Stonebridge Financial Planning Group, LLC
•CIK: 1802494•Filing: Q4 2025
**Stonebridge Financial Planning Group, LLC** manages $277M across a diversified portfolio of 168 positions. The fund exhibits notable allocations to the technology and dividend growth sectors, highlighted by top holdings such as IWY ($17.2M) and IYW ($11.7M). Significant exposure is maintained in core indices and growth names, including SPHQ ($9.3M), DGRO ($8.5M), and AMZN ($5.5M). This positioning suggests a focus on established, income-generating, and secular growth themes.
Total AUM
$277.0M
QoQ Performance
+4.0%
Positions
63
Top 10 Concentration
28.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IWY
IWY6.2%
IYW4.2%
SPHQ3.3%
DGRO3.1%
IVV2.2%
FGD2.1%
AMZN2.0%
SPHY2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
Technology5.9%
Consumer3.2%
ETF3.2%
Financial2.1%
Healthcare0.8%
Industrial0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑69 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023