Lionsbridge Wealth Management LLC

DOSSIER · 13F-HR · Q1 2026

Lionsbridge Wealth Management LLC

$99M in tracked AUM across 59 positions as of Q1 2026.

LW

CIK 0001800533 · last filed Mar 31, 2026

Total AUM

$99M

as of Q1 2026

Holdings

59

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Lionsbridge Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BIL

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$13M142K13.1%02

JPIE

JPMORGAN INCOME ETF

$7M143K6.6%03

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

$5M215K5.2%04

PWR

QUANTA SVCS INC COM

$5M9K5.0%05

JCPB

JPMORGAN CORE PLUS BOND ETF

$4M78K3.7%06

GLD

SPDR GOLD ETF

$3M7K3.0%07

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

$3M29K2.8%08

AGG

ISHARES AGGREGATE BOND ETF

$2M25K2.5%09

IJR

ISHARES S&P SMALLCAP 600 ETF

$2M19K2.4%10

RSP

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT