Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group, LLC reported 183 positions worth $313.9M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IWY (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWY | SH | $17.6M | 5.61% | 60,541 | — | — | |
| ▸ 2 | IYW | SH | $13.7M | 4.37% | 54,362 | — | — | |
| ▸ 3 | SPHQ | SH | $10.8M | 3.44% | 119,757 | — | — | |
| ▸ 4 | DGRO | SH | $9.6M | 3.05% | 126,480 | — | — | |
| ▸ 5 | FGD | SH | $7.9M | 2.50% | 245,523 | — | — | |
| ▸ 6 | VEA | SH | $6.5M | 2.08% | 91,505 | — | — | |
| ▸ 7 | IVV | SH | $6.2M | 1.97% | 8,275 | — | — | |
| ▸ 8 | RDVY | SH | $6.1M | 1.94% | 74,931 | — | — | |
| ▸ 9 | SPHY | SH | $5.9M | 1.89% | 252,723 | — | — | |
| ▸ 10 | BUFR | SH | $5.9M | 1.87% | 160,755 | — | — |
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Frequently Asked Questions
What stocks does Stonebridge Financial Planning Group, LLC hold as of Q2 2026?
Stonebridge Financial Planning Group, LLC reported 183 positions worth $313.9M in its Q2 2026 13F filing. Largest positions: IWY (5.6%), IYW (4.4%), SPHQ (3.4%), DGRO (3.1%) and FGD (2.5%).
What did Stonebridge Financial Planning Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stonebridge Financial Planning Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.