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Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group, LLC is an independent, US-based registered investment adviser headquartered in Orlando, Florida. The firm focuses on providing personalized wealth planning, asset management, and financial solutions, with a specialization in helping women and families navigate complex life transitions. Stonebridge was founded in 2011, employs approximately 9 people, and is staffed by CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Divorce Financial Analysts®, serving clients including individuals (with a focus on high-net-worth), families, and others requiring tailored financial planning and investment management.
Investment Strategy
Stonebridge Financial Planning Group employs a client-centered, holistic financial planning approach designed to build, protect, and transition wealth. The firm emphasizes customized solutions based on individual client circumstances and goals, focusing on demystifying financial complexities and navigating life-changing events. It tailors investment strategies to clients’ financial objectives and risk tolerance, helping them plan for milestones such as retirement, divorce, or transition of wealth. Stonebridge integrates comprehensive planning, investment management, and education, with a special commitment to empowering women facing major financial decisions.
Latest 13F Filing Activity
Stonebridge Financial Planning Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 162 equity positions with a total 13F market value of $240M. The fund increased holdings in Ishares TR, Ishares TR, First TR Exchange Traded FD among other positions. Stonebridge Financial Planning Group, LLC reduced exposure to Ishares TR, Select Sector SPDR TR, Apple Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWY | ISHARES TR | 6.35% | $15.2M | 61,717 | $105.72 | $246.51 | +$1.8M |
I IYW | ISHARES TR | 4.44% | $10.6M | 61,354 | $62.79 | $173.27 | +$1.8M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.59% | $8.6M | 120,548 | $50.34 | $71.26 | +$601.1K |
D DGRO | ISHARES TR | 2.94% | $7.0M | 109,995 | $52.12 | $63.94 | +$477.9K |
I IVV | ISHARES TR | 2.45% | $5.9M | 9,446 | $332.62 | $620.90 | +$375.9K |
Industry Allocation
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