account_balance
Investment manager · 13F filer · SEC CIK 2009367
Stonebridge Financial Group, LLC
Reported value$1.32Bas of Jun 30, 2026
Positions275 30 new, 17 sold out
Top 10 weight32.2%DGRO alone is 5%
FiledJul 66 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DGROiShares Tr
4.7%
SMMUPimco ETF Tr
4.0%
CGCPCapital GRP Fixed Incm ETF T
3.6%Added +3%
USTBVictory Portfolios II
3.6%Added +5%
PRFZInvesco Exchange Traded Fd T
3.2%
PYLDPimco ETF Tr
3.0%Added +5%
AAPLApple Inc
2.9%
MUNIPimco ETF Tr
2.5%Added +3%
XLISelect Sector SPDR Tr
2.3%Added +3528%
IEMGiShares Inc
2.3%Added +2086%
XLKSelect Sector SPDR Tr
2.2%Added +5706%
XLFSelect Sector SPDR Tr
2.2%New
DGROiShares Tr
4.7%
SMMU4.0%
CGCP3.6%
USTBVictory Portfolios II
3.6%Added +5%
PRFZInvesco Exchange Traded Fd T
3.2%
PYLDPimco ETF Tr
3.0%Added +5%
MUNI2.5%
XLI2.3%
IEMG2.3%
XLK2.2%
XLF2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRO iShares Tr 4.7% Held
SMMU Pimco ETF Tr 4.0% Held
CGCP Capital GRP Fixed Incm ETF T 3.6% Added +3%
USTB Victory Portfolios II 3.6% Added +5%
PRFZ Invesco Exchange Traded Fd T 3.2% Held
PYLD Pimco ETF Tr 3.0% Added +5%
AAPL Apple Inc 2.9% HeldMUNI Pimco ETF Tr 2.5% Added +3%
XLI Select Sector SPDR Tr 2.3% Added +3528%
IEMG iShares Inc 2.3% Added +2086%
XLK Select Sector SPDR Tr 2.2% Added +5706%
XLF Select Sector SPDR Tr 2.2% New
What changed