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Rebecca Robey

Stonebridge Financial Planning Group, Llc

Assets Managed
$272.315M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-1.69%(2Q avg: 1.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Financial Planning Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Stonebridge Financial Planning Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.315M in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of 1.16%. The portfolio is managed by Rebecca Robey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -3.7%
5.48%
$14.905M
59,896 shares@ $248.84 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -6.17%
3.66%
$9.961M
54,905 shares@ $181.42 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -1.18%
3.38%
$9.177M
122,057 shares@ $75.2 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.83%
3.21%
$8.737M
124,487 shares@ $70.19 avg price
FGD
First Trust Dj Gl Sel Dvd
Recent Activity
Increased 15.62%
2.6%
$7.059M
221,062 shares@ $31.94 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 7.12%
2.15%
$5.835M
250,194 shares@ $23.32 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 8.1%
2.09%
$5.678M
88,606 shares@ $64.08 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.38%
2.04%
$5.533M
8,470 shares@ $653.22 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 4.9%
1.93%
$5.249M
63,430 shares@ $82.75 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 9.86%
1.82%
$4.936M
146,163 shares@ $33.78 avg price

1-10 of 171