account_balance
Investment manager · 13F filer · SEC CIK 2082460
Stonebridge Wealth Management, LLC
Reported value$112Mas of Jun 30, 2026
Positions37 2 new, 1 sold out
Top 10 weight75.3%USFR alone is 22%
FiledJul 1717 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
USFRWisdomtree Tr
21.8%Added +4%
DDLSWisdomtree Tr
9.0%Added +2%
DHSWisdomtree Tr
8.7%
DTHWisdomtree Tr
7.2%Added +2%
DGSWisdomtree Tr
6.8%
DEWWisdomtree Tr
5.7%
DESWisdomtree Tr
5.3%Added +4%
DEMWisdomtree Tr
4.6%
DGRSWisdomtree Tr
3.2%Trimmed −8%
ABBVAbbvie Inc
3.0%
SMTI2.7%SPHD2.2%
USFRWisdomtree Tr
21.8%Added +4%
DDLS9.0%
DHS8.7%
DTH7.2%
DGSWisdomtree Tr
6.8%
DEW5.7%
DES5.3%
DEM4.6%
DGRS3.2%
ABBV3.0%SMTI2.7%SPHD
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
USFR Wisdomtree Tr 21.8% Added +4%
DDLS Wisdomtree Tr 9.0% Added +2%
DHS Wisdomtree Tr 8.7% Held
DTH Wisdomtree Tr 7.2% Added +2%
DGS Wisdomtree Tr 6.8% Held
DEW Wisdomtree Tr 5.7% Held
DES Wisdomtree Tr 5.3% Added +4%
DEM Wisdomtree Tr 4.6% Held
DGRS Wisdomtree Tr 3.2% Trimmed −8%
ABBV Abbvie Inc 3.0% HeldSMTI Sanara Medtech Inc 2.7% Trimmed −5%SPHD Invesco Exch Traded Fd Tr II 2.2% Trimmed −3%
What changed