account_balance

Investment manager · 13F filer · SEC CIK 2142299

Stonebridge Financial Group, LLC

Reported value$815Mas of Sep 30, 2026
Positions282 17 new, 45 sold out
Top 10 weight40.7%QQQM alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
QQQM Invesco Nasdaq 100 ETF 6.6% Added +97%
AAPL Apple Inc. 5.8% Added +39%BRK-B Berkshire Hathaway Inc 4.5% Added +17%
VEA Vanguard Ftse Developed Markets ETF 4.0% Added +222%
ACYS Ft Vest Laddered Autocallable Barrier & Resilient Income ETF 4.0% Added +363%
ACYN Ft Vest Laddered Autocallable Barrier & Income ETF 3.8% Added +335%
QQQ Invesco QQQ Trust Series I 3.4% Trimmed −45%
NVDA NVIDIA Corp 2.9% Trimmed −10%AMZN Amazon.com Inc 2.9% Added +6%GOOGL Alphabet Inc. 2.8% Added +15%
SOXX iShares Semiconductor ETF 2.3% Added +45%
COST Costco Wholesale Corp 2.3% Added +30%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VYMI $1.56M
  • MPDY $1.14M
  • EQH $795K
  • MPIM $641K
arrow_upwardAdded
arrow_downwardTrimmed
  • FEZ −74%
  • V −73%
  • WPM −50%
  • DXJ −49%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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