What does Stonebridge Financial Planning Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$15M60K5.5%

ISHARES TR

$10M55K3.7%

INVESCO EXCHANGE TRADED FD T

$9M122K3.4%

ISHARES TR

$9M124K3.2%

FIRST TR EXCHANGE-TRADED FD

$7M221K2.6%

SPDR SERIES TRUST

$6M250K2.1%

VANGUARD TAX-MANAGED FDS

$6M89K2.1%

ISHARES TR

$6M8K2.0%

VANGUARD SCOTTSDALE FDS

$5M63K1.9%

FIRST TR EXCHNG TRADED FD VI

$5M146K1.8%

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