Stonebridge Financial Planning Group, LLC - Portfolio Stock Holdings

Stonebridge Financial Planning Group, LLC disclosed 190 stock positions in a recent SEC 13F filing. $312,911,397 of stock holdings were filed, with the largest holdings including IWY, IYW, and SPHQ. This filing represented positions held on June 30, 2026, and was filed on July 31, 2026.

We estimate the fund has a total AUM of $329,710,292 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.