Holdings
Stonebridge Financial Planning Group, LLC
As of Jun 30, 2026, Stonebridge Financial Planning Group, LLC reported 32 positions worth US$39.8M. Largest: Amazon.com, Inc., Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 24,112 | US$5.75M | +784 | Jun 30, 2026 |
| Nvidia Corporation | 27,170 | US$5.44M | −901 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,968 | US$3.56M | −242 | Jun 30, 2026 |
| Apple Inc | 11,299 | US$3.27M | +46 | Jun 30, 2026 |
| Visa Inc. | 7,314 | US$2.51M | −449 | Jun 30, 2026 |
| Microsoft Corp. | 4,841 | US$1.81M | −427 | Jun 30, 2026 |
| Eli Lilly And Company | 1,494 | US$1.79M | −95 | Jun 30, 2026 |
| Mastercard Incorporated | 3,045 | US$1.56M | −91 | Jun 30, 2026 |
| Rtx Corporation | 6,375 | US$1.21M | −147 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,232 | US$1.15M | −100 | Jun 30, 2026 |