13F Insight
DOSSIER · 13F-HR · Q2 2026

Lionsbridge Wealth Management LLC

$102M in tracked AUM across 68 positions as of Q2 2026.

LW
CIK 0001800533 · last filed Jun 30, 2026
Total AUM
$102M
as of Q2 2026
Holdings
68
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lionsbridge Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
$6M70K6.3%02
JPIE
JPMORGAN INCOME ETF
$6M138K6.2%03
PWR
QUANTA SVCS INC COM
$6M9K6.0%04
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$6M204K5.5%05
WULF
TERAWULF INC COM
$4M155K3.8%06
JCPB
JPMORGAN CORE PLUS BOND ETF
$4M75K3.4%07
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
$3M27K2.8%08
IJR
ISHARES S&P SMALLCAP 600 ETF
$3M18K2.7%09
MDY
S & P MID CAP 400 DEP RCPTS MID CAP
$3M4K2.5%10
DIA
SPDR DOW JONES INDUSTRIAL ETF
$3M5K2.5%

Filing history

2026Q2Jun 30
$102M▲ 2.5%
68 positionsView →2026Q1Mar 31
$99M▲ 0.6%
59 positionsView →2025Q4Dec 31
$99M▲ 50.6%
56 positionsView →2025Q3Sep 30
$66M▼ 34.7%
42 positionsView →2025Q2Jun 30
$100M▲ 27.6%
58 positionsLocked2025Q1Mar 31
$79M▼ 33.9%
40 positionsLocked2024Q4Dec 31
$119M▼ 5.9%
61 positionsLocked2024Q3Sep 30
$127M▲ 1.4%
68 positionsLocked2024Q2Jun 30
$125M▼ 3.4%
57 positionsLocked2024Q1Mar 31
$129M▲ 3.3%
54 positionsLocked2023Q4Dec 31
$125M▲ 18.6%
52 positionsLocked2023Q3Sep 30
$105M▼ 5.7%
46 positionsLocked
Showing 12 of 27