account_balance
Investment manager · 13F filer · SEC CIK 2109198
Stonebridge Financial Group, LLC
Reported value$176Mas of Sep 30, 2026
Positions177 21 new, 15 sold out
Top 10 weight38.7%PVAL alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PVALPutnam ETF Trust
11.7%Added +81%
IOOiShares Tr
4.9%Added +4%
NVDANVIDIA Corp
4.0%
AAPLApple Inc.
3.7%Trimmed −2%
JAAAJanus Detroit STR Tr
3.0%Added +266%
XAGGMorgan Stanley ETF Trust
2.9%Added +133%
MSFTMicrosoft Corp
2.3%
VTVVanguard Index FDS
2.2%
SYFIAb Active Etfs Inc
2.0%Trimmed −3%
PAAAPgim ETF Tr
1.9%New
MUMicron Technology Inc
1.8%
MOATVaneck ETF Trust
1.7%
PVALPutnam ETF Trust
11.7%Added +81%
IOOiShares Tr
4.9%
NVDANVIDIA Corp
4.0%
AAPLApple Inc.
3.7%
JAAAJanus Detroit STR Tr
3.0%+266%
XAGGMorgan Stanley ETF Trust
2.9%+133%
MSFTMicrosoft Corp
2.3%
VTVVanguard Index FDS
2.2%
SYFI2.0%
PAAA1.9%
MU1.8%MOAT1.7%
Boxes 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
PVAL Putnam ETF Trust 11.7% Added +81%
IOO iShares Tr 4.9% Added +4%
NVDA NVIDIA Corp 4.0% HeldAAPL Apple Inc. 3.7% Trimmed −2%JAAA Janus Detroit STR Tr 3.0% Added +266%
XAGG Morgan Stanley ETF Trust 2.9% Added +133%
MSFT Microsoft Corp 2.3% HeldVTV Vanguard Index FDS 2.2% Held
SYFI Ab Active Etfs Inc 2.0% Trimmed −3%
PAAA Pgim ETF Tr 1.9% New
MU Micron Technology Inc 1.8% HeldMOAT Vaneck ETF Trust 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.