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Stonebridge Financial Planning Group

Latest statistics and disclosures from Stonebridge Financial Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWY, IYW, SPHQ, DGRO, FGD, and represent 18.97% of Stonebridge Financial Planning Group's stock portfolio.
Added to shares of these 10 stocks: VUG, VGT, IWF, PYLD, VO, JEPI, VCSH, FGD, VOX, MGK.
Started 17 new stock positions in AMD, VEU, QAI, MS, IGLD, SPMD, JEPI, CRWD, MMT, FTHF. XRT, IJS, EMDM, VFLO, TRFK, HYMB, EMBX.
Reduced shares in these 10 stocks: KNG, DSTL, ARCC, VFH, BSX, MOAT, MFS Charter Income Trust, IYC, LQD, .
Sold out of its positions in BSX, FDL, FPE, MFS Charter Income Trust, XLE.
Stonebridge Financial Planning Group was a net buyer of stock by $18M.
Stonebridge Financial Planning Group has $314M in assets under management (AUM), dropping by 15.28%.
Central Index Key (CIK): 0001802494

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Portfolio Holdings for Stonebridge Financial Planning Group

Stonebridge Financial Planning Group holds 183 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.6	$18M		61k	290.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	4.4	$14M		54k	252.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.4	$11M		120k	90.10	View chart
Ishares Tr Core Div Grwth (DGRO)	3.1	$9.6M		127k	75.79	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	2.5	$7.9M	+11%	246k	31.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$6.5M	+3%	92k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$6.2M	-2%	8.3k	748.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$6.1M	+7%	75k	81.06	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.9	$5.9M		253k	23.44	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.9	$5.9M	+9%	161k	36.53	View chart
Amazon (AMZN)	1.8	$5.7M	+3%	24k	238.34	View chart
NVIDIA Corporation (NVDA)	1.7	$5.4M	-3%	27k	200.09	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.7	$5.3M		182k	29.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.7	$5.3M		28k	188.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.7	$5.2M		63k	82.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.4	$4.5M	-3%	7.0k	640.74	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$4.5M	+522%	52k	86.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$4.1M	+272%	33k	124.17	View chart
Global X Fds Artificial Etf (AIQ)	1.2	$3.9M		59k	65.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$3.8M	+156%	145k	26.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.2	$3.7M	-10%	36k	103.96	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$3.5M	+692%	30k	119.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$3.5M	+4%	35k	100.81	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.1	$3.4M	+8%	44k	77.23	View chart
Apple (AAPL)	1.0	$3.3M		11k	289.36	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.0	$3.2M	-17%	54k	59.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.9M	-2%	4.2k	686.73	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.9	$2.7M	+2%	16k	163.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$2.6M	-6%	83k	31.71	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.8	$2.6M	-8%	105k	24.88	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$2.6M	+2%	60k	43.14	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$2.6M	-6%	12k	225.49	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.8	$2.5M	-2%	35k	71.75	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.8	$2.5M	+22%	32k	77.58	View chart
Visa Com Cl A (V)	0.8	$2.5M	-5%	7.3k	343.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$2.5M	+308%	31k	80.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.5M		16k	158.03	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.8	$2.4M	+6%	103k	23.09	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$2.3M	+13%	45k	50.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.3M	-2%	6.4k	353.31	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.7	$2.1M	-6%	19k	115.98	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.7	$2.1M	+8%	16k	133.25	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.7	$2.1M		10k	199.98	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.6	$2.0M	+19%	12k	165.38	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.6	$2.0M	+8%	29k	69.48	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$2.0M	-2%	9.0k	219.20	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.6	$2.0M	+7%	10k	191.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.9M	+3%	32k	59.69	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.6	$1.9M	+5%	7.3k	260.69	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.6	$1.9M	-3%	17k	109.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$1.9M		8.2k	227.05	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.6	$1.8M	-10%	16k	117.28	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.6	$1.8M	-8%	13k	140.56	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M	-8%	4.8k	373.04	View chart
Eli Lilly & Co. (LLY)	0.6	$1.8M	-5%	1.5k	1199.06	View chart
Ishares Tr Us Consum Discre (IYC)	0.5	$1.7M	-15%	17k	101.10	View chart
Ishares Msci Japan Etf (EWJ)	0.5	$1.7M	+4%	18k	93.27	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.5	$1.7M	+17%	32k	52.95	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$1.7M	-5%	14k	118.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.6M	-6%	2.5k	656.02	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.5	$1.6M	-4%	16k	99.61	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$1.6M		15k	106.31	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.5	$1.6M	+7%	24k	66.60	View chart
Mastercard Incorporated Cl A (MA)	0.5	$1.6M	-2%	3.0k	513.66	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$1.5M	-36%	30k	50.50	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$1.5M	+70%	30k	48.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.4M	+140%	18k	79.03	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$1.4M	-2%	9.1k	152.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.3M		3.7k	357.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.3M		5.3k	242.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$1.3M	-2%	8.8k	144.48	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.2M	-2%	6.4k	189.73	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$1.2M	+2%	6.8k	173.53	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.2M	-4%	4.1k	285.61	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.2M	-10%	3.0k	393.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.2M	+82%	12k	98.20	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M	-7%	1.2k	935.66	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.4	$1.1M		18k	64.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.1M		3.1k	365.69	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.4	$1.1M		7.3k	153.35	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.3	$1.1M		3.9k	283.80	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.1M	+3%	24k	45.34	View chart
Wal-Mart Stores (WMT)	0.3	$1.1M		9.6k	113.26	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$1.1M	-16%	22k	49.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.1M	-21%	10k	109.07	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.3	$1.1M	-9%	28k	38.86	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$1.1M	-7%	15k	72.66	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$1.1M	-9%	6.6k	158.65	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$1.0M	+156%	5.7k	183.96	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.0M	-14%	11k	93.92	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.3	$1.0M		34k	30.37	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.3	$1.0M	-4%	5.2k	193.77	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$998k	-6%	2.5k	396.62	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$981k		2.9k	334.69	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$974k		1.0k	965.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$969k	+3%	6.6k	146.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$968k	NEW	17k	56.48	View chart
L3harris Technologies (LHX)	0.3	$934k		3.2k	290.59	View chart
Caterpillar (CAT)	0.3	$909k	+2%	854.00	1064.30	View chart
Vanguard World Industrial Etf (VIS)	0.3	$908k		2.5k	360.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$899k		5.5k	164.62	View chart
Ares Capital Corporation (ARCC)	0.3	$871k	-42%	47k	18.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$870k	+22%	8.5k	102.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$849k	+22%	3.9k	217.94	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.3	$820k	-4%	1.3k	623.84	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$819k	-2%	7.2k	113.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$807k	-2%	2.7k	303.09	View chart
Exxon Mobil Corporation (XOM)	0.3	$803k	-2%	5.9k	136.72	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.3	$794k		7.2k	110.86	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$755k	+434%	8.6k	87.91	View chart
Home Depot (HD)	0.2	$721k		2.0k	352.69	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.2	$707k	-7%	6.9k	102.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$686k	-2%	2.1k	327.33	View chart
Fidelity Covington Trust Enha High Yi Etf (FDHY)	0.2	$659k	-2%	13k	49.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$649k	-9%	7.2k	89.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$631k	-3%	2.6k	242.99	View chart
Johnson & Johnson (JNJ)	0.2	$626k		2.5k	253.98	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$616k		3.7k	166.65	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$611k	-3%	6.3k	96.46	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$588k	NEW	8.7k	67.56	View chart
Vanguard World Utilities Etf (VPU)	0.2	$580k	+16%	3.0k	195.74	View chart
Oracle Corporation (ORCL)	0.2	$566k	-2%	3.9k	146.57	View chart
Meta Platforms Cl A (META)	0.2	$558k		991.00	563.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$558k		2.5k	221.18	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$547k		4.0k	137.54	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$535k	NEW	12k	45.75	View chart
Advanced Micro Devices (AMD)	0.2	$495k	NEW	852.00	580.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$471k		3.7k	126.58	View chart
Vanguard World Financials Etf (VFH)	0.1	$470k	-55%	3.6k	131.61	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$452k	-8%	3.4k	134.57	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$447k	-7%	8.5k	52.54	View chart
First Tr Exchange-traded Emer Ma Huma Etf (FTHF)	0.1	$435k	NEW	8.7k	49.78	View chart
Palo Alto Networks (PANW)	0.1	$431k		1.3k	341.02	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$427k		6.3k	68.33	View chart
Aberdeen Multi-market Income Sh Ben Int (MMT)	0.1	$422k	NEW	96k	4.40	View chart
Apollo Global Mgmt (APO)	0.1	$414k		3.5k	118.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$411k		11k	39.27	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$400k	+24%	3.4k	118.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$399k		9.3k	42.84	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$393k	-9%	3.1k	127.51	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$379k	-8%	3.8k	99.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$371k		2.8k	132.24	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$367k	-20%	7.2k	50.66	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$360k		13k	27.68	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$358k	NEW	14k	25.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$352k	-10%	6.0k	58.98	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$349k	-3%	7.2k	48.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$340k		680.00	500.39	View chart
International Business Machines (IBM)	0.1	$334k		1.2k	281.21	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$296k	+4%	3.2k	93.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$292k	-22%	9.7k	29.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$291k	+6%	5.5k	52.41	View chart
Netflix (NFLX)	0.1	$285k	-8%	4.0k	71.40	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$276k		28k	9.81	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$275k		4.7k	58.92	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.1	$273k	-5%	12k	22.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$273k	-8%	737.00	369.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$267k	NEW	350.00	763.14	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$265k	-18%	2.7k	98.38	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$257k	-23%	6.4k	40.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$253k		2.7k	92.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$247k	-5%	4.9k	50.60	View chart
Vaneck Fds Emer Mark Bd Etf (EMBX)	0.1	$241k	NEW	4.7k	51.31	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$237k	NEW	1.7k	136.65	View chart
Chevron Corporation (CVX)	0.1	$236k		1.4k	165.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$234k	-19%	3.2k	73.41	View chart
Morgan Stanley Com New (MS)	0.1	$234k	NEW	1.1k	209.04	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$232k	NEW	2.2k	106.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$231k		5.4k	42.73	View chart
New York Life Investments Et Hedge Multi Stra (QAI)	0.1	$227k	NEW	6.2k	36.60	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.1	$225k	-4%	3.6k	62.62	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$224k	-40%	1.2k	179.58	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$222k		3.7k	60.79	View chart
McDonald's Corporation (MCD)	0.1	$222k		819.00	270.47	View chart
Southern Company (SO)	0.1	$220k		2.3k	95.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Enha Etf (BUFX)	0.1	$219k		9.9k	22.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$219k		3.9k	56.20	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$218k		3.7k	59.72	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$215k	NEW	10k	21.06	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$212k	-8%	3.4k	62.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$211k	NEW	2.5k	83.75	View chart
Spdr Series Trust St Str Sp Retail (XRT)	0.1	$206k	NEW	2.4k	87.74	View chart
First Tr Exchange-traded Bloomberg Emmkt (EMDM)	0.1	$201k	NEW	4.7k	43.20	View chart

Past Filings by Stonebridge Financial Planning Group

SEC 13F filings are viewable for Stonebridge Financial Planning Group going back to 2019

Stonebridge Financial Planning Group 2026 Q2 filed July 31, 2026
Stonebridge Financial Planning Group 2026 Q1 filed May 8, 2026
Stonebridge Financial Planning Group 2025 Q4 filed Feb. 5, 2026
Stonebridge Financial Planning Group 2025 Q3 filed Nov. 18, 2025
Stonebridge Financial Planning Group 2025 Q2 filed Aug. 6, 2025
Stonebridge Financial Planning Group 2025 Q1 filed May 8, 2025
Stonebridge Financial Planning Group 2024 Q4 filed Feb. 18, 2025
Stonebridge Financial Planning Group 2024 Q3 filed Nov. 8, 2024
Stonebridge Financial Planning Group 2024 Q1 filed May 13, 2024
Stonebridge Financial Planning Group 2023 Q4 filed Feb. 5, 2024
Stonebridge Financial Planning Group 2023 Q3 filed Nov. 8, 2023
Stonebridge Financial Planning Group 2023 Q2 filed Aug. 11, 2023
Stonebridge Financial Planning Group 2023 Q1 filed May 4, 2023
Stonebridge Financial Planning Group 2022 Q4 filed Jan. 19, 2023
Stonebridge Financial Planning Group 2022 Q3 filed Nov. 1, 2022
Stonebridge Financial Planning Group 2022 Q2 filed Aug. 1, 2022

View all past filings

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