account_balance
Investment manager · 13F filer · SEC CIK 1802494
Stonebridge Financial Planning Group, LLC
Reported value$318Mas of Sep 30, 2026
Positions184 8 new, 7 sold out
Top 10 weight29.5%IWY alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWYiShares Tr
5.7%
IYWiShares Tr
4.4%
SPHQInvesco Exchange Traded Fd T
3.1%
DGROiShares Tr
3.0%
FGDFirst Tr Exchange-Traded Fd
2.6%Added +3%
VEAVanguard Tax-Managed FDS
2.4%Added +20%
BUFRFirst Tr Exchng Traded Fd Vi
2.2%Added +16%
RDVYFirst Tr Exchange Traded Fd
2.0%Added +10%
IVViShares Tr
2.0%
PYLDPimco ETF Tr
2.0%Added +68%
AMZNAmazon.com Inc
1.9%+2%
NVDANVIDIA Corp
1.9%
IWYiShares Tr
5.7%
IYWiShares Tr
4.4%
SPHQInvesco Exchange Traded Fd T
3.1%
DGROiShares Tr
3.0%
FGDFirst Tr Exchange-Traded Fd
2.6%+3%
VEAVanguard Tax-Managed FDS
2.4%
BUFRFirst Tr Exchng Traded Fd Vi
2.2%
RDVYFirst Tr Exchange Traded Fd
2.0%
IVViShares Tr
2.0%
PYLD2.0%
AMZNNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWY iShares Tr 5.7% Held
IYW iShares Tr 4.4% Held
SPHQ Invesco Exchange Traded Fd T 3.1% Held
DGRO iShares Tr 3.0% Held
FGD First Tr Exchange-Traded Fd 2.6% Added +3%
VEA Vanguard Tax-Managed FDS 2.4% Added +20%
BUFR First Tr Exchng Traded Fd Vi 2.2% Added +16%
RDVY First Tr Exchange Traded Fd 2.0% Added +10%
IVV iShares Tr 2.0% Held
PYLD Pimco ETF Tr 2.0% Added +68%
AMZN Amazon.com Inc 1.9% Added +2%NVDA NVIDIA Corp 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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