13F
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Onyx Bridge Wealth Group LLC

13F equity value
$930M
Positions
373
Top 10 concentration
30.7%
Quarters / total new picks
20 / 174
13F equity value over time
$0M$470M$940M2020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +2.2% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 45.0% of quarters (excess t = 0.57, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.3%
t-stat
0.57
Quarterly win rate
45%
Annualized excess
+1.9%
$1 → follow vs universe
$1.47 vs $1.34
Cumulative return: $1 invested in new picks vs universe
1.00 20210331: universe 1.00920210630: universe 1.09020210930: universe 0.97820211231: universe 0.83220220331: universe 0.89420220630: universe 0.82820220930: universe 0.88920221231: universe 0.82620230331: universe 0.87020230630: universe 0.83920230930: universe 0.95220231231: universe 0.99520240331: universe 1.01720240630: universe 1.11020240930: universe 1.10020241231: universe 1.02720250331: universe 1.11920250630: universe 1.15520250930: universe 1.29820251231: universe 1.343 20210331: follow 1.06720210630: follow 1.13420210930: follow 1.17720211231: follow 0.95220220331: follow 0.96420220630: follow 0.91020220930: follow 0.91220221231: follow 0.92220230331: follow 0.92220230630: follow 0.96720230930: follow 1.07220231231: follow 1.14320240331: follow 1.15820240630: follow 1.29520240930: follow 1.27620241231: follow 1.28620250331: follow 1.38620250630: follow 1.36420250930: follow 1.58920251231: follow 1.470 0.76 1.24 1.72 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 373 · 2026 Q1

Ticker Value Weight QoQ
IVV $97M
10.5%
TRIM
QQQ $29M
3.2%
HOLD
CGDV $26M
2.8%
ADD
VUG $24M
2.6%
ADD
AAPL $24M
2.5%
TRIM
WTV $19M
2.1%
TRIM
NVDA $17M
1.9%
HOLD
VIG $17M
1.8%
HOLD
FLXR $15M
1.6%
ADD
CGDG $15M
1.6%
ADD
XLK $15M
1.6%
HOLD
VMBS $15M
1.6%
ADD
AGG $14M
1.5%
TRIM
XLI $12M
1.3%
TRIM
ICVT $12M
1.3%
ADD
XLU $12M
1.3%
ADD
VWOB $12M
1.3%
ADD
XLC $12M
1.3%
TRIM
CGMS $12M
1.3%
ADD
TCAF $11M
1.2%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ABALLWCATECOWEMHYESMLEWJGLWGSKIAUMGKONDSQSRODMSBUXSGSHELSILSLVSMRXSD

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.