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Stonebridge Financial Group, LLC/CA

Q2 2026 13F filing

Updated 28 days ago

310 disclosed positions worth $722.2M

Portfolio value
$722.2M
Total holdings
310
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TRUST SERIES I

Value
$50.6M
Shares
68.8K
% Port
7.01%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$31.2M
Shares
62.4K
% Port
4.33%
A

APPLE INC COM

Value
$29.5M
Shares
102.0K
% Port
4.09%
E

INVESCO NASDAQ 100

Value
$27.1M
Shares
89.5K
% Port
3.76%
N

NVIDIA CORPORATION COM

Value
$22.9M
Shares
114.4K
% Port
3.17%
S

STATE ST SPDR EURO STOXX 50

Value
$22.5M
Shares
328.0K
% Port
3.12%
H

VANECK SEMI COND

Value
$22M
Shares
33.5K
% Port
3.04%
A

AMAZON COM INC COM

Value
$21M
Shares
88.1K
% Port
2.91%
G

ALPHABET INC CAP STK CL A

Value
$20.5M
Shares
57.3K
% Port
2.84%
F
10.FPF

FRST TST RISING DIV ACHIEVERS

Value
$15.8M
Shares
194.3K
% Port
2.18%
C
11.COST

COSTCO WHOLESALE CORPORATION COM

Value
$14.5M
Shares
15.5K
% Port
2.01%
E
12.ETHA

ISHARES TR ISHARES SEMICDTR

Value
$14.5M
Shares
22.6K
% Port
2.00%
P
13.PWR

QUANTA SVCS INC COM

Value
$13.1M
Shares
18.3K
% Port
1.82%
A
14.AMD

ADVANCED MICRO DEVICES INC COM

Value
$12.1M
Shares
20.9K
% Port
1.68%
N
15.NOC

JANUS HENDERSON AAA CLO

Value
$11.9M
Shares
234.6K
% Port
1.65%
S

STATE ST HEALTH CARE SEL SECTR SPDR

Value
$11.1M
Shares
69.7K
% Port
1.53%
A
17.AVGO

BROADCOM INC COM

Value
$10.8M
Shares
28.6K
% Port
1.50%
V
18.VGES

VNGRD FTSE DEV MKTS

Value
$10.3M
Shares
144.8K
% Port
1.43%
S

STATE ST UTILITIES SEL SECTR SPDR

Value
$10.2M
Shares
223.9K
% Port
1.41%
P
20.PANW

PALO ALTO NETWORKS INC COM

Value
$10M
Shares
29.4K
% Port
1.39%
M
21.MU

MICRON TECH INC COM

Value
$7.9M
Shares
6.9K
% Port
1.10%
B
22.BTCW

WISDOMTREE JAPAN HEDGED EQY

Value
$7.7M
Shares
44.1K
% Port
1.06%
G

ALPHABET INC CAP STK CL C

Value
$7.6M
Shares
21.6K
% Port
1.06%
?
24.N/A

FT VEST LAD AUTO CALL BARRIER

Value
$7.1M
Shares
342.8K
% Port
0.99%
T

TAIWAN SEMI COND MANUFACT SPNSD ADS

Value
$7.1M
Shares
14.7K
% Port
0.98%
?
26.N/A

FT VEST LAD AUTO CALL BARRIER and RESILIENT INC

Value
$7M
Shares
340.2K
% Port
0.97%
S

SCH US DIV EQY

Value
$6.7M
Shares
210.4K
% Port
0.92%
F
28.FPF

FRST TST SMID CAP RISING DIV ACHIEVERS

Value
$6.5M
Shares
151.7K
% Port
0.91%
V
29.V

VISA INC COM CL A

Value
$6.1M
Shares
17.8K
% Port
0.85%
F
30.FPF

FRST TST RBA AMERICAN INDUSTRIAL RENAISSANCE

Value
$5.3M
Shares
40.1K
% Port
0.74%
V
31.VGES

VNGRD SP 500

Value
$5.2M
Shares
7.6K
% Port
0.72%
V
32.VGES

VNGRD SHORT-TERM CORP BND

Value
$5.2M
Shares
65.5K
% Port
0.72%
E
33.ETHA

ISHARES U.S. AEROSPACE and DEFENSE

Value
$4.9M
Shares
20.1K
% Port
0.67%
?
34.N/A

PGIM AAA CLO

Value
$4.8M
Shares
92.6K
% Port
0.66%
I
35.IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

Value
$4.7M
Shares
53.5K
% Port
0.64%
A
36.AAPL

STATE ST CONS STAPLES SEL SECTR SPDR

Value
$4.6M
Shares
55.5K
% Port
0.64%
C
37.CRWD

CROWDSTRIKE HLDGS INC CL A

Value
$4.5M
Shares
5.9K
% Port
0.62%
W
38.WM

WASTE MGMT INC DEL COM

Value
$4.4M
Shares
19.9K
% Port
0.61%
C
39.CEG

CONSTELLATION ENERGY CORP COM

Value
$4.4M
Shares
17.7K
% Port
0.61%
M
40.MSFT

MICROSOFT CORP COM

Value
$4.3M
Shares
11.5K
% Port
0.59%
G

GOLDMAN SACHS GROUP INC COM

Value
$4.3M
Shares
4.2K
% Port
0.59%
V
42.VGES

VNGRD INT-TERM BND

Value
$4.1M
Shares
53.6K
% Port
0.57%
S
43.SDHY

PGIM SHORT DURATION HIGH YIELD

Value
$4M
Shares
81.1K
% Port
0.56%
E
44.ETHA

ISHARES U.S. TECH

Value
$3.6M
Shares
14.2K
% Port
0.50%
J

JPMORGAN CHASE and CO COM

Value
$3.6M
Shares
11.0K
% Port
0.50%
S
46.SPY

STATE ST SPDR SP 500

Value
$3.4M
Shares
4.6K
% Port
0.48%
E
47.EWBC

EAST WEST BANCORP INC COM

Value
$3.4M
Shares
26.4K
% Port
0.47%
S

STATE ST SPDR SP DIV

Value
$3.4M
Shares
22.2K
% Port
0.47%
C
49.C-PR

CITIGROUP INC COM NEW

Value
$3.3M
Shares
23.6K
% Port
0.46%
N
50.NFLX

NETFLIX INC. COM

Value
$3.2M
Shares
44.8K
% Port
0.44%