Onyx Bridge Wealth Group LLC

RIA/Wealth

Onyx Bridge Wealth Group LLC is a RIA/Wealth based in Tarrytown, NY led by Jared Michael Cohen, reporting $1.0B in AUM as of Q3 2025 with 77% ETF concentration.

Managing PartnerJared Michael Cohen

Portfolio Value: $915.8M
Positions: 359
Top Holding: IVV at 12.03%
Last Reported: Q3 2025

Address120 White Plains Road, Suite 115, Tarrytown, NY, 10591, United States

Top Holdings

Largest long holdings in Onyx Bridge Wealth Group LLC's portfolio (32.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$110.2M	12.03%	+$12.1M Bought	— 164.7K shares	Q4 2020 Held for 4y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$30.6M	3.34%	+$956.6K Bought	— 50.9K shares	Q1 2021 Held for 4y 8m
3 Apple AAPL	Consumer Electronics Technology	$25.3M	2.76%	+$2.9M Bought	0.00% 99.3K shares	Q4 2020 Held for 4y 11m
4 WisdomTree U.S. Value Fund WTV	ETF ETF	$20.9M	2.28%	+$4.9M Bought	— 229.5K shares	Q2 2025 Held for 5 months
5 Vanguard Growth VUG	ETF ETF	$19.3M	2.10%	+$3.5M Bought	— 40.2K shares	Q4 2020 Held for 4y 11m
6 CGDV Capital Group Dividend Value CGDV	ETF ETF	$18.9M	2.07%	+$4.1M Bought	— 449.7K shares	Q4 2024 Held for 11 months
7 Nvidia NVDA	Semiconductors Technology	$18.7M	2.04%	+$8.5M Bought	0.00% 100.2K shares	Q2 2021 Held for 4y 5m
8 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$17.5M	1.91%	-$11.3M Sold	— 174.2K shares	Q4 2020 Held for 4y 11m
9 Vanguard Dividend Appreciation VIG	Unknown Unknown	$17.2M	1.88%	-$46.8K Sold	— 79.6K shares	Q2 2023 Held for 2y 5m
10 Technology Select Sector SPDR Fund XLK	ETF ETF	$16.2M	1.77%	+$12.4M Bought	— 57.6K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Onyx Bridge Wealth Group LLC's latest filing

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GthenC

Market Value

$915.8M

Prior: $753.4M

Q/Q Change

+21.56%

+$162.4M

Net Flows % of MV

+10.55%

Turnover Ratio

15.53%

New Purchases

48 stocks

$57.8M

Added To

181 stocks

+$133.3M

Sold Out Of

14 stocks

$6.6M

Reduced Holdings

82 stocks

-$87.8M

Increased Positions

Position	Shares Δ	Change
1 FLXR TCW Flexible Income FLXR	New	0 → 242.2K +$9.6M
2 FT Vest U.S. Equity Buffer ETF FJUL	New	0 → 115.0K +$6.3M
3 JPMorgan International Bond Opportunities JPIB	New	0 → 112.0K +$5.5M
4 Vanguard Intermediate-Term Treasury VGIT	New	0 → 73.3K +$4.4M
5 Schwab U.S. Large-Cap Growth SCHG	New	0 → 97.8K +$3.1M

Decreased Positions

Position	Shares Δ	Change
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	Sold	11.4K → 0 −$1.3M
2 iShares MSCI Canada EWC	Sold	26.1K → 0 −$1.2M
3 Invesco S&P SmallCap 600 Revenue ETF RWJ	Sold	24.2K → 0 −$1.0M
4 Nuveen ESG Large-Cap Growth NULG	Sold	7.3K → 0 −$687.3K
5 Golden Ocean Group Limited GOGL	Sold	54.6K → 0 −$399.8K