§ 13F · FUND PROFILE
Stonebridge Financial Planning Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $239.5T (13F)Positions · 165Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$277.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 62K | $17.2T | 6.2% | NEW |
| 2 | IYW | ISHARES TR | 59K | $11.7T | 4.2% | NEW |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 124K | $9.3T | 3.3% | NEW |
| 4 | DGRO | ISHARES TR | 122K | $8.5T | 3.1% | NEW |
| 5 | IVV | ISHARES TR | 9K | $6.1T | 2.2% | NEW |
| 6 | FGD | FIRST TR EXCHANGE TRADED FD | 191K | $5.8T | 2.1% | NEW |
| 7 | AMZN | AMAZON COM INC | 24K | $5.5T | 2.0% | NEW |
| 8 | SPHY | SPDR SERIES TRUST | 234K | $5.5T | 2.0% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 28K | $5.3T | 1.9% | NEW |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 82K | $5.1T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONEBRIDGE SIGNAL
AC read
Stonebridge Financial Planning Group, LLC is a Other fund managing $239517.2 trillion in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed