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Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC is a registered investment adviser headquartered in Illinois. Founded in 2018, Stonebridge specializes in providing comprehensive financial planning, retirement planning, estate management, and insurance solutions to individuals and families. The firm is known for its personal service, deep financial knowledge, and focus on helping clients achieve financial freedom and realize their life goals. The team serves a wide range of clients, offering tailored strategies built on over 100 years of collective experience, and emphasizes disciplined and data-driven investment approaches.
Investment Strategy
Stonebridge Wealth Management employs a data-driven, personalized investment strategy designed to align clients' wealth with their individual life goals. The firm specializes in retirement income planning and aims to help clients retire comfortably and remain comfortably retired. Investment approaches are customized based on each client's risk tolerance and objectives, with a strong emphasis on holistic financial planning, comprehensive risk management, and disciplined long-term portfolio construction through all market conditions. Stonebridge works closely with families to ensure their financial plans provide confidence and security, offering active guidance and advice across investment, retirement, estate, and insurance needs.
Latest 13F Filing Activity
Stonebridge Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 34 equity positions with a total 13F market value of $117M. The fund increased holdings in United Homes Group Inc., Wisdomtree TR, Abbvie Inc. among other positions. Stonebridge Wealth Management, LLC reduced exposure to Wisdomtree TR, Idaho Strategic Resources, Abbott Labs among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 17.20% | $20.0M | 398,700 | $50.31 | $50.27 | -$828.7K |
D DDLS | WISDOMTREE TR | 8.47% | $9.9M | 235,346 | $39.51 | $41.94 | +$622.2K |
D DHS | WISDOMTREE TR | 8.31% | $9.7M | 96,135 | $95.98 | $100.75 | +$234.4K |
D DES | WISDOMTREE TR | 6.62% | $7.7M | 229,113 | $31.77 | $33.68 | +$461.7K |
D DTH | WISDOMTREE TR | 6.30% | $7.3M | 149,473 | $46.36 | $49.15 | +$483.3K |
Industry Allocation
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