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Cynthia Schlanger

Onyx Bridge Wealth Group Llc

Assets Managed
$930.019M
Holdings
373
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
-1.07%(2Q avg: 0.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Bridge Wealth Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 373 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 930.019M in assets, with a quarterly growth rate of -1.07% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by Cynthia Schlanger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.88%
10.47%
$97.336M
149,012 shares@ $653.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.11%
3.16%
$29.371M
50,887 shares@ $577.19 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 5.8%
2.83%
$26.245M
616,693 shares@ $42.56 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 35.94%
2.6%
$24.1M
55,174 shares@ $436.8 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3%
2.55%
$23.712M
93,432 shares@ $253.79 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Decreased -13.61%
2.09%
$19.353M
204,293 shares@ $94.73 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.5%
1.87%
$17.371M
99,605 shares@ $174.4 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.01%
1.85%
$17.137M
79,683 shares@ $215.06 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 17.73%
1.65%
$15.276M
388,997 shares@ $39.27 avg price
CGDG
Cap Group Dividend Growers
Recent Activity
Increased 2.31%
1.64%
$15.232M
424,066 shares@ $35.92 avg price

1-10 of 373