Stonebridge Wealth Management, LLC - Portfolio Stock Holdings
Stonebridge Wealth Management, LLC disclosed 38 stock positions in a recent SEC 13F filing. $112,391,682 of stock holdings were filed, with the largest holdings including USFR, DDLS, and DHS. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 9, 2026.We estimate the fund has a total AUM of $134,576,609 and has 1 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:
38Est. Stock Holding Value:
$112,391,682Top Stock Holdings By Sector
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Portfolio Stock Holdings - Stonebridge Wealth Management, LLC
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% of Portfolio
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