13F Insight
DOSSIER · 13F-HR · Q2 2026

Stonebridge Financial Planning Group, LLC

$314M in tracked AUM across 183 positions as of Q2 2026.

SF
CIK 0001802494 · last filed Jun 30, 2026
Total AUM
$314M
as of Q2 2026
Holdings
183
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Stonebridge Financial Planning Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWY
ISHARES TR
$18M61K5.6%02
IYW
ISHARES TR
$14M54K4.4%03
SPHQ
INVESCO EXCHANGE TRADED FD T
$11M120K3.4%04
DGRO
ISHARES TR
$10M126K3.1%05
FGD
FIRST TR EXCHANGE-TRADED FD
$8M246K2.5%06
VEA
VANGUARD TAX-MANAGED FDS
$7M92K2.1%07
IVV
ISHARES TR
$6M8K2.0%08
RDVY
FIRST TR EXCHANGE TRADED FD
$6M75K1.9%09
SPHY
SPDR SERIES TRUST
$6M253K1.9%10
BUFR
FIRST TR EXCHNG TRADED FD VI
$6M161K1.9%

Filing history

2026Q2Jun 30
$314M▲ 15.3%
183 positionsView →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 positionsLocked
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