Stonebridge Financial Planning Group, LLC - Q12026 Holdings

Stonebridge Financial Planning Group, LLC holds 171 stocks with a total portfolio value of $ 272.32M as of Q12026. In Q12026, Stonebridge Financial Planning Group, LLC added 10 new positions, increased stakes in 61 stocks, reduced 76 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IWY), representing 5.47% of the total portfolio.