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CIK: 0001802494
Total reported value
$313.9M
$313.9M
171 檔
15.9%
At the close of Q1 2026, Stonebridge Financial Planning Group, LLC disclosed equity holdings valued at approximately $313.9M, spread across 171 reported holdings.
Stonebridge Financial Planning Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 7 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.47% | +0.13% | -3.70% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.66% | +0.71% | -6.18% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.37% | +0.07% | -1.19% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.21% | -0.16% | +1.83% | |
| 5 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.59% | -0.09% | +15.61% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.14% | -0.25% | +7.12% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.09% | — | +8.10% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | -0.06% | -5.38% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.93% | -0.28% | +4.90% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.81% | +0.06% | +9.85% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.07% | -0.83% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | +0.05% | -2.76% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.75% | +0.18% | +10.30% | |
| 14 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.71% | -0.01% | +147.84% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.62% | +0.07% | -4.55% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.42% | -0.24% | -6.29% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.39% | -0.08% | -3.02% | |
| 18 | DSTL | Distillate US Fundamental St | ETF-Other | 1.38% | -0.36% | -3.29% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.08% | +3.04% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.23% | -0.11% | +8.08% | |
| 21 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.14% | -0.07% | +901.12% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.01% | -1.55% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.04% | -0.21% | +1.06% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.01% | -0.19% | -2.99% | |
| 25 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.01% | +0.22% | -0.20% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.16% | — | |
| 27 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.97% | -0.29% | +4.50% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.96% | +0.17% | -7.36% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +3.45% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.87% | +0.56% | -1.83% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.06% | -2.94% | |
| 32 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.85% | +0.01% | -0.42% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.85% | -0.02% | +3.44% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.85% | -0.06% | — | |
| 35 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.84% | -0.36% | -3.26% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | — | +6.18% | |
| 37 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.77% | -0.01% | -4.89% | |
| 38 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.75% | +0.05% | +15.78% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | -0.01% | +20.46% | |
| 40 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.74% | +0.06% | -2.59% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.14% | -5.63% | |
| 42 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.71% | -0.17% | -4.63% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.70% | -0.12% | -2.44% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.03% | +0.35% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.06% | -1.59% | |
| 46 | FIW | First Trust Water ETF | ETF-Other | 0.67% | -0.07% | -2.14% | |
| 47 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 0.67% | -0.09% | -10.87% | |
| 48 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.66% | -0.02% | +16.74% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | -0.83% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | — | +1.98% |
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 171 disclosed positions in Q1 2026.
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 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VYMI
市值: $609.5K
Top Position Liquidated / Trimmed
PBDC
前期市值: $2.3M
During Q1 2026, Stonebridge Financial Planning Group, LLC's top holdings by market value included IWY (5.5%)、IYW (3.7%)、SPHQ (3.4%). The largest single position, IWY, represented 5.5% of total portfolio value.
In Q1 2026, Stonebridge Financial Planning Group, LLC made 154 total portfolio adjustments, initiating 10 new buys, adding to 61 positions, trimming 76 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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