13F Filings History of Stonebridge Financial Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$1,170,624,122
Signature - Title
Cody Gehman - Director - Operations/Compliance
Location
Wormleysburg, PA
Summary
This page shows a list of all the recent 13F filings made by Stonebridge Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stonebridge Financial Group, LLC reported 248 stock holdings with total value $1,170,624,122 as of Q4 2025. Top holdings included DGRO, SMMU, CGCP, USTB, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 248 $1,170,624,122 +$183,312,704 -$149,517,312 +$33,795,392 DGRO, SMMU, CGCP, USTB, AAPL 13F-HR 20 Jan 2026, 18:01
Q3 2025 240 $1,135,491,706 +$124,976,414 -$81,283,814 +$43,692,600 SMMU, DGRO, CGCP, USFR, GLD 13F-HR 20 Oct 2025, 14:22
Q2 2025 235 $1,029,481,211 +$241,991,237 -$184,597,929 +$57,393,308 SMMU, DGRO, CGCP, USFR, GLD 13F-HR 24 Jul 2025, 12:13
Q1 2025 1,004 $939,665,633 +$210,678,715 -$166,807,375 +$43,871,340 DGRO, USFR, MUNI, GLD, SMMU 13F-HR 25 Apr 2025, 09:03
Q4 2024 833 $907,284,217 $0 $0 $0 DGRO, USFR, AAPL, MUNI, SMMU 13F-HR 29 Jan 2025, 11:03