CIK 2082460
Stonebridge Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
38
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–38 of 38
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 449K | $1M+ | SH |
| DDLS | WISDOMTREE TR | 229K | $1M+ | SH |
| DHS | WISDOMTREE TR | 92K | $1M+ | SH |
| DTH | WISDOMTREE TR | 148K | $1M+ | SH |
| DGS | WISDOMTREE TR | 118K | $1M+ | SH |
| DEW | WISDOMTREE TR | 88K | $1M+ | SH |
| DES | WISDOMTREE TR | 147K | $1M+ | SH |
| DEM | WISDOMTREE TR | 99K | $1M+ | SH |
| DGRS | WISDOMTREE TR | 75K | $1M+ | SH |
| SMTI | SANARA MEDTECH INC | 135K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 50K | $1M+ | SH |
| INTF | ISHARES TR | 60K | $1M+ | SH |
| GARP | ISHARES TR | 30K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 31K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 16K | $1M+ | SH |
| EMGF | ISHARES INC | 23K | $1M+ | SH |
| JSMD | JANUS DETROIT STR TR | 15K | $1M+ | SH |
| SNWV | SANUWAVE HEALTH INC | 38K | $1M+ | SH |
| UHGWW | UNITED HOMES GROUP INC | 3.4M | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| UHG | UNITED HOMES GROUP INC | 579K | $500K+ | SH |
| DLS | WISDOMTREE TR | 11K | $500K+ | SH |
| DVYE | ISHARES INC | 27K | $500K+ | SH |
| ISCF | ISHARES TR | 19K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 846 | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 700 | $100K–$500K | SH |
| V | VISA INC | 595 | $100K–$500K | SH |
| WT | WISDOMTREE INC | 16K | $100K–$500K | SH |
| MRNOW | MURANO GLOBAL INVTS PLC | 123K | $1K–$15K | SH |