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.
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 |