Stonebridge Financial Group, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 275 total holdings, with the top positions including Victory Portfolios II Short Term Bond ETF, iShares Core Dividend Growth, and PIMCO ETF Trust Short-Term Municipal Bond Active.
The portfolio includes a mix of exchange-traded funds (ETFs) and individual equities. Major equity holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A. The filing also lists significant positions in companies such as JPMorgan Chase & Co., Johnson & Johnson, Meta Platforms Inc., and Amazon.com Inc.
Among the top individual stock positions listed in the filing are Berkshire Hathaway Inc. Class B, Costco Wholesale Corporation, Home Depot Inc., and Procter & Gamble Co. The report also includes holdings in various sector-specific ETFs, such as Select Sector SPDR Trust Technology ETF and iShares Core S&P 500 ETF.
