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CIK: 0001800533
Total reported value
$101.9M
$101.9M
60 檔
31.0%
As reported in its official Q1 2025 Form 13F filing, Lionsbridge Wealth Management LLC's tracked investment portfolio stood at $101.9M with 60 total positions.
In Q1 2025, Lionsbridge Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.52% | -6.78% | +61.81% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.69% | -0.13% | -13.05% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 5.48% | -0.42% | -12.05% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.01% | -0.22% | -10.98% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.38% | -0.36% | -6.72% | |
| 6 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 4.18% | — | -6.34% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 3.82% | -0.55% | -5.94% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.66% | +0.10% | +77.21% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.47% | — | +84.12% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.08% | — | -8.57% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.88% | -0.14% | +83.37% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.67% | +0.02% | -18.40% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.24% | -0.02% | -18.44% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.19% | -0.05% | -18.18% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 2.03% | +1.07% | -17.49% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.87% | -0.57% | -13.64% | |
| 17 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.86% | — | -19.23% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.85% | +0.12% | +68.15% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.85% | +0.05% | +73.03% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.65% | +0.14% | -8.77% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.56% | -0.34% | -40.45% | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.55% | -0.03% | -40.61% | |
| 23 | COP | Conocophillips | Stock-Energy | 1.54% | -0.96% | -15.24% | |
| 24 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.53% | -0.24% | -15.97% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.51% | +0.26% | +16.32% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.42% | +0.10% | -17.25% | |
| 27 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.42% | — | -20.20% | |
| 28 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.37% | -0.02% | -47.46% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 1.31% | — | -18.55% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.21% | -0.16% | +89.95% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.20% | +0.13% | -16.96% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.08% | -17.04% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | +0.06% | -17.56% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | — | -16.32% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.95% | — | -16.36% | |
| 36 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.88% | -0.06% | -10.38% | |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.87% | -0.05% | -10.21% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.02% | -27.50% | |
| 39 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.81% | — | -13.55% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.81% | — | -9.84% | |
| 41 | CEFS | Saba Closed End Funds ETF | ETF-Other | 0.75% | — | -11.42% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.72% | +0.08% | -15.92% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.70% | +0.13% | -13.38% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.66% | — | +30.02% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.59% | EXIT | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | -0.01% | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.60% | — | -15.24% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.59% | -0.08% | -20.16% | |
| 49 | BRTR | Ishares Total Return Act ETF | ETF-Other | 0.54% | — | -9.30% | |
| 50 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.46% | -0.16% | -8.66% |
According to official SEC Form 13F filings, Lionsbridge Wealth Management LLC reported a total U.S. public equity portfolio value of $101.9M across 60 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, AGG, JPIE) accounted for 31.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $8.5M
During Q1 2025, Lionsbridge Wealth Management LLC's top holdings by market value included BIL (7.5%)、AGG (5.7%)、JPIE (5.5%). The largest single position, BIL, represented 7.5% of total portfolio value.
In Q1 2025, Lionsbridge Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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