Stonebridge Financial Planning Group, LLC Diversified Active

Location: Orlando, FL

CIK: 0001802494 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $272M (100.0% shares, 0.0% debt)

Holdings (171)

IWY ISHARES TR 5.5%
Value $14.9M Shares 59,896 Est. Cost $108.41 Unrealized
IYW ISHARES TR 3.7%
Value $9.961M Shares 54,905 Est. Cost $121.31 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 3.4%
Value $9.177M Shares 122,057 Est. Cost $50.94 Unrealized
DGRO ISHARES TR 3.2%
Value $8.737M Shares 124,487 Est. Cost $54.70 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 2.6%
Value $7.059M Shares 221,062 Est. Cost $29.21 Unrealized
SPHY SPDR SERIES TRUST 2.1%
Value $5.835M Shares 250,194 Est. Cost $23.47 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.1%
Value $5.678M Shares 88,606 Est. Cost $51.45 Unrealized
IVV ISHARES TR 2.0%
Value $5.533M Shares 8,470 Est. Cost $331.13 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.9%
Value $5.249M Shares 63,430 Est. Cost $81.58 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 1.8%
Value $4.936M Shares 146,163 Est. Cost $29.31 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value $4.896M Shares 28,071 Est. Cost $99.26 Unrealized +88.0%
AMZN AMAZON COM INC 1.8%
Value $4.858M Shares 23,328 Est. Cost $125.76 Unrealized +80.4%
RDVY FIRST TR EXCHANGE TRADED FD 1.8%
Value $4.778M Shares 69,981 Est. Cost $62.38 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 1.7%
Value $4.669M Shares 182,728 Est. Cost $24.61 Unrealized
IUSG ISHARES TR 1.6%
Value $4.414M Shares 28,459 Est. Cost $71.41 Unrealized
MOAT VANECK ETF TRUST 1.4%
Value $3.867M Shares 39,985 Est. Cost $88.72 Unrealized
IWF ISHARES TR 1.4%
Value $3.785M Shares 8,877 Est. Cost $253.49 Unrealized
DSTL ETF SER SOLUTIONS 1.4%
Value $3.769M Shares 65,123 Est. Cost $52.80 Unrealized
VUG VANGUARD INDEX FDS 1.3%
Value $3.636M Shares 8,325 Est. Cost $275.30 Unrealized
MINT PIMCO ETF TR 1.2%
Value $3.353M Shares 33,344 Est. Cost $99.96 Unrealized
VCRB VANGUARD MALVERN FDS 1.1%
Value $3.105M Shares 40,125 Est. Cost $77.47 Unrealized
AAPL APPLE INC 1.0%
Value $2.856M Shares 11,253 Est. Cost $116.27 Unrealized +126.0%
UCON FIRST TR EXCHNG TRADED FD VI 1.0%
Value $2.822M Shares 113,933 Est. Cost $24.95 Unrealized
VDC VANGUARD WORLD FD 1.0%
Value $2.744M Shares 12,217 Est. Cost $169.00 Unrealized
AIQ GLOBAL X FDS 1.0%
Value $2.743M Shares 58,775 Est. Cost $35.47 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value $2.73M Shares 88,983 Est. Cost $39.46 Unrealized
NLR VANECK ETF TRUST 1.0%
Value $2.638M Shares 19,805 Est. Cost $110.36 Unrealized
VGT VANGUARD WORLD FD 1.0%
Value $2.608M Shares 3,738 Est. Cost $258.12 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value $2.562M Shares 4,288 Est. Cost $414.37 Unrealized
SOXX ISHARES TR 0.9%
Value $2.374M Shares 7,223 Est. Cost $295.37 Unrealized
V VISA INC 0.9%
Value $2.346M Shares 7,763 Est. Cost $174.86 Unrealized +88.2%
MGV VANGUARD WORLD FD 0.9%
Value $2.317M Shares 15,981 Est. Cost $130.07 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.8%
Value $2.313M Shares 58,662 Est. Cost $34.19 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value $2.305M Shares 15,567 Est. Cost $127.59 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.8%
Value $2.292M Shares 47,063 Est. Cost $50.96 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value $2.189M Shares 7,624 Est. Cost $261.85 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.8%
Value $2.101M Shares 96,819 Est. Cost $21.20 Unrealized
VPLS VANGUARD MALVERN FDS 0.8%
Value $2.046M Shares 26,366 Est. Cost $78.29 Unrealized
JAAA JANUS DETROIT STR TR 0.7%
Value $2.01M Shares 39,910 Est. Cost $50.62 Unrealized
TECB ISHARES TR 0.7%
Value $2.009M Shares 36,204 Est. Cost $51.74 Unrealized
MSFT MICROSOFT CORP 0.7%
Value $1.95M Shares 5,268 Est. Cost $322.38 Unrealized +34.8%
IYC ISHARES TR 0.7%
Value $1.925M Shares 19,859 Est. Cost $107.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.7%
Value $1.904M Shares 17,469 Est. Cost $124.87 Unrealized
GOOG ALPHABET INC 0.7%
Value $1.883M Shares 6,563 Est. Cost $117.70 Unrealized +175.0%
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value $1.874M Shares 9,194 Est. Cost $148.10 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.7%
Value $1.832M Shares 17,765 Est. Cost $66.33 Unrealized
IAK ISHARES TR 0.7%
Value $1.814M Shares 14,138 Est. Cost $92.08 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.7%
Value $1.811M Shares 26,583 Est. Cost $53.93 Unrealized
IVE ISHARES TR 0.6%
Value $1.715M Shares 8,124 Est. Cost $136.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $1.69M Shares 31,267 Est. Cost $43.35 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.6%
Value $1.673M Shares 10,528 Est. Cost $82.03 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.6%
Value $1.644M Shares 14,842 Est. Cost $88.13 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.6%
Value $1.57M Shares 9,598 Est. Cost $125.51 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value $1.567M Shares 3,136 Est. Cost $277.50 Unrealized +94.3%
IGF ISHARES TR 0.6%
Value $1.499M Shares 22,380 Est. Cost $61.99 Unrealized
PYLD PIMCO ETF TR 0.5%
Value $1.481M Shares 56,538 Est. Cost $26.28 Unrealized
ARCC ARES CAPITAL CORP 0.5%
Value $1.477M Shares 81,975 Est. Cost $11.04 Unrealized +81.3%
FIDU FIDELITY COVINGTON TRUST 0.5%
Value $1.47M Shares 16,991 Est. Cost $55.85 Unrealized
SPYG SPDR SERIES TRUST 0.5%
Value $1.466M Shares 14,970 Est. Cost $55.81 Unrealized
EWJ ISHARES INC 0.5%
Value $1.466M Shares 17,356 Est. Cost $77.97 Unrealized
LLY ELI LILLY & CO 0.5%
Value $1.462M Shares 1,589 Est. Cost $636.00 Unrealized +64.6%
CLOI VANECK ETF TRUST 0.5%
Value $1.422M Shares 26,975 Est. Cost $52.94 Unrealized
IHI ISHARES TR 0.5%
Value $1.41M Shares 26,422 Est. Cost $97.44 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.5%
Value $1.409M Shares 15,026 Est. Cost $81.25 Unrealized
LQD ISHARES TR 0.5%
Value $1.378M Shares 12,645 Est. Cost $106.91 Unrealized
SDY SPDR SERIES TRUST 0.5%
Value $1.361M Shares 9,323 Est. Cost $108.60 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.356M Shares 6,970 Est. Cost $121.75 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.5%
Value $1.327M Shares 1,332 Est. Cost $740.07 Unrealized +30.2%
RTX RTX CORPORATION 0.5%
Value $1.258M Shares 6,522 Est. Cost $59.87 Unrealized +228.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.4%
Value $1.199M Shares 12,928 Est. Cost $74.98 Unrealized
WMT WALMART INC 0.4%
Value $1.184M Shares 9,526 Est. Cost $74.89 Unrealized +62.9%
IWD ISHARES TR 0.4%
Value $1.138M Shares 5,325 Est. Cost $185.13 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $1.118M Shares 3,238 Est. Cost $180.50 Unrealized +90.1%
IYK ISHARES TR 0.4%
Value $1.111M Shares 15,859 Est. Cost $89.72 Unrealized
QTUM ETF SER SOLUTIONS 0.4%
Value $1.09M Shares 10,159 Est. Cost $96.65 Unrealized
SMOT VANECK ETF TRUST 0.4%
Value $1.086M Shares 30,849 Est. Cost $33.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value $1.082M Shares 7,380 Est. Cost $126.45 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value $1.064M Shares 23,186 Est. Cost $56.57 Unrealized
DXJ WISDOMTREE TR 0.4%
Value $1.06M Shares 6,685 Est. Cost $112.87 Unrealized
GOOGL ALPHABET INC 0.4%
Value $1.053M Shares 3,663 Est. Cost $112.40 Unrealized +187.6%
FDRR FIDELITY COVINGTON TRUST 0.4%
Value $1.04M Shares 17,694 Est. Cost $39.73 Unrealized
SMH VANECK ETF TRUST 0.4%
Value $1.035M Shares 2,700 Est. Cost $214.80 Unrealized
IWO ISHARES TR 0.4%
Value $1.03M Shares 3,281 Est. Cost $271.02 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.024M Shares 6,036 Est. Cost $105.36 Unrealized +31.7%
XAR SPDR SERIES TRUST 0.4%
Value $991K Shares 3,902 Est. Cost $226.89 Unrealized
VCR VANGUARD WORLD FD 0.4%
Value $961K Shares 2,677 Est. Cost $264.06 Unrealized
VFH VANGUARD WORLD FD 0.4%
Value $960K Shares 7,942 Est. Cost $129.48 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $913K Shares 3,022 Est. Cost $235.21 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.3%
Value $908K Shares 4,364 Est. Cost $97.48 Unrealized
IXN ISHARES TR 0.3%
Value $900K Shares 9,002 Est. Cost $87.36 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $842K Shares 5,460 Est. Cost $73.43 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.3%
Value $840K Shares 17,664 Est. Cost $47.82 Unrealized
IWP ISHARES TR 0.3%
Value $817K Shares 6,379 Est. Cost $106.31 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.3%
Value $814K Shares 7,274 Est. Cost $64.81 Unrealized
DTCR GLOBAL X FDS 0.3%
Value $809K Shares 33,773 Est. Cost $21.93 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.3%
Value $789K Shares 7,344 Est. Cost $76.49 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value $787K Shares 2,520 Est. Cost $177.82 Unrealized
IWS ISHARES TR 0.3%
Value $781K Shares 5,356 Est. Cost $118.40 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $715K Shares 2,729 Est. Cost $221.15 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.3%
Value $692K Shares 7,415 Est. Cost $69.68 Unrealized
HD HOME DEPOT INC 0.2%
Value $680K Shares 2,068 Est. Cost $265.85 Unrealized +41.8%
FDHY FIDELITY COVINGTON TRUST 0.2%
Value $670K Shares 13,793 Est. Cost $45.01 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.2%
Value $648K Shares 7,166 Est. Cost $52.40 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.2%
Value $634K Shares 2,934 Est. Cost $100.11 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $631K Shares 2,145 Est. Cost $200.86 Unrealized +55.0%
VTV VANGUARD INDEX FDS 0.2%
Value $624K Shares 3,182 Est. Cost $143.52 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value $610K Shares 6,468 Est. Cost $94.24 Unrealized
USMV ISHARES TR 0.2%
Value $606K Shares 6,530 Est. Cost $67.67 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $602K Shares 2,464 Est. Cost $121.47 Unrealized +87.6%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $598K Shares 7,538 Est. Cost $77.02 Unrealized
CAT CATERPILLAR INC 0.2%
Value $592K Shares 836 Est. Cost $249.85 Unrealized +173.9%
MGK VANGUARD WORLD FD 0.2%
Value $590K Shares 1,607 Est. Cost $167.70 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value $586K Shares 2,696 Est. Cost $177.19 Unrealized
ORCL ORACLE CORP 0.2%
Value $583K Shares 3,961 Est. Cost $82.07 Unrealized +106.7%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $573K Shares 9,126 Est. Cost $89.88 Unrealized -4.5%
META META PLATFORMS INC 0.2%
Value $567K Shares 991 Est. Cost $259.82 Unrealized +152.3%
EMXC ISHARES INC 0.2%
Value $548K Shares 6,962 Est. Cost $62.66 Unrealized
IYJ ISHARES TR 0.2%
Value $546K Shares 3,699 Est. Cost $132.33 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value $506K Shares 2,555 Est. Cost $190.69 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.2%
Value $499K Shares 7,956 Est. Cost $55.61 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value $488K Shares 3,728 Est. Cost $120.88 Unrealized 0.0%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value $481K Shares 9,200 Est. Cost $44.75 Unrealized
IWN ISHARES TR 0.2%
Value $470K Shares 2,477 Est. Cost $157.73 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value $464K Shares 9,134 Est. Cost $50.31 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value $456K Shares 3,974 Est. Cost $106.04 Unrealized
XSD SPDR SERIES TRUST 0.2%
Value $450K Shares 1,380 Est. Cost $157.43 Unrealized
NFLX NETFLIX INC. 0.2%
Value $417K Shares 4,340 Est. Cost $100.41 Unrealized -16.5%
BILS SPDR SERIES TRUST 0.2%
Value $416K Shares 4,186 Est. Cost $99.34 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.1%
Value $404K Shares 6,250 Est. Cost $46.20 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.1%
Value $400K Shares 3,657 Est. Cost $67.15 Unrealized
IYF ISHARES TR 0.1%
Value $400K Shares 3,399 Est. Cost $91.58 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value $398K Shares 2,215 Est. Cost $179.86 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value $397K Shares 6,671 Est. Cost $58.58 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $395K Shares 1,009 Est. Cost $169.71 Unrealized +121.8%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $390K Shares 3,500 Est. Cost $56.25 Unrealized +137.2%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $375K Shares 9,311 Est. Cost $31.99 Unrealized
IYM ISHARES TR 0.1%
Value $370K Shares 2,105 Est. Cost $125.62 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value $368K Shares 12,477 Est. Cost $53.67 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value $367K Shares 10,388 Est. Cost $30.91 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $352K Shares 7,493 Est. Cost $34.74 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value $336K Shares 8,379 Est. Cost $42.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $326K Shares 680 Est. Cost $225.87 Unrealized +118.5%
EATON VANCE TAX ADVT DIV INC 0.1%
Value $319K Shares 13,000 Est. Cost $25.47 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value $315K Shares 2,805 Est. Cost $73.04 Unrealized
MFS CHARTER INCOME TR 0.1%
Value $310K Shares 51,149 Est. Cost $8.26 Unrealized
IXJ ISHARES TR 0.1%
Value $308K Shares 3,295 Est. Cost $84.44 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $295K Shares 1,425 Est. Cost $171.87 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.1%
Value $293K Shares 3,972 Est. Cost $73.44 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $286K Shares 12,684 Est. Cost $22.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $283K Shares 1,169 Est. Cost $216.31 Unrealized +31.3%
HYS PIMCO ETF TR 0.1%
Value $283K Shares 3,035 Est. Cost $90.34 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value $282K Shares 2,714 Est. Cost $67.48 Unrealized
IGSB ISHARES TR 0.1%
Value $274K Shares 5,217 Est. Cost $52.56 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $259K Shares 807 Est. Cost $328.07 Unrealized
IAGG ISHARES TR 0.1%
Value $257K Shares 5,142 Est. Cost $50.04 Unrealized
MCD MCDONALDS CORP 0.1%
Value $254K Shares 817 Est. Cost $247.80 Unrealized +28.0%
BOND PIMCO ETF TR 0.1%
Value $253K Shares 2,741 Est. Cost $91.08 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value $252K Shares 14,213 Est. Cost $18.22 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value $243K Shares 28,074 Est. Cost $8.78 Unrealized
FXG FIRST TR EXCHANGE-TRADED FD 0.1%
Value $239K Shares 3,750 Est. Cost $50.65 Unrealized
PAVE GLOBAL X FDS 0.1%
Value $237K Shares 4,669 Est. Cost $39.93 Unrealized
SO SOUTHERN CO 0.1%
Value $223K Shares 2,313 Est. Cost $84.25 Unrealized +6.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value $222K Shares 3,630 Est. Cost $83.82 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $222K Shares 3,719 Est. Cost $59.78 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $219K Shares 5,400 Est. Cost $38.29 Unrealized
BUFX FIRST TR EXCHNG TRADED FD VI 0.1%
Value $211K Shares 9,982 Est. Cost $21.10 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value $209K Shares 3,960 Est. Cost $52.25 Unrealized
FXO FIRST TR EXCHANGE-TRADED FD 0.1%
Value $208K Shares 3,700 Est. Cost $56.06 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $207K Shares 4,080 Est. Cost $50.80 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $207K Shares 3,652 Est. Cost $55.33 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $202K Shares 1,263 Est. Cost $172.15 Unrealized 0.0%