Stonebridge Financial Planning Group, LLC

Institutional manager (13F) · CIK 1802494

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $187M

#	Issuer	Value	Shares
1	ISHARES TR	$15M	59,896
2	ISHARES TR	$10M	54,905
3	INVESCO EXCHANGE TRADED FD T	$9M	122,057
4	ISHARES TR	$9M	124,487
5	FIRST TR EXCHANGE-TRADED FD	$7M	221,062
6	SPDR SERIES TRUST	$6M	250,194
7	VANGUARD TAX-MANAGED FDS	$6M	88,606
8	ISHARES TR	$6M	8,470
9	VANGUARD SCOTTSDALE FDS	$5M	63,430
10	FIRST TR EXCHNG TRADED FD VI	$5M	146,163
11	NVIDIA CORPORATION	$5M	28,071
12	AMAZON COM INC	$5M	23,328
13	FIRST TR EXCHANGE TRADED FD	$5M	69,981
14	FIRST TR EXCHANGE-TRADED FD	$5M	182,728
15	ISHARES TR	$4M	28,459
16	VANECK ETF TRUST	$4M	39,985
17	ISHARES TR	$4M	8,877
18	ETF SER SOLUTIONS	$4M	65,123
19	VANGUARD INDEX FDS	$4M	8,325
20	PIMCO ETF TR	$3M	33,344
21	VANGUARD MALVERN FDS	$3M	40,125
22	APPLE INC	$3M	11,253
23	FIRST TR EXCHNG TRADED FD VI	$3M	113,933
24	VANGUARD WORLD FD	$3M	12,217
25	GLOBAL X FDS	$3M	58,775
26	SCHWAB STRATEGIC TR	$3M	88,983
27	VANECK ETF TRUST	$3M	19,805
28	VANGUARD WORLD FD	$3M	3,738
29	VANGUARD INDEX FDS	$3M	4,288
30	ISHARES TR	$2M	7,223
31	VISA INC	$2M	7,763
32	VANGUARD WORLD FD	$2M	15,981
33	FIRST TR EXCHANGE TRADED FD	$2M	58,662
34	VANGUARD WHITEHALL FDS	$2M	15,567
35	FIRST TR EXCHANGE-TRADED FD	$2M	47,063
36	VANGUARD INDEX FDS	$2M	7,624
37	FIRST TR EXCH TRADED FD III	$2M	96,819
38	VANGUARD MALVERN FDS	$2M	26,366
39	JANUS DETROIT STR TR	$2M	39,910
40	ISHARES TR	$2M	36,204
41	MICROSOFT CORP	$2M	5,268
42	ISHARES TR	$2M	19,859
43	SELECT SECTOR SPDR TR	$2M	17,469
44	ALPHABET INC	$2M	6,563
45	VANGUARD ADMIRAL FDS INC	$2M	9,194
46	FIRST TR EXCHANGE-TRADED FD	$2M	17,765
47	ISHARES TR	$2M	14,138
48	FIDELITY COVINGTON TRUST	$2M	26,583
49	ISHARES TR	$2M	8,124
50	VANGUARD INTL EQUITY INDEX F	$2M	31,267

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.