Institutions / Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC
CIK 2082460 · Institution · as of Dec 31, 2025
Portfolio value
$105.85M
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $22.58M | 21.3% |
| WisdomTree Tr | $9.82M | 9.3% |
| WisdomTree Tr | $9.42M | 8.9% |
| WisdomTree Tr | $7.62M | 7.2% |
| WisdomTree Tr | $6.77M | 6.4% |
| WisdomTree Tr | $5.41M | 5.1% |
| WisdomTree Tr | $4.90M | 4.6% |
| WisdomTree Tr | $4.60M | 4.3% |
| WisdomTree Tr | $3.72M | 3.5% |
| Sanara MedTech Inc.SMTI | $3.15M | 3.0% |
| AbbVie Inc. | $3.02M | 2.9% |
| Invesco Exch Traded Fd Tr II | $2.42M | 2.3% |
| iShares Tr | $2.28M | 2.2% |
| iShares Tr | $2.04M | 1.9% |
| Apple Inc. | $1.94M | 1.8% |
| WisdomTree Tr | $1.50M | 1.4% |
| WisdomTree Tr | $1.42M | 1.3% |
| iShares Inc | $1.32M | 1.2% |
| Janus Detroit Str Tr | $1.25M | 1.2% |
| SANUWAVE Health Inc | $1.15M | 1.1% |
| United Homes Group Inc | $1.13M | 1.1% |
| Johnson & Johnson | $1.02M | 1.0% |
| Abbott Laboratories | $904.8K | 0.9% |
| United Homes Group Inc | $903.5K | 0.9% |
| WisdomTree Tr | $850.8K | 0.8% |
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.