Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC reported 37 positions worth $111.7M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: USFR (21.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USFR | SH | $24.3M | 21.76% | 482,720 | — | — | |
| ▸ 2 | DDLS | SH | $10.0M | 8.98% | 227,568 | — | — | |
| ▸ 3 | DHS | SH | $9.7M | 8.72% | 85,714 | — | — | |
| ▸ 4 | DTH | SH | $8.0M | 7.17% | 147,966 | — | — | |
| ▸ 5 | DGS | SH | $7.6M | 6.83% | 117,940 | — | — | |
| ▸ 6 | DEW | SH | $6.3M | 5.66% | 92,101 | — | — | |
| ▸ 7 | DES | SH | $6.0M | 5.34% | 146,670 | — | — | |
| ▸ 8 | DEM | SH | $5.2M | 4.63% | 96,088 | — | — | |
| ▸ 9 | DGRS | SH | $3.6M | 3.25% | 61,142 | — | — | |
| ▸ 10 | ABBV | SH | $3.3M | 2.98% | 13,217 | — | — |
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Frequently Asked Questions
What stocks does Stonebridge Wealth Management, LLC hold as of Q2 2026?
Stonebridge Wealth Management, LLC reported 37 positions worth $111.7M in its Q2 2026 13F filing. Largest positions: USFR (21.8%), DDLS (9.0%), DHS (8.7%), DTH (7.2%) and DGS (6.8%).
What did Stonebridge Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stonebridge Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.