Fund HoldingsStonebridge Financial Planning Group, LLC

Total Portfolio Value
$313.91M
Total Bought
$31.89M
Total Sold
$25.63M
Net Transaction
+$6.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR54,90554,362-5439,96113,7124.37%+3,751
ISHARES TR59,89660,541+64514,90517,5945.60%+2,690
PIMCO ETF TR
MULTISECTOR BD
56,538145,012+88,4741,4813,8461.23%+2,364
ISHARES TR7,2236,996-2272,3744,4831.43%+2,109
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
122,057119,757-2,3009,17710,7903.44%+1,613
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
69,98174,931+4,9504,7786,0741.93%+1,296
GLOBAL X FDS
ARTIFICIAL ETF
58,77558,922+1472,7433,8661.23%+1,123
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
017,135+17,13509680.31%+968
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
146,163160,755+14,5924,9365,8721.87%+936
VANGUARD WORLD FD
INF TECH ETF
3,73829,625+25,8872,6083,5411.13%+933
ETF SER SOLUTIONS
DEFIA QUANT ETF
10,15912,154+1,9951,0902,0100.64%+920
AMAZON COM INC(AMZN)23,32824,112+7844,8585,7471.83%+888
ISHARES TR28,45928,156-3034,4145,2961.69%+882
ISHARES TR
CORE DIV GRWTH
124,487126,480+1,9938,7379,5863.05%+849
VANGUARD TAX-MANAGED FDS88,60691,505+2,8995,6786,5202.08%+842
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
7,53818,165+10,6275981,4360.46%+838
VANGUARD INDEX FDS8,32551,806+43,4813,6364,4631.42%+826
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
221,062245,523+24,4617,0597,8542.50%+796
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
182,728181,543-1,1854,6695,3371.70%+669
ISHARES TR8,4708,275-1955,5336,1971.97%+664
VANGUARD WORLD FD
COMM SRVC ETF
2,2155,681+3,4663981,0450.33%+647
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
17,66430,128+12,4648401,4610.47%+621
VANECK ETF TRUST
SEMICONDUCTR ETF
2,7002,512-1881,0351,6480.52%+613
SPDR SERIES TRUST
ST STR P400MID
08,709+8,70905880.19%+588
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,0091,00903959740.31%+578
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
6,9707,324+3541,3561,9090.61%+554
VANGUARD WHITEHALL FDS6,46811,772+5,3046101,1560.37%+546
NVIDIA CORPORATION(NVDA)28,07127,170-9014,8965,4361.73%+541
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
011,691+11,69105350.17%+535
ISHARES TR36,20435,170-1,0342,0092,5230.80%+515
ADVANCED MICRO DEVICES INC(AMD)0852+85204950.16%+495
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
14,84216,038+1,1961,6442,1370.68%+493
VANGUARD MALVERN FDS26,36632,385+6,0192,0462,5120.80%+467
FIRST TR EXCHANGE-TRADED FD
EMER MA HUMA ETF
08,742+8,74204350.14%+435
ABERDEEN MULTI-MARKET INCOME(MMT)095,998+95,99804220.13%+422
APPLE INC(AAPL)11,25311,299+462,8563,2701.04%+414
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
9,59810,294+6961,5701,9740.63%+404
FIRST TR EXCHANGE-TRADED ALP
COM SHS
10,52810,378-1501,6732,0750.66%+402
ISHARES TR9,0028,820-1829001,2740.41%+374
ALPHABET INC(GOOG)6,5636,377-1861,8832,2530.72%+371
SPDR SERIES TRUST
ST STR SP SEMI
1,3801,315-654508200.26%+370
VANGUARD WORLD FD15,98116,422+4412,3172,6840.86%+368
SPDR SERIES TRUST
ST NUVE HIGH ETF
014,051+14,05103570.11%+357
FIRST TR EXCHANGE-TRADED FD2,9342,930-46349810.31%+347
ELI LILLY & CO(LLY)1,5891,494-951,4621,7910.57%+329
ISHARES INC
MSCI EMRG CHN
6,9628,503+1,5415488700.28%+322
VANGUARD INDEX FDS7,62431,134+23,5102,1892,5080.80%+319
ISHARES TR8,87733,033+24,1563,7854,1021.31%+316
CATERPILLAR INC(CAT)836854+185929090.29%+316
VANGUARD INDEX FDS4,2884,184-1042,5622,8730.92%+311
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
7,2747,275+18141,1160.36%+301
FIRST TR EXCHANGE-TRADED FD
FT VEST SMID
96,819103,280+6,4612,1012,3850.76%+284
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
58,66260,154+1,4922,3132,5950.83%+282
FIDELITY COVINGTON TRUST4,3644,149-2159081,1850.38%+277
JANUS DETROIT STR TR
HENDRSON AAA CL
39,91045,231+5,3212,0102,2840.73%+273
CROWDSTRIKE HLDGS INC(CRWD)0350+35002670.09%+267
VANGUARD MALVERN FDS40,12543,555+3,4303,1053,3641.07%+259
VANECK ETF TRUST
CLO ETF
26,97531,682+4,7071,4221,6780.53%+256
ALPHABET INC(GOOG)3,6633,66301,0531,3090.42%+256
VANGUARD INTL EQUITY INDEX F31,26732,447+1,1801,6901,9370.62%+247
VANECK FDS
EMER MARK BD ETF
04,691+4,69102410.08%+241
ISHARES TR01,737+1,73702370.08%+237
MORGAN STANLEY(MS)01,120+1,12002340.07%+234
PACER FDS TR
DATA & DIGI REVO
02,172+2,17202320.07%+232
PALO ALTO NETWORKS INC(PANW)1,2631,26302024310.14%+228
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
06,198+6,19802270.07%+227
ISHARES INC
MSCI JAPAN ETF
17,35618,124+7681,4661,6900.54%+225
VANGUARD INDEX FDS3,1823,896+7146248490.27%+225
GLOBAL X FDS
DATA CTR DIG ETF
33,77333,933+1608091,0310.33%+221
SPDR SERIES TRUST
ST STR P500GRW
14,97014,097-8731,4661,6770.53%+212
VANGUARD INTL EQUITY INDEX F02,520+2,52002110.07%+211
VANGUARD INDEX FDS3,0223,062+409131,1200.36%+206
SPDR SERIES TRUST
ST STR SP RETAIL
02,350+2,35002060.07%+206
FIRST TR EXCHANGE-TRADED FD
BLOOMBERG EMMKT
04,652+4,65202010.06%+201
FIDELITY COVINGTON TRUST26,58328,789+2,2061,8112,0000.64%+189
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
15,02615,02601,4091,5970.51%+189
FIRST TR EXCHANGE-TRADED ALP
COM SHS
5,4605,209-2518421,0090.32%+168
VANGUARD WHITEHALL FDS15,56715,637+702,3052,4710.79%+166
VANGUARD WORLD FD1,6078,592+6,9855907550.24%+165
VISA INC(V)7,7637,314-4492,3462,5090.80%+163
ISHARES TR5,3255,328+31,1381,2920.41%+154
PIMCO ETF TR
ENHAN SHRT MA AC
33,34434,790+1,4463,3533,5071.12%+154
ISHARES TR6,3796,615+2368179690.31%+151
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
7,9567,219-7374996490.21%+150
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
7,1667,16606487940.25%+146
FIDELITY COVINGTON TRUST16,99116,142-8491,4701,6080.51%+138
ISHARES TR8,1248,158+341,7151,8520.59%+137
ISHARES TR3,2812,951-3301,0301,1630.37%+133
WISDOMTREE TR(WT)6,6856,841+1561,0601,1870.38%+127
VANGUARD WORLD FD
INDUSTRIAL ETF
2,5202,52007879080.29%+121
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
2,7143,375+6612824000.13%+118
ISHARES TR5,3565,458+1027818980.29%+118
SPDR SERIES TRUST
ST STR SP AERO
3,9023,851-519911,0930.35%+102
VANGUARD ADMIRAL FDS INC9,1949,010-1841,8741,9750.63%+101
FIDELITY COVINGTON TRUST17,69417,533-1611,0401,1380.36%+97
ISHARES TR22,38023,960+1,5801,4991,5960.51%+96
VANGUARD INDEX FDS2,7292,664-657158070.26%+93
VANGUARD ADMIRAL FDS INC3,9743,97404565470.17%+90
SPDR SERIES TRUST
ST PORT HIGH ETF
250,194252,723+2,5295,8355,9241.89%+89
ISHARES TR2,4772,522+454705580.18%+88
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Stonebridge Financial Planning Group, LLC — 13F Holdings — Q2 2026 | TickerTrail