1y return+16.0%S&P 500 +20.9%
3y return+47.2%S&P 500 +68.5%
5y return+36.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $144 against $200 in the S&P 500.2
Onyx Bridge Wealth Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $82.9M | 7.5% | +121.1% |
| IVVIshares Tr | $75.3M | 6.8% | −32.5% |
| XLKSelect Sector Spdr Tr | $46.9M | 4.2% | +120.6% |
| XLESelect Sector Spdr Tr | $39.8M | 3.6% | +3756.6% |
| SPMOInvesco Exch Traded Fd Tr II | $34.4M | 3.1% | +2712.0% |
| CGDVCapital Group Dividend Value | $32.9M | 3.0% | +8.4% |
| AAPLApple Inc | $27.1M | 2.4% | |
| NVDANvidia Corporation | $20.6M | 1.9% | +3.4% |
| VIGVanguard Specialized Funds | $19.0M | 1.7% | |
| VMBSVanguard Scottsdale Fds | $17.1M | 1.5% | +17.3% |
| WTVWisdomtree Tr | $16.8M | 1.5% | −19.1% |
| CGDGCapital Group Dividend Growe | $16.4M | 1.5% | +3.2% |
| VUGVanguard Index Fds | $16.2M | 1.5% | −43.2% |
| TMBThornburg Etf Tr | $15.9M | 1.4% | New |
| PULSPgim Etf Tr | $15.1M | 1.4% | +39.4% |
| ICVTIshares Tr | $13.7M | 1.2% | −4.8% |
| IJKIshares Tr | $12.4M | 1.1% | New |
| IGIBIshares Tr | $12.1M | 1.1% | +378.4% |
| TCAFT Rowe Price Exchange-traded | $12.0M | 1.1% | −5.9% |
| VTIVanguard Index Fds | $12.0M | 1.1% | |
| SPHYSpdr Series Trust | $11.6M | 1.0% | +934.1% |
| CGMSCapital Grp Fixed Incm Etf T | $11.5M | 1.0% | −1.5% |
| CSMProshares Tr | $9.8M | 0.9% | |
| FFLCFidelity Covington Trust | $9.6M | 0.9% | +17.5% |
| QDPLPacer Fds Tr | $9.5M | 0.9% | +17.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $20.6M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $8.1M |
| QQQInvesco Qqq Tr | March 31, 2021 | +130.7% | $82.9M |
| XLKSelect Sector Spdr Tr | June 30, 2023 | +119.2% | $46.9M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $27.1M |
| VUGVanguard Index Fds | December 31, 2020 | +104.0% | $16.2M |
| XLESelect Sector Spdr Tr | September 30, 2021 | +103.9% | $39.8M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $6.2M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $75.3M |
| MSFTMicrosoft Corp | December 31, 2020 | +67.7% | $7.3M |
Sold off last quarter
- JPIBJ P Morgan Exchange Traded F was $10.2M
- IGLBIshares Tr was $9.7M
- EWIIshares Inc was $1.8M
- EWJIshares Inc was $1.8M
- ACYNFirst Tr Exchange-traded Fd was $545K
- FEZSpdr Index Shs Fds was $503K
- XOVREntrepreneurshares Series Tr was $382K
- CMDTPimco Etf Tr was $378K
- EEMVIshares Inc was $366K
- Honeywell Intl IncCUSIP 438516106 was $316K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Onyx Bridge Wealth Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1819476&type=13F-HR&dateb=&owner=include&count=40CIK 1819476
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1819476/000181947626000005/Filed July 23, 2026 · accession 0001819476-26-000005