Stonebridge Financial Planning Group, LLC - Portfolio overview

Stonebridge Financial Planning Group, LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-05-08.

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. IWY - ISHARES TR, 5.32%
2. IYW - ISHARES TR, 3.56%
3. SPHQ - INVESCO EXCHANGE TRADED FD T, 3.28%

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

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