You're signed outSign in or to get full access.
Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group LLC is an SEC-registered investment adviser headquartered in Tarrytown, New York. Founded in 2020, the firm offers tailored wealth management and financial planning services to individuals, high net worth clients, pension/profit-sharing plans, charitable organizations, and insurance companies primarily in the United States. As of April 2025, it manages approximately $1 billion in assets and employs about 18 professionals, mostly focused on investment management. Onyx Bridge Wealth's clients benefit from a combination of personalized attention and institutional-grade capabilities.
Investment Strategy
Onyx Bridge Wealth Group LLC employs diversified portfolio strategies targeting equities, fixed income, and exchange-traded funds, with a focus on long-term growth and risk management. The firm's approach involves constructing portfolios based on quantitative and fundamental analysis, closely monitoring 13F holdings such as IVV, COWZ, VUG, and NDQ, and integrating asset allocation suited to individual client needs. They serve individuals (including high net worth), pension plans, charitable organizations, and insurance companies, emphasizing discretionary portfolio management and comprehensive financial planning.
Latest 13F Filing Activity
Onyx Bridge Wealth Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 308 equity positions with a total 13F market value of $756M. The fund increased holdings in Ishares TR, Wisdomtree TR, Select Sector SPDR TR among other positions. Onyx Bridge Wealth Group LLC reduced exposure to Pacer FDS TR, Invesco Exch Traded FD TR II, Vanguard Index FDS among others.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.04% | $91.0M | 146,604 | $486.81 | $620.90 | +$18.2M |
A AGG | ISHARES TR | 3.77% | $28.5M | 287,208 | $103.81 | $99.20 | +$6.8M |
Q QQQ | INVESCO QQQ TR | 3.60% | $27.2M | 49,325 | $371.66 | $551.64 | +$3.9M |
C COWZ | PACER FDS TR | 2.91% | $22.0M | 398,761 | $51.63 | $55.10 | -$14.7M |
A AAPL | APPLE INC | 2.38% | $18.0M | 87,905 | $143.79 | $205.17 | -$2.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more