Stonebridge Financial Planning Group, LLC - Portfolio Stock Holdings
Stonebridge Financial Planning Group, LLC disclosed 191 stock positions in a recent SEC 13F filing. $314,140,743 of stock holdings were filed, with the largest holdings including IWY, IYW, and SPHQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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.
Report Period:
Sept. 30, 2026No. of Stocks:
191Est. Stock Holding Value:
$314,140,743Top Stock Holdings By Sector
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Portfolio Stock Holdings - Stonebridge Financial Planning Group, LLC
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% of Portfolio
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