Onyx Bridge Wealth Group LLC
CIK 1819476
13F filing for Q2 2026・No. 2,407
- Holdings
- US$1.11B
- Quarter change
- +US$181.16M
- Entries
- 497
- Net bought (estimate)
- +US$95.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 22
- Cut 156
- Added 154
- Corporate actions 0
- Unchanged 41
Largest holdings
389 stocks worth US$1.11B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Added | 112,507 | US$82.86M | 7.46% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 100,513 | US$75.27M | 6.77% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 246,355 | US$46.94M | 4.22% |
| XLESELECT SECTOR SPDR TRST STR ENERG ETF | Added | 749,677 | US$39.82M | 3.58% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Added | 213,011 | US$34.41M | 3.10% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 668,224 | US$32.94M | 2.96% |
| AAPLAppleCOM | Added | 93,792 | US$27.14M | 2.44% |
| NVDANvidiaCOM | Added | 103,012 | US$20.61M | 1.85% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 80,141 | US$18.96M | 1.71% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Added | 365,376 | US$17.1M | 1.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.