Current Market Value 930,018,910
Current Holdings 373
Most Recent File Date 2026-04-22
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Onyx Bridge Wealth Group LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-22 2026-03-31 13F-HR 373 930,019
2026-02-18 2025-12-31 13F-HR 366 940,153
2025-11-06 2025-09-30 13F-HR 367 919,769
2025-07-30 2025-06-30 13F-HR 316 756,283
2025-04-29 2025-03-31 13F-HR 293 697,182
2025-01-27 2024-12-31 13F-HR 284 694,444
2024-10-17 2024-09-30 13F-HR 285 663,322
2024-07-22 2024-06-30 13F-HR 273 609,110
2024-04-29 2024-03-31 13F-HR 263 559,808
2024-01-31 2023-12-31 13F-HR 251 495,584
2023-10-16 2023-09-30 13F-HR 235 427,839
2023-07-25 2023-06-30 13F-HR 237 418,093
2023-04-10 2023-03-31 13F-HR 187 250,546
2023-01-11 2022-12-31 13F-HR 184 245,874
2022-10-13 2022-09-30 13F-HR 174 219,264
2022-07-25 2022-06-30 13F-HR 168 224,343
2022-05-09 2022-03-31 13F-HR 159 263,525
2022-01-18 2021-12-31 13F-HR 174 296,628
2021-10-20 2021-09-30 13F-HR 157 266,250
2021-07-20 2021-06-30 13F-HR 130 231,311
2021-05-12 2021-03-31 13F-HR 116 199,745
2021-02-16 2020-12-31 13F-HR 75 152,679