Stonebridge Financial Planning Group, LLC

RIA/Wealth

Stonebridge Financial Planning Group, LLC is a RIA/Wealth based in Bellingham, WA led by Dianne Marie Webb, reporting $281.0M in AUM as of Q3 2025 with 83% ETF concentration.

PresidentDianne Marie Webb

Portfolio Value: $266.3M
Positions: 171
Top Holding: IWY at 6.42%
Last Reported: Q3 2025

Address11 Bellwether Way, Suite 301, Bellingham, WA, 98225-2956, United States

Top Holdings

Largest long holdings in Stonebridge Financial Planning Group, LLC's portfolio (28.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell Top 200 Growth IWY	ETF ETF	$17.1M	6.42%	+$219.5K Bought	— 62.5K shares	Q4 2019 Held for 5y 11m
2 iShares U.S. Technology IYW	ETF ETF	$11.9M	4.46%	-$149.4K Sold	— 60.6K shares	Q4 2019 Held for 5y 11m
3 SPHQ Invesco S&P 500 Quality ETF SPHQ	ETF ETF	$9.0M	3.36%	+$119.5K Bought	— 122.2K shares	Q4 2019 Held for 5y 11m
4 iShares Core Dividend Growth DGRO	ETF ETF	$7.9M	2.97%	+$427.7K Bought	— 116.3K shares	Q3 2020 Held for 5y 2m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$6.2M	2.32%	-$153.9K Sold	— 9.2K shares	Q4 2019 Held for 5y 11m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.2M	1.96%	-$13.0K Sold	0.00% 23.8K shares	Q4 2019 Held for 5y 11m
7 Nvidia NVDA	Semiconductors Technology	$5.2M	1.95%	+$43.8K Bought	0.00% 27.9K shares	Q1 2023 Held for 2y 8m
8 iShares Core S&P U.S. Growth IUSG	ETF ETF	$5.0M	1.88%	-$2.1K Sold	— 30.4K shares	Q4 2019 Held for 5y 11m
9 SPDR Portfolio High Yield Bond SPHY	ETF ETF	$4.8M	1.82%	+$1.7M Bought	— 202.1K shares	Q3 2022 Held for 3y 2m
10 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$4.6M	1.72%	+$1.0M Bought	— 54.4K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stonebridge Financial Planning Group, LLC's latest filing

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Market Value

$266.3M

Prior: $239.5M

Q/Q Change

+11.19%

+$26.8M

Net Flows % of MV

+4.03%

Turnover Ratio

5.29%

New Purchases

6 stocks

$2.7M

Added To

70 stocks

+$16.2M

Sold Out Of

5 stocks

$1.1M

Reduced Holdings

71 stocks

-$7.0M

Increased Positions

Position	Shares Δ	Change
1 VPLS Vanguard Core Plus Bond VPLS	New	0 → 12.7K +$1.0M
2 Janus Henderson AAA CLO JAAA	New	0 → 15.7K +$795.0K
3 VCRB Vanguard Core Bond VCRB	New	0 → 3.0K +$238.6K
4 Global X Data Center & Digital Infrastructure DTCR	New	0 → 11.4K +$234.4K
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	New	0 → 3.7K +$202.1K

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	745.0 → 0 −$232.4K
2 Cigna CI	Sold	686.0 → 0 −$226.8K
3 XMAY FT Vest U.S. Equity Enhance & Moderate Buffer ETF XMAY	Sold	6.7K → 0 −$224.5K
4 iShares S&P Small-Cap 600 Value IJS	Sold	2.2K → 0 −$217.8K
5 iShares 0-3 Month Treasury Bond SGOV	Sold	2.0K → 0 −$201.4K