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CIK: 0001800533
Total reported value
$101.9M
$101.9M
59 檔
32.7%
At the close of Q1 2026, Lionsbridge Wealth Management LLC disclosed equity holdings valued at approximately $101.9M, spread across 59 reported holdings.
Lionsbridge Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 5 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 13.06% | -6.78% | — | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 6.64% | -0.42% | +1.90% | |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 5.17% | +0.38% | -17.80% | |
| 4 | PWR | Quanta Services Inc | Stock-Industrials | 4.98% | +1.07% | +1.96% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.67% | -0.22% | -1.21% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.03% | -0.57% | -1.46% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.82% | -0.02% | -1.39% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.47% | -0.13% | -3.85% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.39% | +0.26% | -17.30% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.38% | +0.05% | -27.11% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.37% | +0.14% | -15.56% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.36% | +0.12% | -18.19% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.36% | +0.02% | -20.59% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.33% | -0.16% | -2.87% | |
| 15 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 2.24% | -0.24% | +0.99% | |
| 16 | COP | Conocophillips | Stock-Energy | 2.22% | -0.96% | +0.81% | |
| 17 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 2.17% | -0.16% | -5.86% | |
| 18 | WULF | Terawulf Inc | Stock-Financials | 2.12% | +1.65% | -0.21% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.00% | -0.67% | -1.66% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.80% | -0.14% | +2.29% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.10% | -2.46% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.02% | +16.65% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.67% | +0.10% | -5.52% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.65% | -0.11% | -2.25% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.06% | +2.08% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.48% | +0.13% | +0.39% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.08% | +3.20% | |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.27% | -0.27% | — | |
| 29 | SH | Proshares Short S&p500 | ETF-Other | 1.19% | -1.19% | EXIT | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.18% | +0.13% | -53.92% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.32% | -1.53% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.07% | -0.34% | -2.04% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.59% | -2.14% | |
| 34 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.06% | -0.06% | +2.15% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.05% | -0.05% | +2.18% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.01% | -0.55% | -31.38% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.86% | -0.01% | -48.73% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | -0.36% | +1.07% | |
| 39 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.73% | -0.08% | +1.45% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.70% | +0.08% | +0.28% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.62% | -0.05% | +0.22% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.62% | -0.02% | -41.37% | |
| 43 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.61% | -0.03% | -48.51% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.59% | EXIT | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.41% | -0.41% | EXIT | |
| 46 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.40% | -0.04% | +0.75% | |
| 47 | EQT | Eqt CORP | Stock-Energy | 0.40% | -0.40% | EXIT | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.37% | -0.03% | +1.62% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.36% | +0.03% | +31.95% | |
| 50 | IREN | IREN Limited | Stock-Other | 0.35% | +0.07% | +2.82% |
According to official SEC Form 13F filings, Lionsbridge Wealth Management LLC reported a total U.S. public equity portfolio value of $101.9M across 59 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, JPIE, GRNY) accounted for 32.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIL
市值: $13.0M
Top Position Liquidated / Trimmed
SPMO
前期市值: $3.8M
During Q1 2026, Lionsbridge Wealth Management LLC's top holdings by market value included BIL (13.1%)、JPIE (6.6%)、GRNY (5.2%). The largest single position, BIL, represented 13.1% of total portfolio value.
In Q1 2026, Lionsbridge Wealth Management LLC made 64 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 28 holdings, and fully liquidating 5 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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