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CIK: 0001800533
Total reported value
$101.9M
$101.9M
56 檔
23.8%
During the Q4 2025 filing period, Lionsbridge Wealth Management LLC (CIK: 0001800533) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $101.9M across 56 reported positions.
In Q4 2025, Lionsbridge Wealth Management LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 6.58% | -0.42% | +0.40% | |
| 2 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 6.56% | +0.38% | +8.79% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.84% | +0.97% | NEW | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 3.78% | +1.07% | -0.77% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.76% | -0.22% | +2.48% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 3.32% | +0.02% | -0.24% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.29% | +0.05% | -10.83% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.08% | -0.02% | +3.23% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.02% | +0.12% | +84.14% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.85% | -0.57% | -2.28% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.82% | +0.26% | -16.70% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.77% | +0.14% | -17.00% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.61% | +0.13% | -0.27% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.60% | -0.13% | -0.49% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.44% | -0.16% | +4.30% | |
| 16 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 2.34% | -0.16% | +4.45% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.19% | — | -0.44% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.10% | -1.23% | |
| 19 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.91% | -0.24% | -0.41% | |
| 20 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.91% | -0.67% | -4.86% | |
| 21 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.87% | — | +4.46% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.84% | +0.10% | -0.34% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.71% | -0.11% | +4.87% | |
| 24 | WULF | Terawulf Inc | Stock-Financials | 1.70% | +1.65% | -8.20% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.08% | -0.46% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | +0.06% | -0.46% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.64% | -0.01% | +4.56% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.64% | -0.14% | +99.63% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.02% | +146.55% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.57% | -0.96% | -0.14% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.55% | +0.13% | -35.58% | |
| 32 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.53% | -0.55% | -16.33% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.59% | -2.12% | |
| 34 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.18% | -0.03% | -5.77% | |
| 35 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.11% | — | -0.20% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.10% | -0.34% | -5.84% | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.07% | -0.02% | -6.51% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.06% | -0.06% | -17.58% | |
| 39 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.05% | -0.05% | -17.56% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.32% | -0.84% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.36% | -58.61% | |
| 42 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.75% | — | -0.23% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.67% | — | -9.25% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | +0.08% | -0.46% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.59% | EXIT | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.05% | -0.22% | |
| 47 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.44% | -0.08% | +197.06% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.39% | -0.32% | EXIT | |
| 49 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.38% | -0.41% | EXIT | |
| 50 | IREN | IREN Limited | Stock-Other | 0.37% | +0.07% | -29.92% |
According to official SEC Form 13F filings, Lionsbridge Wealth Management LLC reported a total U.S. public equity portfolio value of $101.9M across 56 disclosed positions in Q4 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 23.8% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
BIL
前期市值: $1.3M
During Q4 2025, Lionsbridge Wealth Management LLC's top holdings by market value included JPIE (6.6%)、GRNY (6.6%)、SPMO (3.8%). The largest single position, JPIE, represented 6.6% of total portfolio value.
In Q4 2025, Lionsbridge Wealth Management LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 35 holdings, and fully liquidating 2 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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