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Portfolio (Quarterly) Guide ↗

Stonebridge Wealth Management, LLC

· CIK 0002082460
13F Portfolio $106M AUM 38 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNITED HOMES GROUP INC 3,438,275.0 $1.1M 1.07% NEW $0.33
22 JNJ JOHNSON & JOHNSON Healthcare 4,946.0 $1.0M 0.97% NEW $206.95 +10.0%
23 ABT ABBOTT LABS Healthcare 7,222.0 $905K 0.85% NEW $125.28 -30.5%
24 UHG UNITED HOMES GROUP INC Consumer Cyclical 579,149.0 $903K 0.85% NEW $1.56 -21.8%
25 DLS WISDOMTREE TR 10,502.0 $851K 0.80% NEW $81.01 +6.9%
26 DVYE ISHARES INC 27,227.0 $848K 0.80% NEW $31.16 +9.3%
27 ISCF ISHARES TR 19,298.0 $800K 0.76% NEW $41.48 +6.7%
28 MSFT MICROSOFT CORP Technology 1,048.0 $507K 0.48% NEW $483.71 -12.4%
29 PWV INVESCO EXCHANGE TRADED FD T 7,078.0 $471K 0.45% NEW $66.52 +10.5%
30 SLYG SPDR SERIES TRUST 4,372.0 $412K 0.39% NEW $94.19 +12.3%
31 GOOG ALPHABET INC Communication Services 1,000.0 $314K 0.30% NEW $313.80 +21.5%
32 JPM JPMORGAN CHASE & CO. Financial Services 846.0 $273K 0.26% NEW $322.36 -6.7%
33 MTUM ISHARES TR 1,029.0 $258K 0.24% NEW $250.31 +19.3%
34 KO COCA COLA CO Consumer Defensive 3,193.0 $223K 0.21% NEW $69.91 +16.3%
35 MAR MARRIOTT INTL INC NEW Consumer Cyclical 700.0 $217K 0.20% NEW $310.24 +17.3%
36 V VISA INC Financial Services 595.0 $209K 0.20% NEW $350.71 -6.4%
37 WT WISDOMTREE INC Financial Services 15,640.0 $191K 0.18% NEW $12.19 +57.0%
38 MURANO GLOBAL INVTS PLC 123,100.0 $3K 0.00% NEW $0.03
Page 2 of 2  ·  38 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
Healthcare 62.9%
Technology 19.0%
Consumer Cyclical 8.7%
Financial Services 5.2%
Communication Services 2.4%
Consumer Defensive 1.7%