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Manager record

Stonebridge Wealth Management, LLC

Oak Brook, IL · CIK 2082460 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$112.39MReported 13F valueQ3 2026 · as filed
35Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $106.0M$106.0MQ2 202533 holdingsQ3 2025: $116.6M$116.6MQ3 202536 holdingsQ4 2025: $105.9M$105.9MQ4 202538 holdingsQ1 2026: $104.3M$104.3MQ1 202636 holdingsQ2 2026: $111.7M$111.7MQ2 202637 holdingsQ3 2026: $112.4M$112.4MQ3 202635 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$112.39M · 35 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$111.70M · 37 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$104.34M · 36 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$105.85M · 38 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$116.56M · 36 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR · period Q2 2025

$106.02M · 33 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology