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Aryn Sands

Stonebridge Wealth Management, Llc

Assets Managed
$104.336M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-1.43%(2Q avg: -5.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Stonebridge Wealth Management, 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 104.336M in assets, with a quarterly growth rate of -1.43% and a 2-quarter average growth rate of -5.3%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 3.17%
22.34%
$23.307M
463,001 shares@ $50.35 avg price
DDLS
Wisdomtree Dy Cur Hdg Scp Eq
Recent Activity
Decreased -2.62%
9.28%
$9.674M
222,585 shares@ $43.47 avg price
DHS
Wisdomtree Us High Dividend
Recent Activity
Decreased -7.52%
8.96%
$9.34M
85,517 shares@ $109.23 avg price
DTH
Wisdomtree International Hig
Recent Activity
Decreased -2%
7.51%
$7.83M
144,758 shares@ $54.09 avg price
DGS
Wisdomtree Em Small Cap
Recent Activity
Decreased -0.92%
6.76%
$7.043M
117,185 shares@ $60.1 avg price
DEW
Wisdomtree Global High Divid
Recent Activity
Increased 3.7%
5.79%
$6.038M
91,036 shares@ $66.33 avg price
DES
Wisdomtree Us Smallcap Divid
Recent Activity
Decreased -4.1%
4.85%
$5.054M
140,617 shares@ $35.95 avg price
DEM
Wisdomtree Emerging Markets
Recent Activity
Decreased -2.94%
4.56%
$4.751M
95,610 shares@ $49.7 avg price
DGRS
Wisdomtree U.s. Smallcap Qua
Recent Activity
Decreased -11.55%
3.37%
$3.511M
66,289 shares@ $52.96 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.1%
2.76%
$2.877M
13,230 shares@ $217.49 avg price

1-10 of 36