DOSSIER · 13F-HR · Q1 2026
Stonebridge Wealth Management, LLC
Stonebridge Wealth's pension fund based in Stamford, CT — $104M in tracked AUM across 36 positions as of Q1 2026.
SW
Stonebridge Wealth·Stamford, CT·Pension Fund
CIK 0002082460 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Stonebridge Wealth Management, LLC SEC 13F Filing
Report Period: Q4 2025 (Ended December 31, 2025) Total Portfolio Value: $105.85 Million
1. Portfolio Overview
Stonebridge Wealth Management, LLC manages a concentrated portfolio of approximately $105.85 million spread across 38 holdings. The portfolio remained relatively stable in value during the quarter, experiencing a slight decline of 0.5% (from $106.42 million). The firm demonstrates a prefer...
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.
Filing history
Filing history loading…