG	Mitsubishi Ufj Financial Group Inc	10,000	$158,600
TV	Grupo Televisa, S.A.B.	16,250	$47,287
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 positions · $214,135,135 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 154 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	50,887	-58	$29,370,958	−6.2%	13.72%
AAPL	Apple Inc. Technology	Reduced	93,432	-2,898	$23,712,106	−9.5%	11.07%
NVDA	Nvidia Corp Technology	Reduced	99,605	-501	$17,371,111	−7.0%	8.11%
PEN	Penumbra Inc Healthcare	Reduced	26,730	-50	$8,777,330	+5.4%	4.10%
MSFT	Microsoft Corp Technology	Added	19,276	+863	$7,135,396	−19.9%	3.33%
GLD	Spdr Gold Trust	Reduced	15,045	-108	$6,473,713	+7.8%	3.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,298	+349	$6,101,893	−8.7%	2.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,432	-288	$5,483,666	−7.8%	2.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,668	-414	$4,793,050	−10.4%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,620	-202	$4,300,618	−10.0%	2.01%
AVGO	Broadcom Inc. Technology	Reduced	12,432	-52	$3,847,827	−10.9%	1.80%
META	Meta Platforms, Inc. Communication Services	Added	6,153	+231	$3,520,315	−9.9%	1.64%
PLTR	Palantir Technologies Inc. Technology	Added	22,585	+1,150	$3,303,733	−13.3%	1.54%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,201	-82	$2,676,971	−18.3%	1.25%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	300,920	+179,670	$2,563,838	+137.6%	1.20%
MRK	Merck & Co., Inc. Healthcare	Added	20,346	+258	$2,447,420	+15.7%	1.14%
CVX	Chevron Corp Energy	Reduced	11,352	-802	$2,348,728	+26.8%	1.10%
V	Visa Inc. Financial Services	Added	7,110	+52	$2,148,925	−13.2%	1.00%
XOM	Exxon Mobil Corp Energy	Added	12,160	+327	$2,063,064	+44.9%	0.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,126	+144	$1,977,178	−1.2%	0.92%
IBM	International Business Machines Corp Technology	Added	8,048	+640	$1,950,754	−11.1%	0.91%
MSI	Motorola Solutions, Inc. Technology	Added	4,347	+2	$1,886,467	+13.3%	0.88%
PM	Philip Morris International Inc. Consumer Defensive	Added	10,152	+487	$1,678,531	+8.3%	0.78%
ED	Consolidated Edison Inc Utilities	Added	14,782	+11	$1,673,025	+14.0%	0.78%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,525	+30	$1,632,744	−2.8%	0.76%
ETN	Eaton Corp plc Industrials	Reduced	4,490	-305	$1,605,938	+5.2%	0.75%
VZ	Verizon Communications Inc Communication Services	Reduced	30,394	-358	$1,525,778	+21.8%	0.71%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,957	+37	$1,438,188	+1.2%	0.67%
MO	Altria Group, Inc. Consumer Defensive	Added	21,659	+61	$1,429,276	+14.8%	0.67%
LLY	ELI LILLY & Co Healthcare	Added	1,523	+39	$1,400,808	−12.2%	0.65%
JNJ	Johnson & Johnson Healthcare	Added	5,690	+133	$1,390,863	+20.9%	0.65%
PFE	Pfizer Inc Healthcare	Added	49,141	+1,282	$1,379,879	+15.8%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	6,154	+64	$1,338,432	−3.8%	0.63%
MA	Mastercard Inc Financial Services	Added	2,625	+17	$1,311,607	−11.9%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,277	+354	$1,272,441	+59.9%	0.59%
MU	Micron Technology Inc Technology	Added	3,728	+179	$1,259,466	+24.3%	0.59%
CG	Carlyle Group Inc. Financial Services	Held	24,952	0	$1,207,427	−18.1%	0.56%
FPF	First Trust Intermediate Duration Preferred & Income Fund Financial Services	Added	67,940	+4,152	$1,197,782	+0.7%	0.56%
T	At&T Inc. Communication Services	Reduced	40,683	-2,174	$1,179,399	+10.8%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,444	-18	$1,173,699	+11.3%	0.55%
NFLX	Netflix Inc Communication Services	Added	11,765	+567	$1,131,204	+7.7%	0.53%
PEG	Public Service Enterprise Group Inc Utilities	Added	12,397	+8,781	$1,003,536	+245.6%	0.47%
ARCC	Ares Capital Corp Financial Services	Added	54,800	+1,748	$987,496	−8.0%	0.46%
LMT	Lockheed Martin Corp Industrials	Added	1,613	+135	$974,880	+36.4%	0.46%
CEG	Constellation Energy Corp Utilities	Added	3,489	+33	$974,303	−20.2%	0.45%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Reduced	74,205	-52,850	$939,435	−45.5%	0.44%
GE	General Electric Co Industrials	Reduced	3,120	-67	$885,362	−9.8%	0.41%
MRVL	Marvell Technology, Inc. Technology	Added	8,683	+565	$860,050	+24.7%	0.40%
CSCO	Cisco Systems, Inc. Technology	Added	10,979	+182	$851,859	+2.4%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,450	-66	$805,779	−6.9%	0.38%