SEC Form 13F

Stonebridge Financial Planning Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$313,914,286
Positions183

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWYRUS TP200 GR ETF$17,594,43160,541
ISHARES TRIYWU.S. TECH ETF$13,711,68554,362
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$10,790,121119,757
ISHARES TRDGROCORE DIV GRWTH$9,585,945126,480
FIRST TR EXCHANGE-TRADED FDFGDDJ GLBL DIVID$7,854,292245,523
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$6,519,73491,505
ISHARES TRIVVCORE S&P500 ETF$6,196,9618,275
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$6,073,89274,931
SPDR SERIES TRUSTSPHYST PORT HIGH ETF$5,923,834252,723
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$5,872,380160,755

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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