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CIK: 0001800533
Total reported value
$101.9M
$101.9M
58 檔
23.9%
According to the latest 13F quarterly dataset, Lionsbridge Wealth Management LLC managed an equity portfolio of $101.9M at the end of Q3 2025, spanning 58 distinct U.S. exchange-listed positions.
In Q3 2025, Lionsbridge Wealth Management LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 6.40% | -0.42% | +1.68% | |
| 2 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 5.93% | +0.38% | +29.57% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 4.42% | +0.97% | NEW | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 3.64% | +1.07% | +0.22% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.59% | -0.22% | -38.23% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.55% | +0.05% | +65.45% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.26% | +0.26% | +48.06% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.21% | +0.14% | +52.17% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.19% | +0.02% | +1.81% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.78% | -0.02% | +1.07% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.56% | -0.13% | -61.30% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.55% | +0.13% | +69.98% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.55% | -0.57% | +3.15% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.30% | -0.16% | -3.89% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.28% | +0.13% | +43.67% | |
| 16 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 2.20% | -0.16% | -4.02% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.08% | — | +1.78% | |
| 18 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.88% | -0.24% | +2.20% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.80% | -0.36% | +161.33% | |
| 20 | WULF | Terawulf Inc | Stock-Financials | 1.79% | +1.65% | +25.32% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.10% | +0.38% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.08% | +0.03% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.76% | +0.10% | +1.22% | |
| 24 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.75% | — | -3.98% | |
| 25 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.75% | -0.55% | +146.73% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.74% | -0.67% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.64% | -0.14% | +2.20% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | +0.06% | +1.46% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.60% | -0.11% | -2.76% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.55% | -0.96% | +1.85% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.54% | +0.12% | +0.99% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.49% | -0.01% | +1.25% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.26% | -6.78% | — | |
| 34 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.26% | -0.06% | +23.21% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.25% | -0.05% | +23.49% | |
| 36 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.23% | -0.03% | -20.57% | |
| 37 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.14% | -0.34% | -29.46% | |
| 38 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.11% | -0.02% | -22.55% | |
| 39 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.07% | — | +1.67% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.59% | -3.45% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.32% | -2.21% | |
| 42 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.75% | — | — | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.73% | — | -30.31% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | -0.59% | EXIT | |
| 45 | IREN | IREN Limited | Stock-Other | 0.65% | +0.07% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | +0.08% | +0.63% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.02% | -76.52% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | -0.05% | +1.57% | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.47% | -0.08% | +3.86% | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.40% | -0.41% | EXIT |
According to official SEC Form 13F filings, Lionsbridge Wealth Management LLC reported a total U.S. public equity portfolio value of $101.9M across 58 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPIE, GRNY, SPMO) accounted for 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRNY
市值: $6.0M
Top Position Liquidated / Trimmed
HEQT
前期市值: $4.7M
During Q3 2025, Lionsbridge Wealth Management LLC's top holdings by market value included JPIE (6.4%)、GRNY (5.9%)、SPMO (4.4%). The largest single position, JPIE, represented 6.4% of total portfolio value.
In Q3 2025, Lionsbridge Wealth Management LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 17 holdings, and fully liquidating 12 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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