Lionsbridge Wealth Management

Lionsbridge Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Lionsbridge Wealth Management

Lionsbridge Wealth Management holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Income Etf (JPIE) 6.6 $6.5M 141k 46.29
Tidal Trust I Fundstrat Granny (GRNY) 6.6 $6.5M 262k 24.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.8 $3.8M 32k 119.32
Quanta Services (PWR) 3.8 $3.7M 8.8k 422.06
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.8 $3.7M 79k 47.35
Select Sector Spdr Tr State Street Fin (XLF) 3.3 $3.3M 60k 54.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.3 $3.2M 17k 191.56
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.1 $3.0M 29k 103.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.0 $3.0M 6.2k 480.57
Spdr Gold Tr Gold Shs (GLD) 2.9 $2.8M 7.1k 396.31
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $2.8M 23k 120.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.8 $2.7M 4.5k 603.28
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $2.6M 12k 209.12
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $2.6M 26k 99.88
Ssga Active Etf Tr State Street Dou (TOTL) 2.4 $2.4M 60k 40.25
Wisdomtree Tr Bianco Totl Retu (WTBN) 2.3 $2.3M 91k 25.45
Ishares Tr Msci Eafe Etf (EFA) 2.2 $2.2M 23k 96.03
Apple (AAPL) 1.9 $1.9M 7.0k 271.86
Listed Fds Tr Horizon Kinetics (INFL) 1.9 $1.9M 43k 44.46
Vaneck Etf Trust Gold Miners Etf (GDX) 1.9 $1.9M 22k 85.77
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 1.9 $1.8M 36k 50.77
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.8 $1.8M 9.1k 198.62
Pimco Etf Tr Active Bd Etf (BOND) 1.7 $1.7M 18k 93.08
Terawulf (WULF) 1.7 $1.7M 146k 11.49
Microsoft Corporation (MSFT) 1.7 $1.7M 3.5k 483.69
JPMorgan Chase & Co. (JPM) 1.7 $1.7M 5.2k 322.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $1.6M 22k 75.44
Select Sector Spdr Tr State Street Uti (XLU) 1.6 $1.6M 38k 42.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $1.6M 2.3k 681.92
ConocoPhillips (COP) 1.6 $1.6M 17k 93.61
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $1.5M 25k 60.81
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.5 $1.5M 23k 66.43
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.2M 3.8k 313.00
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 1.2 $1.2M 23k 50.47
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.1 $1.1M 15k 74.88
Ishares Tr Ultra Short Dur (ICSH) 1.1 $1.1M 22k 50.58
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.1 $1.1M 21k 50.25
Pimco Etf Tr Multisector Bd (PYLD) 1.1 $1.0M 39k 26.68
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.1 $1.0M 20k 52.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $974k 3.2k 303.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $756k 13k 57.24
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.8 $745k 8.3k 90.07
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $667k 6.6k 100.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $665k 12k 54.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $647k 13k 50.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $594k 9.9k 60.17
Texas Pacific Land Corp (TPL) 0.4 $436k 1.5k 287.22
Constellation Energy (CEG) 0.4 $385k 1.1k 353.27
Vaneck Etf Trust Uranium And Nucl (NLR) 0.4 $375k 3.0k 124.20
Iren Ordinary Shares (IREN) 0.4 $370k 9.8k 37.77
Pacer Fds Tr Developed Mrkt (ICOW) 0.4 $360k 9.3k 38.68
Vistra Energy (VST) 0.3 $334k 2.1k 161.33
EQT Corporation (EQT) 0.3 $328k 6.1k 53.60
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.3 $299k 12k 25.82
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $296k 4.9k 60.53
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $279k 5.4k 51.12