Onyx Bridge Wealth Group LLC

Q1 2026 13F-HR Holdings

Location
Tarrytown, NY
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
373
Total value ($000)
$930,019
Net value change ($000)
-10,134 (-1.1%)
New positions
25
Sold out positions
18
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLU 11,280 1582.0%
JPIB 8,429 484.7%
PULS 8,265 318.1%
VMBS 4,858 49.7%
VWOB 4,371 59.1%
VUG 4,298 21.7%
ICVT 3,868 47.3%
IGLB 3,829 64.9%
FLXR 2,191 16.7%
SGOV 1,825 87.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -14,686 -13.1%
XLY -11,918 -97.2%
AVUV -5,671 -60.8%
IGIB -4,569 -64.3%
OEF -3,924 -34.1%
WTV -2,712 -12.3%
AAPL -2,476 -9.5%
IWY -2,095 -38.1%
QQQ -1,925 -6.2%
FFLC -1,910 -21.1%
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