Stonebridge Financial Group, LLC
All 13F Filings
- Location
- Wormleysburg, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,216,127
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 262 | 1,216,127 | 13F-HR | Stonebridge Financial Group, LLC |
| Q4 2025 | 1/21/2026 | 248 | 1,170,624 | 13F-HR | Stonebridge Financial Group, LLC |
| Q3 2025 | 10/20/2025 | 240 | 1,135,492 | 13F-HR | Stonebridge Financial Group, LLC |
| Q2 2025 | 7/24/2025 | 235 | 1,029,481 | 13F-HR | Stonebridge Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 478.3 K | 39.6% | 0 | 544.4 K | -544.4 K |
| ETFs | 726.9 K | 60.1% | 590.6 K | 0 | 590.6 K |
| Debt | 3.328 K | 0.3% | 0 | 25 | -25 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
1,216,127
Holdings
262
QoQ value change ($000)
45,503
(3.9%)
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.