Notify me when Stonebridge Financial Planning Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 168 | $277,007,138 | +$15,682,889 | -$7,123,208 | +$8,559,681 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 04 Feb 2026, 18:38 |
| Q3 2025 | 171 | $266,319,154 | +$20,103,339 | -$8,097,515 | +$12,005,824 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 17 Nov 2025, 18:03 |
| Q2 2025 | 165 | $239,517,190 | +$9,651,003 | -$8,571,874 | +$1,079,129 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 05 Aug 2025, 19:46 |
| Q1 2025 | 161 | $219,045,451 | +$12,458,955 | -$8,210,901 | +$4,248,054 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 08 May 2025, 10:17 |
| Q4 2024 | 159 | $223,881,128 | +$18,257,608 | -$5,439,245 | +$12,818,363 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 18 Feb 2025, 11:03 |
| Q3 2024 | 158 | $209,910,532 | +$8,188,922 | -$6,684,778 | +$1,504,144 | IWY, IYW, SPHQ, DGRO, IVV | 13F-HR | 08 Nov 2024, 16:55 |
| Q2 2024 | 153 | $198,994,496 | +$17,772,826 | -$10,330,419 | +$7,442,407 | IWY, IYW, SPHQ, IVV, DGRO | 13F-HR | 07 Aug 2024, 19:33 |
| Q1 2024 | 151 | $189,122,421 | +$12,014,572 | -$8,776,534 | +$3,238,038 | IWY, IYW, MINT, SPHQ, DGRO | 13F-HR | 13 May 2024, 13:54 |
| Q4 2023 | 148 | $173,761,161 | +$21,010,783 | -$18,197,278 | +$2,813,505 | IWY, IYW, MINT, SPHQ, IVV | 13F-HR | 05 Feb 2024, 17:11 |
| Q3 2023 | 137 | $155,925,662 | +$11,031,759 | -$11,265,915 | -$234,156 | IWY, IYW, SPHQ, MINT, IVV | 13F-HR | 07 Nov 2023, 20:17 |
| Q2 2023 | 132 | $164,102,812 | +$15,357,352 | -$15,899,718 | -$542,366 | IWY, IYW, SPHQ, IHI, IVV | 13F-HR | 11 Aug 2023, 16:51 |
| Q1 2023 | 122 | $154,949,986 | +$12,797,269 | -$18,717,783 | -$5,920,514 | IWY, IYW, FTCS, IHI, IVV | 13F-HR | 03 May 2023, 21:44 |
| Q4 2022 | 123 | $150,238,250 | +$8,642,826 | -$7,135,246 | +$1,507,580 | IWY, IYW, FTCS, IHI, IVV | 13F-HR | 18 Jan 2023, 17:34 |
| Q3 2022 | 115 | $142,944,000 | +$16,311,591 | -$12,079,493 | +$4,232,098 | IWY, IYW, IHI, FTCS, IVV | 13F-HR | 31 Oct 2022, 18:22 |
| Q2 2022 | 111 | $147,313,000 | +$20,421,476 | -$18,461,931 | +$1,959,545 | IWY, IYW, TIP, IVV, IHI | 13F-HR | 29 Jul 2022, 20:53 |
| Q1 2022 | 110 | $178,636,000 | +$3,574,561 | -$17,720,823 | -$14,146,262 | IWY, IYW, TIP, IVV, IHI | 13F-HR | 10 May 2022, 15:41 |
| Q4 2021 | 401 | $180,731,000 | +$10,534,358 | -$6,622,932 | +$3,911,426 | IWY, IYW, TIP, IVV, MGK | 13F-HR | 02 Feb 2022, 11:29 |
| Q3 2021 | 406 | $193,612,000 | +$21,677,230 | -$9,659,694 | +$12,017,536 | IWY, IYW, IVV, TIP, IHI | 13F-HR | 08 Nov 2021, 16:58 |
| Q2 2021 | 419 | $188,540,000 | +$13,705,640 | -$5,372,078 | +$8,333,562 | IWY, IYW, MINT, IHI, IVV | 13F-HR | 28 Jul 2021, 16:46 |
| Q1 2021 | 426 | $171,167,000 | +$10,477,476 | -$6,616,220 | +$3,861,256 | IWY, IYW, MINT, MGK, IHI | 13F-HR | 05 May 2021, 18:32 |
| Q4 2020 | 389 | $157,860,000 | +$21,634,503 | -$2,765,890 | +$18,868,613 | IWY, IYW, MINT, MGK, IHI | 13F-HR | 27 Jan 2021, 14:56 |
| Q3 2020 | 375 | $139,046,000 | +$17,352,351 | -$8,996,340 | +$8,356,011 | IWY, IYW, MGK, AMZN, IHI | 13F-HR | 26 Oct 2020, 13:01 |
| Q2 2020 | 384 | $117,452,000 | +$6,801,638 | -$3,259,882 | +$3,541,756 | IWY, IYW, MGK, AMZN, IVV | 13F-HR | 24 Jul 2020, 10:36 |
| Q1 2020 | 403 | $99,204,000 | +$9,189,087 | -$5,655,304 | +$3,533,783 | IWY, IYW, IVV, MGK, VPU | 13F-HR | 15 Apr 2020, 13:26 |
| Q4 2019 | 355 | $110,612,000 | $0 | $0 | $0 | IWY, IYW, IVV, MGK, VPU | 13F-HR | 06 Feb 2020, 18:39 |