Onyx Bridge Wealth Group LLC
Top Portfolio Positions
154 positions ·
$214,135,135 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,887 | $29,370,958 | 13.72% | |
| AAPL |
Apple Inc.
Technology
|
93,432 | $23,712,106 | 11.07% | |
| NVDA |
Nvidia Corp
Technology
|
99,605 | $17,371,111 | 8.11% | |
| PEN |
Penumbra Inc
Healthcare
|
26,730 | $8,777,330 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
19,276 | $7,135,396 | 3.33% | |
| GLD |
Spdr Gold Trust
|
15,045 | $6,473,713 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,298 | $6,101,893 | 2.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,432 | $5,483,666 | 2.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,668 | $4,793,050 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,620 | $4,300,618 | 2.01% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BCSF
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,956 | 24,432 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $346,651 | 24,921 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $350,944 | 24,874 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $349,672 | 23,482 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $540,895 | 32,910 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $523,725 | 30,192 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $494,990 | 30,117 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $485,165 | 30,044 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $465,309 | 29,972 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $477,972 | 32,034 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $485,144 | 32,005 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $468,167 | 35,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $412,173 | 34,924 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $400,677 | 34,007 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $383,905 | 32,312 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $466,673 | 34,632 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $495,976 | 32,132 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $508,435 | 33,762 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $572,105 | 38,937 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $585,822 | 38,672 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $514,755 | 35,176 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $420,058 | 34,976 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||