Portfolio (Quarterly) Guide ↗

Stonebridge Wealth Management, LLC

· CIK 0002082460

13F Portfolio $112M AUM 37 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 9 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	UNITED HOMES GROUP INC	—	1,387,899	$253K	0.24%	SOLD

Sector Allocation

Healthcare 67.4%

Technology 22.4%

Financial Services 6.0%

Consumer Defensive 2.1%

Consumer Cyclical 2.1%