Sign In
test

Aryn Sands

Stonebridge Wealth Management, Llc

Assets Managed
$111.697M
Holdings
37
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
7.06%(2Q avg: 2.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 37 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 111.697M in assets, with a quarterly growth rate of 7.06% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 4.26%
21.76%
$24.305M
482,720 shares@ $50.35 avg price
DDLS
Wisdomtree Dy Cur Hdg Scp Eq
Recent Activity
Increased 2.24%
8.98%
$10.025M
227,568 shares@ $44.06 avg price
DHS
Wisdomtree Us High Dividend
Recent Activity
Increased 0.24%
8.73%
$9.744M
85,714 shares@ $113.69 avg price
DTH
Wisdomtree International Hig
Recent Activity
Increased 2.22%
7.17%
$8.006M
147,966 shares@ $54.11 avg price
DGS
Wisdomtree Em Small Cap
Recent Activity
Increased 0.65%
6.84%
$7.632M
117,940 shares@ $64.71 avg price
DEW
Wisdomtree Global High Divid
Recent Activity
Increased 1.17%
5.67%
$6.327M
92,101 shares@ $68.7 avg price
DES
Wisdomtree Us Smallcap Divid
Recent Activity
Increased 4.31%
5.35%
$5.967M
146,670 shares@ $40.69 avg price
DEM
Wisdomtree Emerging Markets
Recent Activity
Increased 0.5%
4.63%
$5.169M
96,088 shares@ $53.8 avg price
DGRS
Wisdomtree U.s. Smallcap Qua
Recent Activity
Decreased -7.76%
3.25%
$3.629M
61,142 shares@ $59.36 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -0.09%
2.98%
$3.326M
13,217 shares@ $251.65 avg price

1-10 of 37