Stonebridge Financial Planning Group, LLC Portfolio Holdings

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025

Stonebridge Financial Planning Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Million distributed in 165 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 $15.2M, Ishares Dj Us Tech ETF with a value of $10.6M, Invesco Exchange Traded Fd Tr with a value of $8.59M, Ishares Core Dividend Growth E with a value of $7.03M, and Ishares Core S&P 500 ETF with a value of $5.87M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $209M to 229M.

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

Portfolio value $229 Million
ETFs: $188 Million
Technology: $11.6 Million
Financial Services: $9.3 Million
Consumer Cyclical: $6.29 Million
Healthcare: $3.84 Million
Communication Services: $3.2 Million
Consumer Defensive: $2.61 Million
Industrials: $2.26 Million
Other: $1.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $229 Million
  • Prior Value $209 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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