Stonebridge Financial Planning Group, LLC Portfolio Holdings

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

Stonebridge Financial Planning Group, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $17.1M, Ishares Dj Us Tech ETF with a value of $11.9M, Invesco Exchange Traded Fd Tr with a value of $8.95M, Ishares Core Dividend Growth E with a value of $7.92M, and Ishares Core S&P 500 ETF with a value of $6.17M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $229M to 254M.

Below you can find more details about Stonebridge Financial Planning Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $211 Million
Technology: $13.4 Million
Financial Services: $8.92 Million
Consumer Cyclical: $6.36 Million
Communication Services: $3.82 Million
Healthcare: $3.24 Million
Industrials: $2.9 Million
Consumer Defensive: $2.48 Million
Other: $1.41 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $254 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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