Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC is a Utah-based registered investment advisor headquartered in Lindon, serving as an independent wealth management firm focused on comprehensive financial planning and investment management services. The firm files quarterly 13F disclosures with the Securities and Exchange Commission under CIK #0001819476, providing transparency into its equity portfolio construction for qualified institutional holdings. Operating under a partnership structure, Onyx Bridge is led by Managing Partner and CEO Ryan Smith, alongside Tyler Dansie serving as Chief Investment Officer and Brandon Dansie as Chief Operating Officer. The firm's establishment reflects the broader growth of independent advisory practices in the Mountain West region, where entrepreneurial wealth management firms have expanded to serve growing populations of affluent clients. The 13F filing history accessible through this platform enables users to examine how Onyx Bridge has built and adjusted its equity allocations across reporting periods, offering insight into the firm's investment decision-making over time.

Onyx Bridge Wealth Group LLC employs a growth-oriented investment philosophy balanced with core equity holdings to create diversified portfolios for its client base. The firm's 13F Portfolio Composition reveals a meaningful allocation toward technology and innovation-driven sectors, consistent with a growth mandate that seeks participation in secular expansion trends. This is complemented by positions in established large-cap names that provide portfolio stability and liquidity. Under the investment direction of Tyler Dansie as CIO, the strategy appears to blend conviction in high-growth opportunities with pragmatic diversification across market segments. Observable patterns in the Sector Allocation History suggest the firm actively positions around thematic opportunities while maintaining broad market exposure through foundational holdings. The Top 10 Holdings Concentration analysis provides visibility into how the firm balances its highest-conviction positions against diversification requirements, a critical consideration for wealth management clients seeking both growth potential and risk management. Turnover appears moderate, indicating a willingness to adjust positioning as market conditions evolve while avoiding excessive trading activity.

Onyx Bridge Wealth Group LLC represents a growth-oriented wealth management practice operating from Utah's expanding financial services corridor, with an investment approach that balances technology sector conviction with diversified core equity exposure. The partnership structure led by Ryan Smith, Tyler Dansie, and Brandon Dansie brings defined leadership across executive, investment, and operational functions. The Annualized Return (CAGR) achievable through historical portfolio replication provides a basis for evaluating the firm's growth-focused approach against benchmark alternatives and competing strategies. The Sharpe Ratio derived from disclosed holdings offers perspective on risk-adjusted compounding behavior, contextualizing returns against the volatility inherent in growth-oriented positioning. The firm's 13F filing history since its initial disclosure provides a documented record of how portfolio construction has evolved, enabling pattern recognition across multiple market regimes. Given the firm's growth tilt and technology sector emphasis, how might the disclosed portfolio positioning perform during an extended period of value factor outperformance or sustained multiple compression in high-growth equities?

The risk characteristics of Onyx Bridge Wealth Group LLC's disclosed portfolio reflect the growth orientation embedded in its investment approach, with corresponding implications for volatility and drawdown behavior. The firm's emphasis on technology and growth-oriented sectors typically correlates with elevated Volatility Profile metrics relative to value or defensive strategies, as these segments exhibit greater sensitivity to interest rate expectations and economic cycle positioning. Historical replication of the disclosed holdings enables assessment of Max Drawdown Depth across various market environments, including the technology sector corrections that have punctuated recent years. The Downside Capture Ratio for growth-tilted portfolios tends to show amplified participation in market declines, though this is typically accompanied by enhanced upside capture during recovery phases and risk-on environments. The firm's diversified core holdings may serve as ballast during periods of growth stock underperformance, potentially moderating overall portfolio beta. Users can leverage backtesting functionality to stress-test the historical capital trajectory against specific drawdown periods and examine recovery timelines.