Onyx Bridge Wealth Group LLC ETF holdings
Tarrytown, NY
Reported $908.4M in 233 ETFs in its Form 13F for June 30, 2026.
ETF value
$908.4M
ETFs held
233
Change from prior quarter
+20.7%
With price moves
ETFs as a share of its 13F
81.8%
of $1.1B
Top 10 of 233 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $82.9M | 112,507 | +61,620 shares |
| IVV | iShares Core S&P 500 ETF | $75.3M | 100,513 | −48,499 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $46.9M | 246,355 | +134,661 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $39.8M | 749,677 | +730,238 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $34.4M | 213,011 | +205,436 shares |
| CGDV | Capital Group Dividend Value ETF | $32.9M | 668,224 | +51,531 shares |
| VIG | Vanguard Dividend Appreciation ETF | $19.0M | 80,141 | +458 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $17.1M | 365,376 | +53,893 shares |
| WTV | WisdomTree U.S. Value Fund | $16.8M | 165,274 | −39,019 shares |
| CGDG | Capital Group Dividend Growers ETF | $16.4M | 437,428 | +13,362 shares |
223 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001819476. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Onyx Bridge Wealth Group LLC own?
Onyx Bridge Wealth Group LLC reported 233 ETF positions worth $908.4M in its Form 13F for June 30, 2026. The largest was QQQ, at $82.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.