Notify me when Onyx Bridge Wealth Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 366 | $940,153,355 | +$98,213,102 | -$76,857,938 | +$21,355,164 | IVV, QQQ, AAPL, CGDV, WTV | 13F-HR | 18 Feb 2026, 17:00 |
| Q3 2025 | 367 | $919,769,106 | +$209,489,575 | -$94,443,361 | +$115,046,214 | IVV, QQQ, AAPL, WTV, VUG | 13F-HR | 06 Nov 2025, 13:19 |
| Q2 2025 | 316 | $756,282,651 | +$148,506,613 | -$141,377,572 | +$7,129,041 | IVV, AGG, QQQ, COWZ, AAPL | 13F-HR | 30 Jul 2025, 12:42 |
| Q1 2025 | 293 | $697,182,423 | +$136,393,025 | -$118,491,129 | +$17,901,896 | IVV, COWZ, VUG, QQQ, AGG | 13F-HR | 28 Apr 2025, 17:36 |
| Q4 2024 | 284 | $694,444,186 | +$109,160,691 | -$71,735,379 | +$37,425,312 | IVV, COWZ, QQQ, AAPL, AGG | 13F-HR | 27 Jan 2025, 13:00 |
| Q3 2024 | 285 | $663,322,209 | +$102,097,002 | -$76,645,052 | +$25,451,950 | IVV, COWZ, QQQ, AAPL, AGG | 13F-HR | 16 Oct 2024, 17:49 |
| Q2 2024 | 273 | $609,110,443 | +$52,529,353 | -$22,593,757 | +$29,935,596 | IVV, COWZ, QQQ, AAPL, AGG | 13F-HR | 22 Jul 2024, 16:58 |
| Q1 2024 | 263 | $559,753,459 | +$127,757,108 | -$81,613,364 | +$46,143,744 | IVV, COWZ, QQQ, AGG, VUG | 13F-HR | 29 Apr 2024, 16:51 |
| Q4 2023 | 251 | $495,584,391 | +$93,352,833 | -$62,405,456 | +$30,947,377 | IVV, AGG, VUG, COWZ, QQQ | 13F-HR | 31 Jan 2024, 17:11 |
| Q3 2023 | 235 | $427,839,206 | +$87,311,217 | -$66,534,358 | +$20,776,859 | IVV, COWZ, JHMM, QQQ, SHV | 13F-HR | 16 Oct 2023, 17:16 |
| Q2 2023 | 237 | $418,092,736 | +$202,334,086 | -$45,556,932 | +$156,777,154 | IVV, COWZ, SHV, QQQ, AAPL | 13F-HR | 25 Jul 2023, 16:02 |
| Q1 2023 | 187 | $250,546,366 | +$84,330,405 | -$86,412,500 | -$2,082,095 | COWZ, IVV, AAPL, ISTB, AGG | 13F-HR | 10 Apr 2023, 13:54 |
| Q4 2022 | 184 | $245,873,951 | +$64,709,545 | -$51,846,783 | +$12,862,762 | VTV, SPTI, ISTB, AGG, IVV | 13F-HR | 11 Jan 2023, 17:11 |
| Q3 2022 | 173 | $219,264,000 | +$43,530,328 | -$34,590,912 | +$8,939,416 | SPTI, ISTB, AGG, IVV, VTV | 13F-HR | 13 Oct 2022, 11:57 |
| Q2 2022 | 168 | $221,380,000 | +$55,985,764 | -$83,820,411 | -$27,834,647 | SPTI, ISTB, VTV, AGG, IVV | 13F-HR | 25 Jul 2022, 14:23 |
| Q1 2022 | 159 | $261,556,000 | +$51,306,402 | -$49,420,990 | +$1,885,412 | VUG, IVV, SPTI, ISTB, AGG | 13F-HR | 09 May 2022, 10:35 |
| Q4 2021 | 174 | $296,628,000 | +$55,708,868 | -$32,127,019 | +$23,581,849 | VUG, IXUS, IVV, JHMM, AGG | 13F-HR | 18 Jan 2022, 16:24 |
| Q3 2021 | 157 | $266,250,000 | +$113,818,553 | -$85,805,425 | +$28,013,128 | IXUS, VUG, JHMM, IVV, HYLB | 13F-HR | 20 Oct 2021, 14:24 |
| Q2 2021 | 128 | $230,342,000 | +$76,683,022 | -$50,511,357 | +$26,171,665 | RODM, MTUM, JHMM, IUSB, IVV | 13F-HR | 20 Jul 2021, 14:59 |
| Q1 2021 | 114 | $199,739,000 | +$59,947,502 | -$15,868,154 | +$44,079,348 | IUSB, JHMM, VB, IVV, AGG | 13F-HR | 11 May 2021, 19:04 |
| Q4 2020 | 76 | $151,477,000 | $0 | $0 | $0 | JHMM, VB, AGG, SPEM, HYLB | 13F-HR | 16 Feb 2021, 12:50 |