Onyx Bridge Wealth Group LLC
Top Portfolio Positions
140 positions ·
$213,523,618 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,945 | $31,296,022 | 14.66% |
| AAPL |
Apple Inc.
Technology
|
96,330 | $26,188,272 | 12.26% |
| NVDA |
Nvidia Corp
Technology
|
100,106 | $18,669,768 | 8.74% |
| MSFT |
Microsoft Corp
Technology
|
18,413 | $8,904,893 | 4.17% |
| PEN |
Penumbra Inc
Healthcare
|
26,780 | $8,326,169 | 3.90% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,949 | $6,682,006 | 3.13% |
| GLD |
Spdr Gold Trust
|
15,153 | $6,005,285 | 2.81% |
| SPY |
Spdr S&P 500 Etf Trust
|
8,720 | $5,946,342 | 2.78% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,082 | $5,346,666 | 2.50% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,822 | $4,775,943 | 2.24% |
Portfolio Trend
Holdings in GBDC
Export CSVShares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,724,136 | 127,055 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,686,060 | 123,160 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,698,652 | 115,949 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,720,600 | 113,646 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,044,311 | 68,886 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $924,082 | 61,157 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $706,070 | 44,944 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $728,743 | 43,821 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $330,674 | 21,899 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $311,942 | 21,264 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $304,357 | 22,545 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $288,556 | 21,280 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $233,708 | 17,759 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $192,639 | 15,548 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $166,561 | 12,852 | Shares | Sole | 2022-07-25 | |
| No quarters match your search. | ||||||