Stonebridge Financial Planning Group, LLC has disclosed its investment holdings in a recent filing, revealing a total value of $317.8 million as of September 30, 2026. This report is significant as it provides insights into the firm’s investment strategies and its positioning within the financial planning industry.

The filing, which is categorized under the 13F-HR form, shows that Stonebridge holds 184 different securities. This diverse portfolio includes substantial investments in well-known companies such as Amazon, Alphabet, and Apple, indicating a strategic focus on technology and consumer sectors.

Background

Stonebridge Financial Planning Group, LLC is a financial planning firm based in Orlando, Florida. The company operates under the Central Index Key (CIK) 0001802494 and has been active in filing various reports with the SEC, including its latest 13F-HR on November 6, 2026. The firm is primarily engaged in providing investment advice and financial planning services to its clients.

What the Filing Says

The recent filing states, "The report type is 13F HOLDINGS REPORT, and it includes a total of 184 table entries with a total value of $317,826,356." This highlights the firm’s extensive investment strategy and its commitment to transparency.

Impact

This filing may influence various stakeholders, including investors, financial analysts, and competitors in the financial planning industry. By disclosing its holdings, Stonebridge provides a benchmark for assessing its performance relative to other firms in the sector.

What's Next

The filing does not say what happens next.