Onyx Bridge Wealth Group LLC

Q3 2026 13F-HR Holdings

Location
Tarrytown, NY
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
404
Total value ($000)
$1,139,116
Net value change ($000)
+27,940 (2.5%)
New positions
34
Sold out positions
19
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
RSP 35,791 2195.8%
XLV 31,919 NEW
VYM 22,802 364.2%
VEMY 17,860 NEW
TFLR 15,518 NEW
ACWX 9,745 NEW
TMB 8,700 54.7%
VUG 8,334 51.4%
IWN 7,080 272.6%
PULS 6,100 40.3%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -46,010 -55.5%
XLK -40,658 -86.6%
SPMO -32,539 -94.6%
IJK -12,406 -100.0%
IGIB -9,347 -77.0%
IVV -8,314 -11.0%
XLE -8,275 -20.8%
SPHY -7,808 -67.2%
ACWI -5,946 -100.0%
EWY -5,657 -100.0%
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