Stonebridge Wealth Management LLC Investment Activity Q1 2026: Significant Changes Observed
This quarter, Stonebridge Wealth Management LLC significantly increased its holdings in WisdomTree ETFs USFR and DES while reducing DGRS. The firm also initiated a new position with USIO INC.
Stonebridge Wealth Management LLC has made several notable changes to its portfolio during the first quarter of 2026, as reported on InsiderSet. The firm's investment strategy appears focused on specific exchange-traded funds (ETFs) and a new equity position.
Among the most significant actions this quarter, Stonebridge Wealth Management LLC increased its stake in WisdomTree TR ETF USFR by approximately 4.26% compared to the previous period. This translates to an additional 19,719 shares valued at around $2 million, boosting its portfolio allocation for this fund from a prior level to USFR's current 21.76%.
Similarly, the investor significantly boosted holdings in WisdomTree TR ETF DES by about 4.3%, adding roughly 6,053 shares worth approximately $0.6 million. This increased its portfolio weight for DES from a prior allocation to the current level of DES's 5.34%.
In contrast, Stonebridge Wealth Management LLC reduced its position in WisdomTree TR ETF DGRS by approximately 7.76%. This involved selling about 5,147 shares, which decreased the fund's value and portfolio allocation to just 3.25% for this holding.
The firm also initiated a new position with USIO INC (USIO). The disclosure shows that Stonebridge Wealth Management LLC purchased all 177,084 shares of this stock in the current period, indicating a fresh investment. This action adds to the investor's Technology sector exposure via an equity holding.
Furthermore, while not drastically changing existing positions, Stonebridge also increased its stake in WisdomTree TR ETF DDLS by about 2.24%, adding roughly 4,983 shares worth approximately $0.5 million to this position.