Stonebridge Wealth Management, LLC Portfolio Holdings

Stonebridge Wealth Management, LLC

  • $106 Billion
  • Q4 2025

Stonebridge Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $22.6B, Wisdomtree Tr Dynamic Currency with a value of $9.82B, Wisdomtree Tr U.S with a value of $9.42B, Wisdomtree Tr with a value of $7.62B, and Wisdomtree Emerging Markets Sm with a value of $6.77B.

Examining the 13F form we can see an decrease of $10.7B in the current position value, from $117B to 106B.

Stonebridge Wealth Management, LLC is based out at Oak Brook, IL

Below you can find more details about Stonebridge Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $90.7 Billion
Healthcare: $8.1 Billion
Technology: $2.44 Billion
Financial Services: $672 Million
Communication Services: $314 Million
Consumer Defensive: $223 Million
Consumer Cyclical: $217 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.7B
$217 Million 0.21% of portfolio
700
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $106 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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