Stonebridge Financial Planning Group, LLC

Est. AUM

$272.3M

13F long equity, this entity only

Positions

171

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS TP200 GR ETF	$14.9M	59896	5.47%	SOLE
2	ISHARES TR	U.S. TECH ETF	$10.0M	54905	3.66%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$9.2M	122057	3.37%	SOLE
4	ISHARES TR	CORE DIV GRWTH	$8.7M	124487	3.21%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$7.1M	221062	2.59%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	250194	2.14%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	88606	2.08%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$5.5M	8470	2.03%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.2M	63430	1.93%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.9M	146163	1.81%	SOLE
11	NVIDIA CORPORATION	COM	$4.9M	28071	1.80%	SOLE
12	AMAZON COM INC	COM	$4.9M	23328	1.78%	SOLE
13	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.8M	69981	1.75%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$4.7M	182728	1.71%	SOLE
15	ISHARES TR	CORE S&P US GWT	$4.4M	28459	1.62%	SOLE
16	VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.9M	39985	1.42%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$3.8M	8877	1.39%	SOLE
18	ETF SER SOLUTIONS	DISTILLATE US	$3.8M	65123	1.38%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$3.6M	8325	1.34%	SOLE
20	PIMCO ETF TR	ENHAN SHRT MA AC	$3.4M	33344	1.23%	SOLE
21	VANGUARD MALVERN FDS	CORE BD ETF	$3.1M	40125	1.14%	SOLE
22	APPLE INC	COM	$2.9M	11253	1.05%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$2.8M	113933	1.04%	SOLE
24	GLOBAL X FDS	ARTIFICIAL ETF	$2.7M	58775	1.01%	SOLE
25	VANGUARD WORLD FD	CONSUM STP ETF	$2.7M	12217	1.01%	SOLE
26	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	88983	1.00%	SOLE
27	VANECK ETF TRUST	URANIUM AND NUCL	$2.6M	19805	0.97%	SOLE
28	VANGUARD WORLD FD	INF TECH ETF	$2.6M	3738	0.96%	SOLE
29	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4288	0.94%	SOLE
30	ISHARES TR	ISHARES SEMICDTR	$2.4M	7223	0.87%	SOLE
31	VISA INC	COM CL A	$2.3M	7763	0.86%	SOLE
32	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.3M	15981	0.85%	SOLE
33	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$2.3M	58662	0.85%	SOLE
34	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	15567	0.85%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.3M	47063	0.84%	SOLE
36	VANGUARD INDEX FDS	MID CAP ETF	$2.2M	7624	0.80%	SOLE
37	FIRST TR EXCH TRADED FD III	FT VEST SMID	$2.1M	96819	0.77%	SOLE
38	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.0M	26366	0.75%	SOLE
39	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.0M	39910	0.74%	SOLE
40	ISHARES TR	US TECH BRKTHR	$2.0M	36204	0.74%	SOLE
41	MICROSOFT CORP	COM	$1.9M	5268	0.72%	SOLE
42	ISHARES TR	US CONSUM DISCRE	$1.9M	19859	0.71%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET CON	$1.9M	17469	0.70%	SOLE
44	ALPHABET INC	CAP STK CL C	$1.9M	6563	0.69%	SOLE
45	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.9M	9194	0.69%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.8M	17765	0.67%	SOLE
47	ISHARES TR	U.S. INSRNCE ETF	$1.8M	14138	0.67%	SOLE
48	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$1.8M	26583	0.66%	SOLE
49	ISHARES TR	S&P 500 VAL ETF	$1.7M	8124	0.63%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	31267	0.62%	SOLE

1–50 of 171

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.