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Onyx Bridge Wealth Group LLC

120 WHITE PLAINS ROAD, SUITE 115, TARRYTOWN, NY 10591 • 914-909-6699

Q4 2025 · Filed 2026-02-18
Market Value
$938M
+2.2%
Holdings
386
+9
New Purchases
23
Added To
150
Closed
23
Reduced
162
Top 10 Concentration
32.4%
Turnover
11.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLI 1.33% 0.09% +1.24% $12M
AVUV 0.99% 0.16% +0.83% $9M
PEN 0.89% 0.14% +0.74% $8M
CGDV 2.71% 2.06% +0.65% $25M
IGIB 0.76% 0.14% +0.62% $7M
VMBS 1.04% 0.47% +0.57% $10M
IGLB 0.63% 0.06% +0.57% $6M
FLXR 1.40% 1.05% +0.34% $13M
CGBL 0.43% 0.10% +0.33% $4M
FPAG 0.28% 0.00% +0.28% $3M
VWOB 0.79% 0.61% +0.18% $7M
SGOV 0.22% 0.04% +0.18% $2M
EWC 0.17% 0.00% +0.17% $2M
GOOG 0.79% 0.64% +0.16% $7M
EWU 0.29% 0.14% +0.15% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLF 0.39% 1.67% -1.28% $4M
SCHD 0.52% 1.61% -1.09% $5M
SPHY 0.21% 0.95% -0.74% $2M
IWY 0.59% 1.18% -0.60% $5M
SHV 1.02% 1.57% -0.56% $10M
JPIB 0.19% 0.60% -0.41% $2M
SPEM 0.20% 0.59% -0.39% $2M
AGG 1.60% 1.90% -0.30% $15M
MSFT 0.95% 1.19% -0.24% $9M
CGMS 1.20% 1.37% -0.17% $11M
EWJ 0.00% 0.16% -0.16% $0
EWQ 0.00% 0.15% -0.15% $0
MA 0.16% 0.30% -0.14% $1M
GHYG 0.04% 0.18% -0.14% $372K
PAYX 0.00% 0.12% -0.12% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 83.6%
Technology 7.6%
Healthcare 2.1%
Communication Services 2.1%
Consumer Cyclical 1.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $316M 33.7%
Large Cap 163 $353M 37.7%
Mid Cap 66 $140M 14.9%
Small Cap 72 $105M 11.2%
Micro Cap 25 $23M 2.5%

Portfolio Analytics

Avg Market Cap
$177.4B
Median Market Cap
$17.0B
Avg P/E
39.3
Median P/E
25.6
Avg Dividend Yield
0.03%
Avg Beta
0.92
# Stocks
147
# ETFs / Funds
239

Top Holdings (386 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 11.95% 163,549 $112M $684.94 $2M -1,124 -0.7%
2 QQQ 3.34% 50,945 $31M $614.31 $720K +27 +0.1%
3 AAPL 2.79% 96,330 $26M $271.86 $900K -2,983 -3.0%
4 CGDV 2.71% 582,929 $25M $43.64 $7M +133,182 +29.6%
5 WTV 2.35% 236,493 $22M $93.30 $1M +6,983 +3.0%
6 VUG 2.11% 40,590 $20M $487.86 $538K +423 +1.1%
7 NVDA 1.99% 100,106 $19M $186.50 -$32K -128 -0.1%
8 VIG 1.87% 79,677 $18M $219.78 $325K +47 +0.1%
9 XLK 1.73% 112,411 $16M $143.97 -$65K +54,762 +95.0%
10 AGG 1.60% 150,449 $15M $99.88 -$2M -23,711 -13.6%
11 CGDG 1.58% 414,523 $15M $35.64 $666K +7,617 +1.9%
12 XLC 1.43% 113,564 $13M $117.72 -$478K -3,412 -2.9%
13 FLXR 1.40% 330,423 $13M $39.60 $3M +88,249 +36.4%
14 XLI 1.33% 80,314 $12M $155.12 $12M +75,221 +1477.0%
15 XLY 1.31% 102,677 $12M $119.41 -$238K +50,522 +96.9%
16 TCAF 1.26% 309,197 $12M $38.22 $801K +16,977 +5.8%
17 OEF 1.23% 33,538 $12M $342.97 -$185K -1,576 -4.5%
18 CGMS 1.20% 406,146 $11M $27.62 -$1M -45,365 -10.1%
19 VTI 1.16% 32,469 $11M $335.27 $214K -51 -0.2%
20 COWZ 1.07% 165,780 $10M $60.28 -$345K -14,096 -7.8%
21 VMBS 1.04% 207,437 $10M $47.08 $5M +116,100 +127.1%
22 SHV 1.02% 86,529 $10M $110.15 -$5M -44,039 -33.7%
23 AVUV 0.99% 91,468 $9M $101.98 $8M +76,619 +516.0%
24 CSM 0.99% 116,357 $9M $79.68 $322K -520 -0.4%
25 FFLC 0.97% 169,674 $9M $53.36 -$152K -7,232 -4.1%
26 MSFT 0.95% 18,413 $9M $483.61 -$2M -2,612 -12.4%
27 QDPL 0.93% 205,853 $9M $42.48 -$182K -7,194 -3.4%
28 MOAT 0.92% 82,973 $9M $103.56 $187K -1,834 -2.2%
29 PEN 0.89% 26,780 $8M $310.91 $7M +21,549 +411.9%
30 ICVT 0.87% 82,967 $8M $98.50 $2K +1,309 +1.6%
31 JQUA 0.82% 121,830 $8M $63.18 $130K +1,538 +1.3%
32 GOOG 0.79% 23,738 $7M $313.79 $2M -262 -1.1%
33 VWOB 0.79% 109,724 $7M $67.43 $2M +25,829 +30.8%
34 DGT 0.78% 43,662 $7M $166.70 $560K +2,128 +5.1%
35 IGIB 0.76% 131,959 $7M $53.88 $6M +107,848 +447.3%
36 SPIB 0.75% 208,401 $7M $33.81 -$305K -8,508 -3.9%
37 AMZN 0.71% 28,949 $7M $230.82 $134K -875 -2.9%
38 FJUL 0.68% 114,023 $6M $55.92 $83K -963 -0.8%
39 FFEB 0.66% 108,751 $6M $56.62 $95K -1,190 -1.1%
40 GLD 0.64% 15,153 $6M $396.31 $297K -906 -5.6%
41 SPY 0.63% 8,720 $6M $681.88 $25K -168 -1.9%
42 IGLB 0.63% 116,887 $6M $50.45 $5M +105,667 +941.8%
43 SPTI 0.60% 193,625 $6M $28.84 -$234K -7,707 -3.8%
44 VYM 0.60% 38,888 $6M $143.52 $443K +2,433 +6.7%
45 FBND 0.59% 120,577 $6M $46.11 -$20K +28 +0.0%
46 IWY 0.59% 19,834 $5M $276.94 -$5M -19,872 -50.0%
47 GOOGL 0.57% 17,082 $5M $313.00 $1M +177 +1.1%
48 QQQM 0.54% 19,996 $5M $252.91 $189K +294 +1.5%
49 SPHQ 0.52% 65,421 $5M $75.05 $770K +8,929 +15.8%
50 SCHD 0.52% 176,749 $5M $27.43 -$10M -363,277 -67.3%
51 JPM 0.51% 14,822 $5M $322.22 $181K +256 +1.8%
52 QMAR 0.51% 144,640 $5M $33.00 $115K -106 -0.1%
53 VHT 0.51% 16,472 $5M $287.86 $471K +20 +0.1%
54 VGIT 0.49% 76,781 $5M $59.93 $201K +3,479 +4.8%
55 JEPI 0.47% 77,203 $4M $57.30 $354K +5,936 +8.3%
56 QOWZ 0.47% 122,686 $4M $35.82 -$283K -5,396 -4.2%
57 JEPQ 0.47% 75,421 $4M $58.18 $359K +5,386 +7.7%
58 AVGO 0.46% 12,484 $4M $346.09 $376K +528 +4.4%
59 BILS 0.44% 41,804 $4M $99.22 -$19K -66 -0.2%
60 BUFR 0.43% 118,248 $4M $34.26 $245K +4,373 +3.8%
61 CGBL 0.43% 114,283 $4M $35.33 $3M +88,222 +338.5%
62 META 0.42% 5,922 $4M $660.06 -$471K -42 -0.7%
63 PLTR 0.41% 21,435 $4M $177.75 -$115K -84 -0.4%
64 AOM 0.40% 78,096 $4M $47.73 $44K +681 +0.9%
65 XLF 0.39% 66,307 $4M $54.77 -$12M -217,476 -76.6%
66 ALAI 0.37% 96,668 $3M $36.11 $249K +10,228 +11.8%
67 SPYG 0.36% 31,541 $3M $106.70 -$421K -4,689 -12.9%
68 BINC 0.36% 63,386 $3M $52.77 -$149K -2,241 -3.4%
69 TSLA 0.35% 7,283 $3M $449.72 -$224K -586 -7.5%
70 JAAA 0.33% 60,379 $3M $50.58 $1M +22,733 +60.4%
71 XMHQ 0.33% 29,765 $3M $102.42 -$136K -573 -1.9%
72 KAPR 0.32% 86,499 $3M $35.13 $61K -581 -0.7%
73 JHMM 0.31% 44,789 $3M $65.48 $24K -171 -0.4%
74 DGRO 0.30% 40,700 $3M $69.42 -$344K -5,853 -12.6%
75 RDIV 0.29% 52,383 $3M $52.04 -$81K -1,478 -2.7%
76 SCHG 0.29% 83,134 $3M $32.62 -$409K -14,678 -15.0%
77 EWU 0.29% 61,602 $3M $43.98 $1M +32,043 +108.4%
78 FPX 0.28% 16,274 $3M $163.59 -$38K +23 +0.1%
79 MUNI 0.28% 49,520 $3M $52.50 $405K +7,528 +17.9%
80 PULS 0.28% 52,330 $3M $49.65 $979K +19,827 +61.0%
81 VOO 0.28% 4,133 $3M $627.07 $45K -25 -0.6%
82 FPAG 0.28% 69,518 $3M $37.10 +69,518 NEW
83 V 0.26% 7,058 $2M $350.69 $30K -104 -1.4%
84 VB 0.25% 8,967 $2M $257.94 $2K -121 -1.3%
85 DYNF 0.24% 36,750 $2M $60.81 $127K +1,149 +3.2%
86 IBM 0.23% 7,408 $2M $296.22 $121K +61 +0.8%
87 EJAN 0.23% 62,804 $2M $33.79 $36K -32 -0.1%
88 MRK 0.23% 20,088 $2M $105.27 $327K -1,214 -5.7%
89 IOO 0.22% 16,474 $2M $126.67 $282K +1,438 +9.6%
90 SGOV 0.22% 20,735 $2M $100.38 $2M +16,650 +407.6%
91 SPYV 0.22% 36,544 $2M $56.81 -$111K -2,976 -7.5%
92 BRK-B 0.21% 3,982 $2M $502.65 -$352K -699 -14.9%
93 HDV 0.21% 16,277 $2M $121.61 -$16K -17 -0.1%
94 SPHY 0.21% 83,000 $2M $23.67 -$7M -279,135 -77.1%
95 HYLB 0.21% 52,213 $2M $36.83 -$108K -2,510 -4.6%
96 SPEM 0.20% 40,167 $2M $46.81 -$4M -75,817 -65.4%
97 VFMF 0.20% 12,330 $2M $150.72 $28K -359 -2.8%
98 CVX 0.20% 12,154 $2M $152.42 $22K +366 +3.1%
99 FDN 0.19% 6,759 $2M $269.18 -$110K -134 -1.9%
100 JPIB 0.19% 35,718 $2M $48.70 -$4M -76,282 -68.1%

New Positions

SymbolValue% Port
FPAG $3M 0.28%
EWC $2M 0.17%
BMNR $750K 0.08%
SPMO $578K 0.06%
SMA $464K 0.05%
ROE $435K 0.05%
SCHO $420K 0.04%
MUB $389K 0.04%
ASTS $376K 0.04%
FLHY $363K 0.04%
DTCR $345K 0.04%
CGXU $329K 0.04%
ATFV $329K 0.04%
NLR $268K 0.03%
MSIF $236K 0.03%

Sold Out Positions

SymbolValue% Port
AHR —%
ITW —%
SMR —%
GABC —%
KNG —%
EWQ —%
GOVT —%
IUSV —%
GCOW —%
TLTW —%
SBUX —%
VFH —%
TOTL —%
EWJ —%
FTSM —%
View SEC EDGAR Filings for Onyx Bridge Wealth Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms