13F Insight
DOSSIER · 13F-HR · Q1 2026

Stonebridge Financial Planning Group, LLC

$272M in tracked AUM across 171 positions as of Q1 2026.

SF
CIK 0001802494 · last filed Mar 31, 2026
Total AUM
$272M
as of Q1 2026
Holdings
171
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Stonebridge Financial Planning Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWY
ISHARES TR
$15M60K5.5%02
IYW
ISHARES TR
$10M55K3.7%03
SPHQ
INVESCO EXCHANGE TRADED FD T
$9M122K3.4%04
DGRO
ISHARES TR
$9M124K3.2%05
FGD
FIRST TR EXCHANGE-TRADED FD
$7M221K2.6%06
SPHY
SPDR SERIES TRUST
$6M250K2.1%07
VEA
VANGUARD TAX-MANAGED FDS
$6M89K2.1%08
IVV
ISHARES TR
$6M8K2.0%09
VCIT
VANGUARD SCOTTSDALE FDS
$5M63K1.9%10
BUFR
FIRST TR EXCHNG TRADED FD VI
$5M146K1.8%

Filing history

2026Q1Mar 31
$272M▼ 1.7%
171 positionsView →2025Q4Dec 31
$277M▲ 4.0%
168 positionsView →2025Q3Sep 30
$266M▲ 11.2%
171 positionsView →2025Q2Jun 30
$240M▲ 9.3%
165 positionsLocked2025Q1Mar 31
$219M▼ 2.2%
161 positionsLocked2024Q4Dec 31
$224M▲ 6.7%
159 positionsLocked2024Q3Sep 30
$210M▲ 5.5%
158 positionsLocked2024Q2Jun 30
$199M▲ 5.2%
153 positionsLocked2024Q1Mar 31
$189M▲ 8.8%
151 positionsLocked2023Q4Dec 31
$174M▲ 11.4%
148 positionsLocked2023Q3Sep 30
$156M▼ 5.0%
137 positionsLocked2023Q2Jun 30
$164M▲ 5.9%
132 positionsLocked
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