SEC Form 13F

Stonebridge Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$111,696,738
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE TRUSFRFLOATNG RAT TREA$24,304,938482,720
WISDOMTREE TRDDLSDYNAMIC INTL SML$10,024,821227,568
WISDOMTREE TRDHSUS HIGH DIVIDEND$9,744,37985,714
WISDOMTREE TRDTHITL HIGH DIV FD$8,006,440147,966
WISDOMTREE TRDGSEMG MKTS SMCAP$7,631,866117,940
WISDOMTREE TRDEWGLB HIGH DIV FD$6,326,65292,101
WISDOMTREE TRDESUS SMALLCAP DIVD$5,966,536146,670
WISDOMTREE TRDEMEMER MKT HIGH FD$5,168,57496,088
WISDOMTREE TRDGRSUS S CAP QTY DIV$3,629,01061,142
ABBVIE INCABBVCOM$3,326,04013,217

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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