Onyx Bridge Wealth Group LLC

Est. AUM

$774.8M

13F long equity, this entity only

Positions

367

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$97.3M	149012	12.56%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$29.4M	50887	3.79%	SOLE
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$26.2M	616693	3.39%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$24.1M	55174	3.11%	SOLE
5	WISDOMTREE TR	WISDOMTREE US VA	$19.4M	204293	2.50%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$17.1M	79683	2.21%	SOLE
7	TCW ETF TRUST	FLEXIBLE INCOME	$15.3M	388997	1.97%	SOLE
8	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$15.2M	424066	1.97%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET TEC	$14.8M	111694	1.92%	SOLE
10	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$14.6M	311483	1.89%	SOLE
11	ISHARES TR	CORE US AGGBD ET	$13.7M	137740	1.76%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET IND	$12.1M	75109	1.57%	SOLE
13	ISHARES TR	CONV BD ETF	$12.0M	118285	1.55%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET UTI	$12.0M	261332	1.55%	SOLE
15	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$11.8M	179169	1.52%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET COM	$11.8M	106054	1.52%	SOLE
17	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$11.7M	428985	1.51%	SOLE
18	T ROWE PRICE ETF INC	CAP APPRECIATION	$11.0M	309857	1.42%	SOLE
19	PGIM ETF TR	PGIM ULTRA SH BD	$10.9M	219146	1.40%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$10.3M	32258	1.34%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$10.2M	212625	1.31%	SOLE
22	ISHARES TR	10+ YR INVST GRD	$9.7M	195963	1.26%	SOLE
23	PACER FDS TR	US CASH COWS 100	$9.2M	147347	1.19%	SOLE
24	PENUMBRA INC	COM	$8.8M	26730	1.13%	SOLE
25	PROSHARES TR	LARGE CAP CRE	$8.6M	115061	1.11%	SOLE
26	ISHARES TR	TRUST ISHARE 0-1	$8.5M	77423	1.10%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	47654	1.04%	SOLE
28	VANECK ETF TRUST	MRNGSTR WDE MOAT	$7.8M	80710	1.01%	SOLE
29	ISHARES TR	S&P 100 ETF	$7.6M	23824	0.98%	SOLE
30	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$7.6M	123343	0.98%	SOLE
31	PACER FDS TR	METAURUS CAP 400	$7.2M	178732	0.93%	SOLE
32	FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$7.1M	139309	0.92%	SOLE
33	SPDR GOLD TR	GOLD SHS	$6.5M	15045	0.84%	SOLE
34	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.2M	41636	0.80%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.0M	107637	0.78%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.0M	109308	0.77%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	173639	0.75%	SOLE
38	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.5M	120076	0.71%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.5M	8432	0.71%	SOLE
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.4M	174755	0.69%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$5.0M	66284	0.64%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	169931	0.63%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$4.9M	47101	0.63%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$4.7M	141242	0.61%	SOLE
45	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.7M	19967	0.61%	SOLE
46	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	80516	0.59%	SOLE
47	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.5M	75025	0.58%	SOLE
48	VANGUARD WORLD FD	HEALTH CAR ETF	$4.5M	16377	0.58%	SOLE
49	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.4M	78774	0.56%	SOLE
50	CAPITAL GROUP CORE BALANCED	SHS	$4.2M	122508	0.54%	SOLE

1–50 of 367

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.