Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Onyx Bridge Wealth Group LLC (CIK 1819476) reported $930.0M across 371 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($97.3M, 10.47%), QQQ ($29.4M, 3.16%), CGDV ($26.2M, 2.82%), VUG ($24.1M, 2.59%), AAPL ($23.7M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $97.3M | 10.47% | 149,012 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $29.4M | 3.16% | 50,887 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.2M | 2.82% | 616,693 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $24.1M | 2.59% | 55,174 | Added |
| 5 | AAPL | APPLE INC | $23.7M | 2.55% | 93,432 | Trimmed |
| 6 | WTV | WISDOMTREE TR | $19.4M | 2.08% | 204,293 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $17.4M | 1.87% | 99,605 | Trimmed |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $17.1M | 1.84% | 79,683 | Added |
| 9 | FLXR | TCW ETF TRUST | $15.3M | 1.64% | 388,997 | Added |
| 10 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $15.2M | 1.64% | 424,066 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $14.8M | 1.60% | 111,694 | Trimmed |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $14.6M | 1.57% | 311,483 | Added |
| 13 | AGG | ISHARES TR | $13.7M | 1.47% | 137,740 | Trimmed |
| 14 | XLI | SELECT SECTOR SPDR TR | $12.1M | 1.31% | 75,109 | Trimmed |
| 15 | XLU | SELECT SECTOR SPDR TR | $12.0M | 1.29% | 261,332 | Added |
| 16 | ICVT | ISHARES TR | $12.0M | 1.29% | 118,285 | Added |
| 17 | VWOB | VANGUARD WHITEHALL FDS | $11.8M | 1.27% | 179,169 | Added |
| 18 | XLC | SELECT SECTOR SPDR TR | $11.8M | 1.26% | 106,054 | Trimmed |
| 19 | CGMS | CAPITAL GRP FIXED INCM ETF T | $11.7M | 1.26% | 428,985 | Added |
| 20 | TCAF | T ROWE PRICE ETF INC | $11.0M | 1.19% | 309,857 | Added |
| 21 | PULS | PGIM ETF TR | $10.9M | 1.17% | 219,146 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $10.3M | 1.11% | 32,258 | Trimmed |
| 23 | JPIB | J P MORGAN EXCHANGE TRADED F | $10.2M | 1.09% | 212,625 | Added |
| 24 | IGLB | ISHARES TR | $9.7M | 1.05% | 195,963 | Added |
| 25 | COWZ | PACER FDS TR | $9.2M | 0.99% | 147,347 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31