SEC Form 13F · Q1 2026

Stonebridge Wealth Management, LLC

Institutional Holdings Report

13F-HRIL
$104.3M
Portfolio Value
36
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Stonebridge Wealth Management, LLC
CIK
2082460
Accession No.
0001754960-26-000270
Location
OAK BROOK, IL
Form Type
13F-HR
Portfolio Value
$104.3M
Holdings Reported
36
Reporting Period
Q1 2026
Filed
April 17, 2026

About this Filing

Stonebridge Wealth Management, LLC is an institutional investment manager based in OAK BROOK, IL reporting approximately $104.3M in 13(f) securities across 36 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.