Stonebridge Financial Group, LLC - Portfolio overview

Stonebridge Financial Group, LLC has 282 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DGRO - ISHARES TR, 4.57%
2. SMMU - PIMCO ETF TR, 4.19%
3. CGCP - CAPITAL GRP FIXED INCM ETF T, 3.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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