Managers / Q1 2026
Onyx Bridge Wealth Group LLC
CIK 0001819476 · 120 WHITE PLAINS ROAD, SUITE 115, TARRYTOWN, NY, 10591 · 914-909-6699
Reported Value
$930M
Q1 2026
Positions
468
Filings on Record
22
2019–present window
Filed
Apr 22, 2026
original filing
Summary
Onyx Bridge Wealth Group Llc reported $930M in U.S.-listed holdings across 468 positions for Q1 2026.
Its largest position, IVV, represents 10.5% of the portfolio.
Compared with Q4 2025, the fund opened 25 new positions and exited 18.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $930M | 468 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $940M | 487 | Feb 18, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $920M | 446 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $756M | 350 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $697M | 293 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $694M | 284 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $663M | 285 | Oct 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $609M | 273 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $560M | 263 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $496M | 251 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $428M | 235 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $418M | 237 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $251M | 187 | Apr 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $245.9B | 184 | Jan 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $219M | 174 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $224M | 168 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $264M | 159 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $297M | 174 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $266M | 157 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $231M | 130 | Jul 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $200M | 116 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $153M | 76 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.