Onyx Bridge Wealth Group LLC
374 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 149.0K | $97.3M | $111.8M | 10.88% | -14,537 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 50.9K | $29.4M | $35.0M | 3.41% | -58 | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 616.7K | $26.2M | $30.6M | 2.97% | +33.8K | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 55.2K | $24.1M | $28.2M | 2.74% | +14.6K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 93.4K | $23.7M | $28.9M | 2.81% | -2,898 | 2026-03-31 |
| 6 | WTV | WISDOMTREE TR | 204.3K | $19.4M | $21.6M | 2.10% | -32,200 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 99.6K | $17.4M | $20.0M | 1.95% | -501 | 2026-03-31 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 79.7K | $17.1M | $19.1M | 1.85% | +6 | 2026-03-31 |
| 9 | FLXR | TCW ETF TRUST | 389.0K | $15.3M | $15.1M | 1.47% | +58.6K | 2026-03-31 |
| 10 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 424.1K | $15.2M | $16.3M | 1.58% | +9.5K | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 111.7K | $14.8M | $19.6M | 1.91% | -717 | 2026-03-31 |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | 311.5K | $14.6M | $14.3M | 1.40% | +104.0K | 2026-03-31 |
| 13 | AGG | ISHARES TR | 137.7K | $13.7M | $13.4M | 1.30% | -12,709 | 2026-03-31 |
| 14 | XLI | SELECT SECTOR SPDR TR | 75.1K | $12.1M | $13.5M | 1.31% | -5,205 | 2026-03-31 |
| 15 | ICVT | ISHARES TR | 118.3K | $12.0M | $13.4M | 1.30% | +35.3K | 2026-03-31 |
| 16 | XLU | SELECT SECTOR SPDR TR | 261.3K | $12.0M | $11.6M | 1.13% | +244.6K | 2026-03-31 |
| 17 | VWOB | VANGUARD WHITEHALL FDS | 179.2K | $11.8M | $11.8M | 1.15% | +69.4K | 2026-03-31 |
| 18 | XLC | SELECT SECTOR SPDR TR | 106.1K | $11.8M | $11.5M | 1.12% | -7,510 | 2026-03-31 |
| 19 | CGMS | CAPITAL GRP FIXED INCM ETF T | 429.0K | $11.7M | $11.6M | 1.13% | +22.8K | 2026-03-31 |
| 20 | TCAF | T ROWE PRICE ETF INC | 309.9K | $11.0M | $12.9M | 1.25% | +660 | 2026-03-31 |
| 21 | PULS | PGIM ETF TR | 219.1K | $10.9M | $10.9M | 1.06% | +166.8K | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 32.3K | $10.3M | $11.9M | 1.16% | -211 | 2026-03-31 |
| 23 | JPIB | J P MORGAN EXCHANGE TRADED F | 212.6K | $10.2M | $10.2M | 0.99% | +176.9K | 2026-03-31 |
| 24 | IGLB | ISHARES TR | 196.0K | $9.7M | $9.4M | 0.91% | +79.1K | 2026-03-31 |
| 25 | COWZ | PACER FDS TR | 147.3K | $9.2M | $9.9M | 0.96% | -18,433 | 2026-03-31 |
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