CIK 2009367
Stonebridge Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRO | ISHARES TR | 788K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 1.1M | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.0M | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 762K | $1M+ | SH |
| AAPL | APPLE INC | 137K | $1M+ | SH |
| USFR | WISDOMTREE TR | 700K | $1M+ | SH |
| GLD | SPDR GOLD TR | 88K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 724K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 1.2M | $1M+ | SH |
| MUNI | PIMCO ETF TR | 580K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 193K | $1M+ | SH |
| IEUR | ISHARES TR | 375K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 171K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 479K | $1M+ | SH |
| DON | WISDOMTREE TR | 372K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 430K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 353K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 307K | $1M+ | SH |
| IWP | ISHARES TR | 112K | $1M+ | SH |
| IWF | ISHARES TR | 32K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 319K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 31K | $1M+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 71K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 304K | $1M+ | SH |
| GOOGL | ALPHABET INC | 44K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 168K | $1M+ | SH |
| LRGF | ISHARES TR | 195K | $1M+ | SH |
| DGRS | WISDOMTREE TR | 261K | $1M+ | SH |
| JPLD | J P MORGAN EXCHANGE TRADED F | 220K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 33K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 298K | $1M+ | SH |
| PULS | PGIM ETF TR | 194K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 320K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 347K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 165K | $1M+ | SH |
| TFLO | ISHARES TR | 164K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 38K | $1M+ | SH |
| WMT | WALMART INC | 68K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 128K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 68K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 41K | $1M+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 107K | $1M+ | SH |
| CMI | CUMMINS INC | 14K | $1M+ | SH |
| GLW | CORNING INC | 77K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 193K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 51K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 23K | $1M+ | SH |
| AFL | AFLAC INC | 56K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 72K | $1M+ | SH |