Onyx Bridge Wealth Group LLC
Top Portfolio Positions
154 positions ·
$215,014,729 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 | 13.66% | |
| AAPL |
Apple Inc.
Technology
|
93,432 | $23,712,106 | 11.03% | |
| NVDA |
Nvidia Corp
Technology
|
99,605 | $17,371,111 | 8.08% | |
| PEN |
Penumbra Inc
Healthcare
|
26,730 | $8,777,330 | 4.08% | |
| MSFT |
Microsoft Corp
Technology
|
19,276 | $7,135,396 | 3.32% | |
| GLD |
Spdr Gold Trust
|
15,045 | $6,473,713 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,298 | $6,101,893 | 2.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,432 | $5,483,666 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,668 | $4,793,050 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,620 | $4,300,618 | 2.00% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PEN
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,777,330 | 26,730 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,326,169 | 26,780 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,325,116 | 5,231 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,342,431 | 5,231 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,398,821 | 5,231 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,242,257 | 5,231 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,015,269 | 5,225 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $940,343 | 5,225 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $797,868 | 3,575 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $899,255 | 3,575 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $707,586 | 2,925 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,006,375 | 2,925 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $815,168 | 2,925 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $695,187 | 3,125 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $592,500 | 3,125 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $414,029 | 3,325 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $738,582 | 3,325 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $208,307 | 725 | Shares | Sole | 2022-01-18 | |
| No 13F history on record for this holder in this stock. | ||||||