Onyx Bridge Wealth Group LLC

Q3 2025 13F-HR Holdings

Location
Tarrytown, NY
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
367
Total value ($000)
$919,769
Net value change ($000)
+163,486 (21.6%)
New positions
64
Sold out positions
14
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 19,190 21.1%
XLK 12,784 368.9%
IWY 10,166 1452.3%
NVDA 10,029 115.6%
FLXR 9,639 NEW
QDPL 8,707 3957.7%
SPIB 7,351 NEW
AAPL 7,252 40.2%
FJUL 6,293 NEW
ICVT 6,047 284.8%
Top Reduces (Value $000, Stocks/ETFs)
COWZ -11,635 -53.0%
AGG -11,031 -38.7%
XLI -10,490 -93.0%
DGRW -8,105 -96.6%
XMHQ -6,756 -68.0%
ISTB -5,489 -88.5%
SPTI -5,434 -48.3%
IGLB -5,307 -90.2%
BJAN -4,100 -86.5%
SHV -3,382 -19.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type