Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stonebridge Financial Group, LLC (CIK 2009367) reported $1.22B across 262 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($58.2M, 4.79%), SMMU ($53.3M, 4.38%), CGCP ($46.1M, 3.79%), USTB ($44.6M, 3.67%), PYLD ($37.5M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $58.2M | 4.79% | 829,714 | Added |
| 2 | SMMU | PIMCO ETF TR | $53.3M | 4.38% | 1.1M | Trimmed |
| 3 | CGCP | CAPITAL GRP FIXED INCM ETF T | $46.1M | 3.79% | 2.1M | Added |
| 4 | USTB | VICTORY PORTFOLIOS II | $44.6M | 3.67% | 881,331 | Added |
| 5 | PYLD | PIMCO ETF TR | $37.5M | 3.08% | 1.4M | Added |
| 6 | PRFZ | INVESCO EXCHANGE TRADED FD T | $35.0M | 2.88% | 763,275 | Added |
| 7 | AAPL | APPLE INC | $34.3M | 2.82% | 135,025 | Trimmed |
| 8 | MUNI | PIMCO ETF TR | $31.7M | 2.61% | 607,773 | Added |
| 9 | GLD | SPDR GOLD TR | $31.6M | 2.60% | 73,489 | Trimmed |
| 10 | XLU | SELECT SECTOR SPDR TR | $26.7M | 2.19% | 581,263 | New |
| 11 | USFR | WISDOMTREE TR | $26.4M | 2.17% | 524,779 | Trimmed |
| 12 | XLC | SELECT SECTOR SPDR TR | $26.3M | 2.16% | 237,192 | New |
| 13 | XLRE | SELECT SECTOR SPDR TR | $26.1M | 2.15% | 639,514 | New |
| 14 | XLE | SELECT SECTOR SPDR TR | $25.5M | 2.10% | 416,659 | New |
| 15 | SPYG | SPDR SERIES TRUST | $21.4M | 1.76% | 218,373 | Added |
| 16 | DON | WISDOMTREE TR | $20.4M | 1.68% | 388,062 | Added |
| 17 | SGOL | ETFS GOLD TR | $17.4M | 1.43% | 390,730 | Trimmed |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $16.4M | 1.35% | 407,484 | Added |
| 19 | IWP | ISHARES TR | $15.1M | 1.24% | 117,660 | Added |
| 20 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $15.1M | 1.24% | 453,528 | Added |
| 21 | DGRS | WISDOMTREE TR | $14.9M | 1.23% | 281,579 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $15.0M | 1.23% | 299,960 | Trimmed |
| 23 | IAU | ISHARES GOLD TR | $14.6M | 1.20% | 166,157 | Trimmed |
| 24 | PRF | INVESCO EXCHANGE TRADED FD T | $14.5M | 1.19% | 304,852 | Trimmed |
| 25 | SCHO | SCHWAB STRATEGIC TR | $14.0M | 1.15% | 577,947 | Added |
Source: SEC Form 13F filings · as of 2026-03-31