Stonebridge Wealth Management, LLC: 13F holdings
CIK 20824602026Q2
| Positions | 37 |
|---|
| Reported value | $111.7m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 37 (+1 vs prior quarter) |
|---|
| Reported value | $111.7m (+7.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USFR WISDOMTREE TR | 482,720 | $24.3m | 21.8% |
| EWU WISDOMTREE TR | 227,568 | $10.0m | 9.0% |
| DHS WISDOMTREE TR | 85,714 | $9.7m | 8.7% |
| DTH WISDOMTREE TR | 147,966 | $8.0m | 7.2% |
| DGS WISDOMTREE TR | 117,940 | $7.6m | 6.8% |
| DEW WISDOMTREE TR | 92,101 | $6.3m | 5.7% |
| DES WISDOMTREE TR | 146,670 | $6.0m | 5.3% |
| DEM WISDOMTREE TR | 96,088 | $5.2m | 4.6% |
| DGRS WISDOMTREE TR | 61,142 | $3.6m | 3.2% |
| ABBV ABBVIE INC | 13,217 | $3.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2082460")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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