Stonebridge Financial Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.17 Trillion distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $54.7B, Pimco ETF Tr Sht Term Mun Bd A with a value of $53.6B, Capital Group Core Plus Income with a value of $44.9B, Victory Portfolios Ii Victorys with a value of $38.7B, and Apple Inc. with a value of $37.2B.
Examining the 13F form we can see an increase of $35.1B in the current position value, from $1.14T to 1.17T.
Stonebridge Financial Group, LLC is based out at Wormleysburg, PA
Below you can find more details about Stonebridge Financial Group, LLC portfolio as well as his latest detailed transactions.
