StockDriftsStockDriftsTop 50 Stonebridge Financial Planning Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 5.6% | 60.5K | $17.6M | +1.08%(+645) | $105.06(+178.95%) | 2026-06-30 | |
| IYW | ISHARES TR | 4.37% | 54.4K | $13.7M | -0.99%(-543) | $59.41(+321.13%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.44% | 119.8K | $10.8M | -1.88%(-2.30K) | $49.38(+77.89%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.05% | 126.5K | $9.6M | +1.60%(+1.99K) | $53.30(+49.30%) | 2026-06-30 | |
| FGD | FIRST TR EXCHANGE-TRADED FD | 2.5% | 245.5K | $7.9M | +11.07%(+24.46K) | $28.38(+23.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.08% | 91.5K | $6.5M | +3.27%(+2.90K) | $51.21(+44.53%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.97% | 8.3K | $6.2M | -2.30%(-195) | $320.05(+143.38%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.93% | 74.9K | $6.1M | +7.07%(+4.95K) | $61.74(+35.39%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 1.89% | 252.7K | $5.9M | +1.01%(+2.53K) | $23.41(-0.52%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.87% | 160.8K | $5.9M | +9.98%(+14.59K) | $29.34(+27.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.59% | +58.49% | +7.65% | +44.56% |
| Top 20 Holdings Unweighted | +14.79% | +51.25% | +5.75% | +32.24% |
Stonebridge Financial Planning Group, LLC reports $313.91M in US-listed equity holdings across 183 positions in its most recent 13F filing. Its largest disclosed positions are IWY (5.6%), IYW (4.4%) and SPHQ (3.4%). The top 20 holdings account for 43.92% of reported assets. Its disclosed equity book has returned +58.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonebridge Financial Planning Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802494). View Stonebridge Financial Planning Group, LLC’s 13F filings on SEC