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 Planning Group, LLC (CIK 1802494) reported $272.3M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($14.9M, 5.47%), IYW ($10.0M, 3.66%), SPHQ ($9.2M, 3.37%), DGRO ($8.7M, 3.21%), FGD ($7.1M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $14.9M | 5.47% | 59,896 | Trimmed |
| 2 | IYW | ISHARES TR | $10.0M | 3.66% | 54,905 | Trimmed |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.2M | 3.37% | 122,057 | Trimmed |
| 4 | DGRO | ISHARES TR | $8.7M | 3.21% | 124,487 | Added |
| 5 | FGD | FIRST TR EXCHANGE-TRADED FD | $7.1M | 2.59% | 221,062 | Added |
| 6 | SPHY | SPDR SERIES TRUST | $5.8M | 2.14% | 250,194 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 2.09% | 88,606 | Added |
| 8 | IVV | ISHARES TR | $5.5M | 2.03% | 8,470 | Trimmed |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $5.2M | 1.93% | 63,430 | Added |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.81% | 146,163 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.9M | 1.80% | 28,071 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $4.9M | 1.78% | 23,328 | Trimmed |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.8M | 1.75% | 69,981 | Added |
| 14 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.71% | 182,728 | Added |
| 15 | IUSG | ISHARES TR | $4.4M | 1.62% | 28,459 | Trimmed |
| 16 | MOAT | VANECK ETF TRUST | $3.9M | 1.42% | 39,985 | Trimmed |
| 17 | IWF | ISHARES TR | $3.8M | 1.39% | 8,877 | Trimmed |
| 18 | DSTL | ETF SER SOLUTIONS | $3.8M | 1.38% | 65,123 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $3.6M | 1.34% | 8,325 | Added |
| 20 | MINT | PIMCO ETF TR | $3.4M | 1.23% | 33,344 | Added |
| 21 | VCRB | VANGUARD MALVERN FDS | $3.1M | 1.14% | 40,125 | Added |
| 22 | AAPL | APPLE INC | $2.9M | 1.05% | 11,253 | Trimmed |
| 23 | UCON | FIRST TR EXCHNG TRADED FD VI | $2.8M | 1.04% | 113,933 | Added |
| 24 | VDC | VANGUARD WORLD FD | $2.7M | 1.01% | 12,217 | Trimmed |
| 25 | AIQ | GLOBAL X FDS | $2.7M | 1.01% | 58,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31