Stonebridge Financial Planning Group, LLC: 13F holdings
CIK 18024942026Q2
| Positions | 183 |
|---|
| Reported value | $313.9m |
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| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 183 (+12 vs prior quarter) |
|---|
| Reported value | $313.9m (+15.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWY ISHARES TR | 60,541 | $17.6m | 5.6% |
| IYW ISHARES TR | 54,362 | $13.7m | 4.4% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 119,757 | $10.8m | 3.4% |
| DGRO ISHARES TR | 126,480 | $9.6m | 3.1% |
| FGD FIRST TR EXCHANGE-TRADED FD | 245,523 | $7.9m | 2.5% |
| VEA VANGUARD TAX-MANAGED FDS | 91,505 | $6.5m | 2.1% |
| IVV ISHARES TR | 8,275 | $6.2m | 2.0% |
| RDVY FIRST TR EXCHANGE TRADED FD | 74,931 | $6.1m | 1.9% |
| SPHY SPDR SERIES TRUST | 252,723 | $5.9m | 1.9% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 160,755 | $5.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802494")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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