Onyx Bridge Wealth Group LLC
CIK
1819476
City
TARRYTOWN
State / Country
NY
Top Portfolio Positions
153 positions ·
$213,037,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,887 | $29,370,958 | 13.79% |
| AAPL |
Apple Inc.
Technology
|
93,432 | $23,712,106 | 11.13% |
| NVDA |
Nvidia Corp
Technology
|
99,605 | $17,371,111 | 8.15% |
| PEN |
Penumbra Inc
Healthcare
|
26,730 | $8,777,330 | 4.12% |
| MSFT |
Microsoft Corp
Technology
|
19,276 | $7,135,396 | 3.35% |
| GLD |
Spdr Gold Trust
|
15,045 | $6,473,713 | 3.04% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,298 | $6,101,893 | 2.86% |
| SPY |
Spdr S&P 500 ETF Trust
|
8,432 | $5,483,666 | 2.57% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,668 | $4,793,050 | 2.25% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,620 | $4,300,618 | 2.02% |
Portfolio Trend
Holdings in FPF
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,197,782 | 67,940 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,189,008 | 63,788 | Shares | Sole | 2026-02-18 | |
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