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Onyx Bridge Wealth Group LLC - Portfolio Stock Holdings

Onyx Bridge Wealth Group LLC disclosed 391 stock positions in a recent SEC 13F filing. $902,363,230 of stock holdings were filed, with the largest holdings including IVV, QQQ, and CGDV. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.

We estimate the fund has a total AUM of $1,370,368,948 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

391

Est. Stock Holding Value:

$902,363,230

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Onyx Bridge Wealth Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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