Portfolio (Quarterly) Guide ↗

Stonebridge Wealth Management, LLC

· CIK 0002082460

13F Portfolio $104M AUM 36 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UHG	UNITED HOMES GROUP INC	Consumer Cyclical	579,149	$903K	0.85%	SOLD
2	V	VISA INC	Financial Services	595	$209K	0.20%	SOLD

Sector Allocation

Healthcare 67.7%

Technology 20.7%

Financial Services 4.4%

Communication Services 2.7%

Consumer Defensive 2.3%

Consumer Cyclical 2.2%