Onyx Bridge Wealth Group LLC

CIK 0001819476 · Q1 2026

13F Equity AUM

$930.0M

-1.1% QoQ

Positions

373

+7 QoQ

AUM Rank

#2,932

Top 24%

Skill Alpha (FF)

-2.3%/yr

Underperformer

Rank #5,623 · Top 68%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 21.6%Top 10: 30.7%Top 20: 44.2%

IVV10.5%

NDQ3.2%

CGDV2.8%

VUG2.6%

AAPL2.5%

WTV2.1%

NVDA1.9%

VIG1.8%

FLXR1.6%

CGDG1.6%

Others (363)69.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.1%

Technology7.6%

Healthcare2.1%

Communication Services2.1%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 373Median: 0.07%Avg: 0.27%

0–0.5%

322(32.5%)

0.5–1%

27(19.0%)

1–3%

22(35.0%)

3–5%

1(3.2%)

5%+

1(10.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 334Unique: 39vs 20 funds

4.6%Low

373

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.1%

BANK OF AMERICA CORP /DE/

6.7%

7.8%

5.5%

4.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.4%

GEODE CAPITAL MANAGEMENT, LLC

3.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New24Increased171Decreased141Exited18

New Positions

EWJ0.2%

+21K

MGK0.2%

+4K

IALT0.1%

+30K

ENDW0.1%

+21K

FIRST TR EXCHANGE-TR…0.1%

+27K

ALLW0.1%

+19K

ELM0.1%

+16K

ESML0.0%

+8K

GLW0.0%

+3K

CAT0.0%

+504

Increased

XLU1.3%

+245K(+1466%)

HYT0.3%

+180K(+148%)

JPIB1.1%

+177K(+495%)

PULS1.2%

+167K(+319%)

VMBS1.6%

+104K(+50%)

IGLB1.1%

+79K(+68%)

VWOB1.3%

+69K(+63%)

FLXR1.6%

+59K(+18%)

PYLD0.3%

+37K(+66%)

ICVT1.3%

+35K(+43%)

Decreased

XLY0.0%

-99,527(-97%)

IGIB0.3%

-84,220(-64%)

AVUV0.4%

-58,360(-64%)

GBDC0.1%

-52,850(-42%)

SPHY0.1%

-35,077(-42%)

SPIB0.6%

-34,762(-17%)

WTV2.1%

-32,200(-14%)

FFLC0.8%

-30,365(-18%)

KHPI0.1%

-27,660(-49%)

QDPL0.8%

-27,121(-13%)

Exited

-33,596

-40,919

-14,983

-14,850

-979

-3,729

-3,178

-2,143

-17,987

-1,772

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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