Stonebridge Wealth Management, LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 112,392
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 35 | 112,392 | 13F-HR | Stonebridge Wealth Management, LLC |
| Q2 2026 | 7/16/2026 | 37 | 111,697 | 13F-HR | Stonebridge Wealth Management, LLC |
| Q1 2026 | 4/16/2026 | 36 | 104,336 | 13F-HR | Stonebridge Wealth Management, LLC |
| Q4 2025 | 1/7/2026 | 38 | 105,854 | 13F-HR | Stonebridge Wealth Management, LLC |
| Q3 2025 | 10/17/2025 | 36 | 116,560 | 13F-HR | Stonebridge Wealth Management, LLC |
| Q2 2025 | 8/27/2025 | 33 | 106,017 | 13F-HR | Stonebridge Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.71 K | 87.8% | 1.144 K | 0 | 1.144 K |
| ETFs | 13.69 K | 12.2% | 0 | 448 | -448 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
112,392
Holdings
35
QoQ value change ($000)
695
(0.6%)
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.