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CIK: 0001802494
Total reported value
$313.9M
$313.9M
168 檔
16.8%
During the Q4 2025 filing period, Stonebridge Financial Planning Group, LLC (CIK: 0001802494) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $313.9M across 168 reported positions.
Stonebridge Financial Planning Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 74 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.22% | +0.13% | -0.51% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.22% | +0.71% | -3.42% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.35% | +0.07% | +1.10% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.06% | -0.16% | +5.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | -0.06% | -2.86% | |
| 6 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.09% | -0.09% | +35.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.05% | +0.79% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.00% | -0.25% | +15.59% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | -0.07% | +1.48% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | — | +15.14% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.83% | -0.28% | +11.08% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.81% | +0.07% | -1.89% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.65% | +0.06% | +11.58% | |
| 14 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.60% | -0.24% | -0.84% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.59% | +0.18% | +23.84% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.56% | -0.08% | -0.46% | |
| 17 | DSTL | Distillate US Fundamental St | ETF-Other | 1.43% | -0.36% | -1.24% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.42% | +0.08% | +5.36% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.01% | -0.74% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.12% | -0.11% | +1.18% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.10% | +0.17% | -1.03% | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.08% | +0.22% | +2.19% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.02% | -0.21% | +19.31% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.06% | -1.96% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.14% | +1.88% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.96% | -0.19% | -6.39% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +5.71% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.93% | -0.04% | +5.70% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.16% | -1.19% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.86% | -0.36% | -9.60% | |
| 31 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.85% | -0.29% | +45.23% | |
| 32 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.82% | — | -15.46% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.82% | +0.01% | +0.10% | |
| 34 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.82% | +0.06% | +1.12% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | -0.06% | -1.27% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.80% | +0.56% | +1.80% | |
| 37 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.79% | -0.01% | -8.95% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.78% | -0.02% | -1.37% | |
| 39 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 0.78% | -0.09% | -5.81% | |
| 40 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.78% | -0.17% | -7.13% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.77% | -0.12% | +94.63% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | — | +3.65% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.03% | -0.53% | |
| 44 | FIW | First Trust Water ETF | ETF-Other | 0.71% | -0.07% | +2.98% | |
| 45 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.70% | -0.01% | +4.93% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.06% | -3.61% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.08% | -0.76% | |
| 48 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.65% | -0.17% | -5.73% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.65% | -0.26% | -0.89% | |
| 50 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.64% | +0.05% | +78.81% |
According to official SEC Form 13F filings, Stonebridge Financial Planning Group, LLC reported a total U.S. public equity portfolio value of $313.9M across 168 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, IYW, SPHQ) accounted for 16.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
FMHI
市值: $601.7K
Top Position Liquidated / Trimmed
AMD
前期市值: $526.3K
During Q4 2025, Stonebridge Financial Planning Group, LLC's top holdings by market value included IWY (6.2%)、IYW (4.2%)、SPHQ (3.4%). The largest single position, IWY, represented 6.2% of total portfolio value.
In Q4 2025, Stonebridge Financial Planning Group, LLC made 154 total portfolio adjustments, initiating 4 new buys, adding to 69 positions, trimming 74 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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