Onyx Bridge Wealth Group
Onyx Bridge Wealth Group reported 404 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (5.9%), RSP (3.3%) and QQQ (3.2%). Compared with Q2 2026, the fund opened new positions in XLV, VEMY and TFLR, added to RSP, CGDV and VYM, trimmed IVV, QQQ and XLE and sold out of IJK, ACWI and EWY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $67M | 5.9% | 87K | −13K (−13%) | 8 of 8 | |
| 2 |  RSP Invesco Exchange Traded FD T | $37.4M | 3.3% | 180K | +172K (+2248%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $36.8M | 3.2% | 50K | −63K (−56%) | 8 of 8 | |
| 4 |  CGDV Capital Group Dividend | $33.5M | 2.9% | 686K | +18K (+3%) | 8 of 8 | |
| 5 |  XLV State Street | $31.9M | 2.8% | 190K | New position | 5 of 8 | |
| 6 |  XLE Select Sector Spdr TR | $31.5M | 2.8% | 513K | −237K (−32%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $31.2M | 2.7% | 94K | −253 (−0%) | 8 of 8 | |
| 8 |  VYM Vanguard Whitehall Fds | $29.1M | 2.5% | 187K | +148K (+373%) | 8 of 8 | |
| 9 |  TMB Thornburg Multi Sector Bond ETF | $24.6M | 2.2% | 1M | +374K (+60%) | 2 of 8 | |
| 10 |  VUG Vanguard Index Fds | $24.5M | 2.1% | 272K | +84K (+45%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IJK Ishares TR | $12.4M | 106K |
 ACWI Ishares TR | $5.9M | 38K |
 EWY Ishares Inc | $5.7M | 28K |
 QOWZ Invesco Exch Traded FD TR II | $2.1M | 62K |
 XOM Exxon Mobil Corp | $1.6M | 12K |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Onyx Bridge Wealth Group 13F FAQ
What does Onyx Bridge Wealth Group own?
Onyx Bridge Wealth Group reported 404 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (5.9%), RSP (3.3%) and QQQ (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Onyx Bridge Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 34 new positions, 169 added to, 144 trimmed and 19 sold out. New positions include XLV, VEMY and TFLR. It sold all of IJK, ACWI and EWY.
When will Onyx Bridge Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Onyx Bridge Wealth Group's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.