Stonebridge Financial Planning Group, LLC ETF holdings
Orlando, FL
Reported $272.1M in 146 ETFs in its Form 13F for June 30, 2026.
ETF value
$272.1M
ETFs held
146
Change from prior quarter
+16.5%
With price moves
ETFs as a share of its 13F
86.7%
of $313.9M
Top 10 of 146 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $17.6M | 60,541 | +645 shares |
| IYW | iShares U.S. Technology ETF | $13.7M | 54,362 | −543 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $10.8M | 119,757 | −2,300 shares |
| DGRO | iShares Core Dividend Growth ETF | $9.6M | 126,480 | +1,993 shares |
| FGD | First Trust Dow Jones Global Select Dividend Index Fund | $7.9M | 245,523 | +24,461 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $6.5M | 91,505 | +2,899 shares |
| IVV | iShares Core S&P 500 ETF | $6.2M | 8,275 | −195 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $6.1M | 74,931 | +4,950 shares |
| SPHY | State Street SPDR Portfolio High Yield Bond Index ETF | $5.9M | 252,723 | +2,529 shares |
| BUFR | FT Vest Laddered Buffer ETF | $5.9M | 160,755 | +14,592 shares |
136 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001802494. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stonebridge Financial Planning Group, LLC own?
Stonebridge Financial Planning Group, LLC reported 146 ETF positions worth $272.1M in its Form 13F for June 30, 2026. The largest was IWY, at $17.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.