Onyx Bridge Wealth Group LLC
All 13F Filings
- Location
- Tarrytown, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 940,153
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 669.5 K | 71.2% | 27.63 K | 0 | 27.63 K |
| ETFs | 267.7 K | 28.5% | 0 | 6.992 K | -6.992 K |
| Debt | 0 | 0.0% | 0 | 4 | -4 |
| Other | 2.58 K | 0.3% | 0 | 163 | -163 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
940,153
Holdings
366
QoQ value change ($000)
20,384
(2.2%)
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.