Institutions / Stonebridge Financial Planning Group, LLC

Stonebridge Financial Planning Group, LLC

CIK 1802494 · Institution · as of Dec 31, 2025

Portfolio value

$277.01M

Positions

168

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 168 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$17.23M	62,200	6.2%
iShares Tr	—	$11.69M	58,521	4.2%
Invesco Exchange Traded Fd T	—	$9.27M	123,524	3.3%
iShares Tr	—	$8.49M	122,250	3.1%
iShares Tr	—	$6.13M	8,952	2.2%
First Tr Exchange Traded Fd	—	$5.79M	191,213	2.1%
Amazon.com Inc	—	$5.54M	23,990	2.0%
SPDR Series Trust	—	$5.53M	233,574	2.0%
NVIDIA Corp	—	$5.28M	28,306	1.9%
Vanguard Tax-Managed Fds	—	$5.12M	81,967	1.8%
Vanguard Scottsdale Fds	—	$5.06M	60,469	1.8%
iShares Tr	—	$5.01M	29,816	1.8%
First Tr Exchng Traded Fd VI	—	$4.56M	133,056	1.6%
VanEck ETF Trust	—	$4.42M	42,667	1.6%
First Tr Exchange Traded Fd	—	$4.41M	63,446	1.6%
iShares Tr	—	$4.33M	9,153	1.6%
ETF Ser Solutions	—	$3.97M	67,338	1.4%
Vanguard Index Fds	—	$3.94M	8,079	1.4%
Apple Inc.	—	$3.11M	11,430	1.1%
PIMCO ETF Tr	—	$3.10M	30,851	1.1%
Vanguard World Fd	—	$3.04M	4,035	1.1%
Global X Artificial Intelligence & Technology ETF	—	$3.00M	58,890	1.1%
First Tr Exchng Traded Fd VI	—	$2.84M	112,739	1.0%
Visa Inc	—	$2.81M	7,998	1.0%
Microsoft Corp	—	$2.70M	5,582	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.