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Portfolio (Quarterly) Guide ↗

Stonebridge Financial Planning Group, LLC

· CIK 0001802494
13F Portfolio $314M AUM 183 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 50 Added 84 Reduced 5 Exited
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIW FIRST TR EXCHANGE-TRADED FD 17,067.0 $1.9M 0.59% -698.0 -3.9% $109.52 -1.7%
22 XLY SELECT SECTOR SPDR TR 15,626.0 $1.8M 0.58% -2K -10.6% $117.28 -2.3%
23 IAK ISHARES TR 12,899.0 $1.8M 0.58% -1K -8.8% $140.56 +2.3%
24 MSFT MICROSOFT CORP Technology 4,841.0 $1.8M 0.57% -427.0 -8.1% $373.04 +34.3%
25 LLY ELI LILLY & CO Healthcare 1,494.0 $1.8M 0.57% -95.0 -6.0% $1199.06 -3.3%
26 IYC ISHARES TR 16,856.0 $1.7M 0.54% -3K -15.1% $101.10 -1.2%
27 SPYG SPDR SERIES TRUST 14,097.0 $1.7M 0.53% -873.0 -5.8% $118.99 +0.6%
28 SMH VANECK ETF TRUST 2,512.0 $1.6M 0.53% -188.0 -7.0% $656.02 -16.9%
29 FIDU FIDELITY COVINGTON TRUST 16,142.0 $1.6M 0.51% -849.0 -5.0% $99.61 -8.1%
30 MA MASTERCARD INCORPORATED Financial Services 3,045.0 $1.6M 0.50% -91.0 -2.9% $513.66 +13.1%
31 KNG FIRST TR EXCHANGE-TRADED FD 29,654.0 $1.5M 0.48% -17K -37.0% $50.50 +1.0%
32 SDY SPDR SERIES TRUST 9,073.0 $1.4M 0.44% -250.0 -2.7% $152.18 +2.3%
33 IXN ISHARES TR 8,820.0 $1.3M 0.41% -182.0 -2.0% $144.48 -3.5%
34 RTX RTX CORPORATION Industrials 6,375.0 $1.2M 0.39% -147.0 -2.2% $189.73 +8.1%
35 FTEC FIDELITY COVINGTON TRUST 4,149.0 $1.2M 0.38% -215.0 -4.9% $285.61 -0.7%
36 IWO ISHARES TR 2,951.0 $1.2M 0.37% -330.0 -10.1% $393.96 -5.7%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,232.0 $1.2M 0.37% -100.0 -7.5% $935.66 +0.5%
38 FDRR FIDELITY COVINGTON TRUST 17,533.0 $1.1M 0.36% -161.0 -0.9% $64.88 +6.1%
39 XAR SPDR SERIES TRUST 3,851.0 $1.1M 0.35% -51.0 -1.3% $283.80 -11.2%
40 IHI ISHARES TR 21,993.0 $1.1M 0.35% -4K -16.8% $49.41 +9.9%
Page 2 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 17.8%
Consumer Cyclical 17.2%
Industrials 7.9%
Healthcare 6.2%
Consumer Defensive 5.8%
Communication Services 5.5%
Energy 2.7%
Utilities 1.8%