Onyx Bridge Wealth Group LLC
•CIK: 1819476•Filing: Q4 2025
**Onyx Bridge Wealth Group LLC** manages a focused portfolio with $4M in Assets Under Management. The strategy is evidenced by concentrated exposure across three key holdings, including a significant $2.2M allocation to IBM. Further diversification is provided by substantial positions in CEG ($1.2M) and MU ($1.0M). This structure suggests a tactical, high-conviction approach to generating alpha within its current mandate.
Total AUM
$4.4M
QoQ Performance
-99.5%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IBM
CEG
MU
IBM49.6%
CEG27.6%
MU22.9%
📈 Biggest Buys
📉 Biggest Sells
MU
MICRON TECHNOLOGY INC
-0.6%
22.9% of portfolio
Sector Breakdown
Other50.4%
Technology49.6%
🚪 Exited Positionssold since Q3 2025
+359 more exited positions
Changes from Q3 2025
↑2 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023