Stonebridge Financial Planning Group, LLC Diversified Active

Location: Orlando, FL

CIK: 0001802494 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 5, 2026

Total Value: $277M (100.0% shares, 0.0% debt)

Holdings (168)

IWY ISHARES TR 6.2%
Value $17.23M Shares 62,200 Est. Cost $108.41 Unrealized
IYW ISHARES TR 4.2%
Value $11.69M Shares 58,521 Est. Cost $121.31 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 3.3%
Value $9.27M Shares 123,524 Est. Cost $50.94 Unrealized
DGRO ISHARES TR 3.1%
Value $8.487M Shares 122,250 Est. Cost $54.42 Unrealized
IVV ISHARES TR 2.2%
Value $6.131M Shares 8,952 Est. Cost $331.13 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 2.1%
Value $5.788M Shares 191,213 Est. Cost $28.79 Unrealized
AMZN AMAZON COM INC 2.0%
Value $5.537M Shares 23,990 Est. Cost $125.76 Unrealized +81.9%
SPHY SPDR SERIES TRUST 2.0%
Value $5.529M Shares 233,574 Est. Cost $23.48 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value $5.279M Shares 28,306 Est. Cost $99.26 Unrealized +87.5%
VEA VANGUARD TAX-MANAGED FDS 1.8%
Value $5.12M Shares 81,967 Est. Cost $50.43 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.8%
Value $5.064M Shares 60,469 Est. Cost $81.52 Unrealized
IUSG ISHARES TR 1.8%
Value $5.007M Shares 29,816 Est. Cost $71.41 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 1.6%
Value $4.558M Shares 133,056 Est. Cost $28.87 Unrealized
MOAT VANECK ETF TRUST 1.6%
Value $4.419M Shares 42,667 Est. Cost $88.72 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 1.6%
Value $4.408M Shares 63,446 Est. Cost $61.77 Unrealized
IWF ISHARES TR 1.6%
Value $4.332M Shares 9,153 Est. Cost $253.49 Unrealized
DSTL ETF SER SOLUTIONS 1.4%
Value $3.966M Shares 67,338 Est. Cost $52.80 Unrealized
VUG VANGUARD INDEX FDS 1.4%
Value $3.941M Shares 8,079 Est. Cost $270.38 Unrealized
AAPL APPLE INC 1.1%
Value $3.107M Shares 11,430 Est. Cost $116.27 Unrealized +130.8%
MINT PIMCO ETF TR 1.1%
Value $3.096M Shares 30,851 Est. Cost $99.91 Unrealized
VGT VANGUARD WORLD FD 1.1%
Value $3.041M Shares 4,035 Est. Cost $258.12 Unrealized
AIQ GLOBAL X FDS 1.1%
Value $2.995M Shares 58,890 Est. Cost $35.47 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.0%
Value $2.838M Shares 112,739 Est. Cost $24.95 Unrealized
V VISA INC 1.0%
Value $2.805M Shares 7,998 Est. Cost $174.86 Unrealized +94.7%
MSFT MICROSOFT CORP 1.0%
Value $2.7M Shares 5,582 Est. Cost $322.38 Unrealized +55.3%
VDC VANGUARD WORLD FD 1.0%
Value $2.66M Shares 12,594 Est. Cost $169.00 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value $2.599M Shares 4,145 Est. Cost $408.05 Unrealized
BND VANGUARD BD INDEX FDS 0.9%
Value $2.572M Shares 34,720 Est. Cost $73.44 Unrealized
SCHD SCHWAB STRATEGIC TR 0.9%
Value $2.441M Shares 88,983 Est. Cost $39.46 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.9%
Value $2.391M Shares 48,649 Est. Cost $50.96 Unrealized
NLR VANECK ETF TRUST 0.8%
Value $2.354M Shares 18,952 Est. Cost $109.33 Unrealized
PBDC PUTNAM ETF TRUST 0.8%
Value $2.284M Shares 74,649 Est. Cost $31.75 Unrealized
MGV VANGUARD WORLD FD 0.8%
Value $2.265M Shares 16,049 Est. Cost $130.07 Unrealized
TECB ISHARES TR 0.8%
Value $2.263M Shares 37,168 Est. Cost $51.74 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value $2.234M Shares 15,567 Est. Cost $127.59 Unrealized
SOXX ISHARES TR 0.8%
Value $2.216M Shares 7,358 Est. Cost $295.37 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.8%
Value $2.185M Shares 101,798 Est. Cost $21.20 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value $2.173M Shares 56,711 Est. Cost $34.01 Unrealized
IAK ISHARES TR 0.8%
Value $2.16M Shares 15,862 Est. Cost $92.08 Unrealized
IYC ISHARES TR 0.8%
Value $2.148M Shares 20,823 Est. Cost $107.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value $2.138M Shares 17,906 Est. Cost $124.87 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value $2.084M Shares 7,180 Est. Cost $260.29 Unrealized
GOOG ALPHABET INC 0.7%
Value $2.052M Shares 6,540 Est. Cost $117.70 Unrealized +143.3%
FIW FIRST TR EXCHANGE-TRADED FD 0.7%
Value $1.972M Shares 18,153 Est. Cost $66.33 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.7%
Value $1.935M Shares 73,728 Est. Cost $23.22 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value $1.914M Shares 9,343 Est. Cost $148.10 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value $1.857M Shares 3,252 Est. Cost $277.50 Unrealized +101.4%
IHI ISHARES TR 0.7%
Value $1.807M Shares 29,077 Est. Cost $97.44 Unrealized
ARCC ARES CAPITAL CORP 0.6%
Value $1.795M Shares 88,715 Est. Cost $11.04 Unrealized +79.3%
VPLS VANGUARD MALVERN FDS 0.6%
Value $1.779M Shares 22,773 Est. Cost $78.40 Unrealized
SPYG SPDR SERIES TRUST 0.6%
Value $1.738M Shares 16,290 Est. Cost $55.81 Unrealized
IVE ISHARES TR 0.6%
Value $1.737M Shares 8,192 Est. Cost $136.43 Unrealized
LLY ELI LILLY & CO 0.6%
Value $1.734M Shares 1,613 Est. Cost $636.00 Unrealized +50.2%
FAD FIRST TR EXCHANGE-TRADED ALP 0.6%
Value $1.686M Shares 10,415 Est. Cost $81.20 Unrealized
JAAA JANUS DETROIT STR TR 0.6%
Value $1.676M Shares 33,132 Est. Cost $50.67 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.6%
Value $1.669M Shares 22,771 Est. Cost $51.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $1.648M Shares 30,661 Est. Cost $43.14 Unrealized
BIZD VANECK ETF TRUST 0.6%
Value $1.538M Shares 108,435 Est. Cost $16.44 Unrealized
CLOI VANECK ETF TRUST 0.5%
Value $1.432M Shares 27,121 Est. Cost $52.94 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $1.419M Shares 14,885 Est. Cost $89.88 Unrealized +9.1%
AIRR FIRST TR EXCHANGE TRADED FD 0.5%
Value $1.412M Shares 14,366 Est. Cost $87.38 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.5%
Value $1.394M Shares 9,109 Est. Cost $123.47 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value $1.392M Shares 1,614 Est. Cost $740.07 Unrealized +22.4%
VONV VANGUARD SCOTTSDALE FDS 0.5%
Value $1.387M Shares 15,026 Est. Cost $81.25 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.5%
Value $1.373M Shares 16,648 Est. Cost $55.22 Unrealized
EWJ ISHARES INC 0.5%
Value $1.361M Shares 16,862 Est. Cost $77.78 Unrealized
SDY SPDR SERIES TRUST 0.5%
Value $1.331M Shares 9,567 Est. Cost $108.60 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value $1.322M Shares 14,295 Est. Cost $74.98 Unrealized
LQD ISHARES TR 0.5%
Value $1.304M Shares 11,831 Est. Cost $106.77 Unrealized
RTX RTX CORPORATION 0.5%
Value $1.29M Shares 7,035 Est. Cost $59.87 Unrealized +189.5%
XLV SELECT SECTOR SPDR TR 0.5%
Value $1.289M Shares 8,325 Est. Cost $126.45 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.4%
Value $1.234M Shares 7,070 Est. Cost $121.75 Unrealized
SMOT VANECK ETF TRUST 0.4%
Value $1.165M Shares 32,174 Est. Cost $33.35 Unrealized
IWO ISHARES TR 0.4%
Value $1.154M Shares 3,572 Est. Cost $271.02 Unrealized
GOOGL ALPHABET INC 0.4%
Value $1.146M Shares 3,663 Est. Cost $112.40 Unrealized +154.1%
FDRR FIDELITY COVINGTON TRUST 0.4%
Value $1.121M Shares 18,366 Est. Cost $39.73 Unrealized
IWD ISHARES TR 0.4%
Value $1.119M Shares 5,321 Est. Cost $185.13 Unrealized
IYK ISHARES TR 0.4%
Value $1.078M Shares 16,104 Est. Cost $89.72 Unrealized
VFH VANGUARD WORLD FD 0.4%
Value $1.072M Shares 8,032 Est. Cost $129.48 Unrealized
VCR VANGUARD WORLD FD 0.4%
Value $1.072M Shares 2,721 Est. Cost $264.06 Unrealized
WMT WALMART INC 0.4%
Value $1.06M Shares 9,517 Est. Cost $74.89 Unrealized +43.1%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $1.03M Shares 3,508 Est. Cost $180.50 Unrealized +59.8%
IXN ISHARES TR 0.4%
Value $998K Shares 9,500 Est. Cost $87.36 Unrealized
QTUM ETF SER SOLUTIONS 0.4%
Value $982K Shares 8,958 Est. Cost $95.23 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.4%
Value $973K Shares 4,331 Est. Cost $97.48 Unrealized
IGF ISHARES TR 0.3%
Value $956K Shares 15,584 Est. Cost $59.81 Unrealized
SMH VANECK ETF TRUST 0.3%
Value $946K Shares 2,626 Est. Cost $210.04 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value $913K Shares 21,396 Est. Cost $57.46 Unrealized
DXJ WISDOMTREE TR 0.3%
Value $904K Shares 6,271 Est. Cost $109.86 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $896K Shares 2,965 Est. Cost $233.92 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $889K Shares 5,560 Est. Cost $73.43 Unrealized
IWP ISHARES TR 0.3%
Value $862K Shares 6,298 Est. Cost $106.03 Unrealized
XAR SPDR SERIES TRUST 0.3%
Value $828K Shares 3,433 Est. Cost $223.19 Unrealized
IWS ISHARES TR 0.3%
Value $795K Shares 5,635 Est. Cost $118.40 Unrealized
FDHY FIDELITY COVINGTON TRUST 0.3%
Value $793K Shares 16,082 Est. Cost $45.01 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.3%
Value $784K Shares 7,273 Est. Cost $64.81 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.3%
Value $780K Shares 7,544 Est. Cost $76.49 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.3%
Value $778K Shares 7,616 Est. Cost $69.68 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value $774K Shares 2,595 Est. Cost $177.82 Unrealized
ORCL ORACLE CORP 0.3%
Value $772K Shares 3,960 Est. Cost $82.07 Unrealized +190.1%
HD HOME DEPOT INC 0.3%
Value $738K Shares 2,146 Est. Cost $265.85 Unrealized +37.1%
JPM JPMORGAN CHASE & CO. 0.3%
Value $723K Shares 2,245 Est. Cost $200.86 Unrealized +54.1%
XOM EXXON MOBIL CORP 0.3%
Value $723K Shares 6,007 Est. Cost $105.36 Unrealized +9.6%
QTEC FIRST TR EXCHANGE-TRADED FD 0.3%
Value $703K Shares 3,053 Est. Cost $100.11 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value $700K Shares 1,697 Est. Cost $167.70 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $695K Shares 2,694 Est. Cost $220.62 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.2%
Value $690K Shares 7,566 Est. Cost $52.40 Unrealized
META META PLATFORMS INC 0.2%
Value $676K Shares 1,024 Est. Cost $259.82 Unrealized +156.8%
USMV ISHARES TR 0.2%
Value $615K Shares 6,530 Est. Cost $67.67 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.2%
Value $602K Shares 12,552 Est. Cost $47.93 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value $592K Shares 2,797 Est. Cost $177.19 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value $561K Shares 2,937 Est. Cost $139.13 Unrealized
IYJ ISHARES TR 0.2%
Value $548K Shares 3,698 Est. Cost $132.33 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value $530K Shares 10,369 Est. Cost $50.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $508K Shares 6,367 Est. Cost $76.60 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $507K Shares 2,451 Est. Cost $121.47 Unrealized +62.2%
APO APOLLO GLOBAL MGMT INC 0.2%
Value $507K Shares 3,500 Est. Cost $56.25 Unrealized +135.7%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value $492K Shares 10,000 Est. Cost $44.75 Unrealized
IWN ISHARES TR 0.2%
Value $482K Shares 2,659 Est. Cost $157.73 Unrealized
CAT CATERPILLAR INC 0.2%
Value $482K Shares 841 Est. Cost $249.85 Unrealized +122.3%
IYF ISHARES TR 0.2%
Value $479K Shares 3,715 Est. Cost $91.58 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value $476K Shares 3,657 Est. Cost $67.15 Unrealized
DTCR GLOBAL X FDS 0.2%
Value $453K Shares 21,471 Est. Cost $20.77 Unrealized
NFLX NETFLIX INC 0.2%
Value $449K Shares 4,790 Est. Cost $100.41 Unrealized +7.4%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value $448K Shares 7,476 Est. Cost $58.58 Unrealized
XSD SPDR SERIES TRUST 0.2%
Value $444K Shares 1,380 Est. Cost $157.43 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value $441K Shares 3,974 Est. Cost $106.04 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value $423K Shares 5,916 Est. Cost $53.17 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.2%
Value $417K Shares 6,250 Est. Cost $46.20 Unrealized
BILS SPDR SERIES TRUST 0.1%
Value $404K Shares 4,070 Est. Cost $99.33 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value $392K Shares 13,498 Est. Cost $53.67 Unrealized
EMXC ISHARES INC 0.1%
Value $386K Shares 5,305 Est. Cost $57.66 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value $385K Shares 2,078 Est. Cost $188.98 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $381K Shares 9,311 Est. Cost $31.99 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value $372K Shares 10,388 Est. Cost $30.91 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $355K Shares 7,700 Est. Cost $34.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $347K Shares 691 Est. Cost $225.87 Unrealized +120.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $346K Shares 1,169 Est. Cost $216.31 Unrealized +38.1%
ESGV VANGUARD WORLD FD 0.1%
Value $339K Shares 2,805 Est. Cost $73.04 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value $327K Shares 13,000 Est. Cost $25.47 Unrealized
HYS PIMCO ETF TR 0.1%
Value $324K Shares 3,420 Est. Cost $90.34 Unrealized
IYM ISHARES TR 0.1%
Value $324K Shares 2,104 Est. Cost $125.62 Unrealized
IXJ ISHARES TR 0.1%
Value $321K Shares 3,295 Est. Cost $84.44 Unrealized
MFS CHARTER INCOME TR 0.1%
Value $319K Shares 50,892 Est. Cost $8.26 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value $316K Shares 7,651 Est. Cost $43.05 Unrealized
VCRB VANGUARD MALVERN FDS 0.1%
Value $312K Shares 4,008 Est. Cost $78.29 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value $304K Shares 2,905 Est. Cost $67.48 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $290K Shares 12,677 Est. Cost $22.54 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $278K Shares 1,009 Est. Cost $169.71 Unrealized +52.6%
VTI VANGUARD INDEX FDS 0.1%
Value $270K Shares 807 Est. Cost $328.07 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value $269K Shares 4,425 Est. Cost $50.65 Unrealized
CRM SALESFORCE INC 0.1%
Value $268K Shares 1,010 Est. Cost $180.33 Unrealized +37.6%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value $267K Shares 28,009 Est. Cost $8.78 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value $259K Shares 14,213 Est. Cost $18.22 Unrealized
BOND PIMCO ETF TR 0.1%
Value $255K Shares 2,741 Est. Cost $91.08 Unrealized
PYLD PIMCO ETF TR 0.1%
Value $255K Shares 9,542 Est. Cost $26.68 Unrealized
MCD MCDONALDS CORP 0.1%
Value $247K Shares 809 Est. Cost $247.80 Unrealized +23.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value $245K Shares 3,108 Est. Cost $78.67 Unrealized
XRT SPDR SERIES TRUST 0.1%
Value $226K Shares 2,650 Est. Cost $72.32 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $224K Shares 2,451 Est. Cost $91.76 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value $223K Shares 3,700 Est. Cost $56.06 Unrealized
PAVE GLOBAL X FDS 0.1%
Value $218K Shares 4,570 Est. Cost $39.70 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $216K Shares 5,400 Est. Cost $38.29 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value $212K Shares 3,960 Est. Cost $52.25 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $207K Shares 3,652 Est. Cost $55.33 Unrealized
IJS ISHARES TR 0.1%
Value $205K Shares 1,799 Est. Cost $113.75 Unrealized
SO SOUTHERN CO 0.1%
Value $201K Shares 2,300 Est. Cost $84.25 Unrealized +7.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value $200K Shares 4,478 Est. Cost $83.82 Unrealized