Stonebridge Wealth Management, LLC - Portfolio overview

Stonebridge Wealth Management, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Healthcare.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 21.53%
2. DDLS - WISDOMTREE TR, 8.94%
3. DHS - WISDOMTREE TR, 8.63%

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

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