Onyx Bridge Wealth Group LLC

CIK

1819476

City

TARRYTOWN

State / Country

Stock

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%

22 quarters · across all stocks

Compact Export CSV

19 of 19 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$170,249	13,167	0.0%	Shares	Sole	2026-04-22
2025-12-31	$182,231	13,167	0.0%	Shares	Sole	2026-02-18
2025-09-30	$185,918	13,167	0.0%	Shares	Sole	2025-11-06
2025-06-30	$177,491	13,167	0.0%	Shares	Sole	2025-07-30
2025-03-31	$182,757	13,167	0.0%	Shares	Sole	2025-04-29
2024-12-31	$178,939	13,167	-0.6%	Shares	Sole	2025-01-27
2024-09-30	$186,962	13,241	0.0%	Shares	Sole	2024-10-17
2024-06-30	$175,972	13,241	0.0%	Shares	Sole	2024-07-22
2024-03-31	$174,383	13,241	0.0%	Shares	Sole	2024-04-29
2023-12-31	$162,069	13,241	0.0%	Shares	Sole	2024-01-31
2023-09-30	$157,303	13,241	0.0%	Shares	Sole	2023-10-16
2023-06-30	$172,927	13,241	0.0%	Shares	Sole	2023-07-25
2023-03-31	$164,188	13,241	-8.6%	Shares	Sole	2023-04-10
2022-12-31	$185,050	14,491	0.0%	Shares	Sole	2023-01-11
2022-09-30	$191,136	14,491	0.0%	Shares	Sole	2022-10-13
2022-06-30	$200,700	14,491	0.0%	Shares	Sole	2022-07-25
2022-03-31	$246,202	14,491	+9.4%	Shares	Sole	2022-05-09
2021-12-31	$258,993	13,241	+1.1%	Shares	Sole	2022-01-18
2021-09-30	$274,649	13,091	—	Shares	Sole	2021-10-20
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