Notify me when Stonebridge Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 38 | $105,853,640 | +$5,778,014 | -$8,683,030 | -$2,905,016 | USFR, DDLS, DHS, DTH, DGS | 13F-HR | 07 Jan 2026, 17:27 |
| Q3 2025 | 36 | $116,559,614 | +$2,361,012 | -$2,741,120 | -$380,108 | USFR, DDLS, DHS, DES, DTH | 13F-HR | 17 Oct 2025, 12:42 |
| Q2 2025 | 33 | $106,017,095 | $0 | $0 | $0 | USFR, DHS, DDLS, DES, DTH | 13F-HR | 27 Aug 2025, 12:56 |