Stonebridge Financial Planning Group, LLC
All 13F Filings
- Location
- Orlando, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 313,914
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 183 | 313,914 | 13F-HR | Stonebridge Financial Planning Group, LLC |
| Q1 2026 | 5/8/2026 | 171 | 272,315 | 13F-HR | Stonebridge Financial Planning Group, LLC |
| Q4 2025 | 2/5/2026 | 168 | 277,007 | 13F-HR | Stonebridge Financial Planning Group, LLC |
| Q3 2025 | 11/18/2025 | 171 | 266,319 | 13F-HR | Stonebridge Financial Planning Group, LLC |
| Q2 2025 | 8/6/2025 | 165 | 239,517 | 13F-HR | Stonebridge Financial Planning Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.3 K | 24.9% | 0 | 1.693 K | -1.693 K |
| ETFs | 235.6 K | 75.1% | 43.29 K | 0 | 43.29 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
313,914
Holdings
183
QoQ value change ($000)
41,599
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.