Stonebridge Financial Planning Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Stonebridge Financial Planning Group, LLC 13F Holdings
CIK 0001802494 · ORLANDO, FL
As of Sep 30, 2025, Stonebridge Financial Planning Group, LLC reported
171 positions worth $266.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 62,519 |
|
7.1M6.42% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 60,591 |
1.9M | 4.46% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 122,178 | $9.0M | 3.36% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 116,277 | $7.9M | 2.97% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,216 | $6.2M | 2.32% |
| AMAZON.COM INC | AMZN | Equity | 23,803 | $5.2M | 1.96% |
| NVIDIA CORP | NVDA | Technology | 27,892 | $5.2M | 1.95% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 30,390 | $5.0M | 1.88% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 202,077 | $4.8M | 1.82% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 54,438 | $4.6M | 1.72% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,195 | $4.3M | 1.62% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 71,192 | $4.3M | 1.60% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 43,030 | $4.3M | 1.60% |
| FIRST TR EXCHANGE TRADED FD | FGD | — | 140,770 | $4.0M | 1.52% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 119,250 | $4.0M | 1.50% |
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | DSTL | — | 68,185 | $4.0M | 1.48% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 7,668 | $3.7M | 1.38% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 51,231 | $3.4M | 1.29% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 30,492 | $3.1M | 1.15% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 4,077 | $3.0M | 1.14% |
| APPLE INC | AAPL | Technology | 11,515 | $2.9M | 1.10% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 13,454 | $2.9M | 1.08% |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | — | 57,626 | $2.8M | 1.07% |
| MICROSOFT CORP | MSFT | Technology | 5,479 | $2.8M | 1.07% |
| PUTNAM BDC INCOME ETF | PBDC | — | 88,299 | $2.8M | 1.05% |