Onyx Bridge Wealth Group LLC
All 13F Filings
- Location
- Tarrytown, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,111,176
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 389 | 1,111,176 | 13F-HR | Onyx Bridge Wealth Group LLC |
| Q1 2026 | 4/22/2026 | 373 | 930,019 | 13F-HR | Onyx Bridge Wealth Group LLC |
| Q4 2025 | 2/18/2026 | 366 | 940,153 | 13F-HR | Onyx Bridge Wealth Group LLC |
| Q3 2025 | 11/6/2025 | 367 | 919,769 | 13F-HR | Onyx Bridge Wealth Group LLC |
| Q2 2025 | 7/30/2025 | 316 | 756,283 | 13F-HR | Onyx Bridge Wealth Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 330.2 K | 29.7% | 31.08 K | 0 | 31.08 K |
| ETFs | 780.9 K | 70.3% | 150.4 K | 0 | 150.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,111,176
Holdings
389
QoQ value change ($000)
181,157
(19.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.