Sign In
test

Cynthia Schlanger

Onyx Bridge Wealth Group Llc

Assets Managed
$1.111B
Holdings
389
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
19.48%(2Q avg: 9.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Bridge Wealth Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 389 positions.

Assets under management

The assets under management (AUM) of Onyx Bridge Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.111B in assets, with a quarterly growth rate of 19.48% and a 2-quarter average growth rate of 9.21%. The portfolio is managed by Cynthia Schlanger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 121.1%
7.46%
$82.858M
112,507 shares@ $736.47 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -32.54%
6.78%
$75.273M
100,513 shares@ $748.9 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 120.57%
4.23%
$46.936M
246,355 shares@ $190.52 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 3756.57%
3.59%
$39.815M
749,677 shares@ $53.11 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 2712.03%
3.1%
$34.41M
213,011 shares@ $161.55 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.36%
2.97%
$32.944M
668,224 shares@ $49.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.39%
2.45%
$27.14M
93,792 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.43%
1.86%
$20.612M
103,012 shares@ $200.1 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.58%
1.71%
$18.963M
80,141 shares@ $236.62 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 17.31%
1.54%
$17.103M
365,376 shares@ $46.81 avg price

1-10 of 389