Lionsbridge Wealth Management

Lionsbridge Wealth Management as of March 31, 2026

Portfolio Holdings for Lionsbridge Wealth Management

Lionsbridge Wealth Management holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Etf (BIL) 13.1 $13M 142k 91.64
Jpmorgan Income Etf Etf (JPIE) 6.6 $6.6M 143k 46.07
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 5.2 $5.1M 215k 23.87
Quanta Svcs Stock (PWR) 5.0 $5.0M 9.0k 549.02
Jpmorgan Core Plus Bond Etf Etf (JCPB) 3.7 $3.7M 78k 47.08
Spdr Gold Etf Etf (GLD) 3.0 $3.0M 7.0k 430.29
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 2.8 $2.8M 29k 96.70
Ishares Aggregate Bond Etf Etf (AGG) 2.5 $2.5M 25k 99.27
Ishares S&p Smallcap 600 Etf Etf (IJR) 2.4 $2.4M 19k 124.31
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 2.4 $2.4M 12k 191.92
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 2.4 $2.4M 3.8k 616.76
Spdr Dow Jones Industrial Etf Etf (DIA) 2.4 $2.4M 5.1k 463.19
Financial Select Sector Spdr Etf (XLF) 2.4 $2.3M 48k 49.37
State Street Doubleline Total Return Tactical Etf Etf (TOTL) 2.3 $2.3M 58k 39.73
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 2.2 $2.2M 43k 52.06
Conocophillips Stock (COP) 2.2 $2.2M 17k 132.00
Wisdomtree Bianco Total Return Fund Etf (WTBN) 2.2 $2.2M 85k 25.30
Terawulf Stock (WULF) 2.1 $2.1M 146k 14.43
Market Vectors Gold Miners Index Etf Etf (GDX) 2.0 $2.0M 22k 91.77
Utilities Select Sector Spdr Etf (XLU) 1.8 $1.8M 39k 45.89
Apple Stock (AAPL) 1.8 $1.7M 6.9k 253.79
Spdr S&p 500 Etf Etf (SPY) 1.7 $1.7M 2.7k 650.34
iShares MSCI USA Quality Factor ETF Etf (QUAL) 1.7 $1.7M 8.6k 191.81
Pimco Active Bond Exchange-traded Fund Etf (BOND) 1.6 $1.6M 18k 92.28
Jpmorgan Chase & Co Stock (JPM) 1.6 $1.6M 5.3k 294.16
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 1.5 $1.5M 25k 58.18
Microsoft Stock (MSFT) 1.3 $1.3M 3.6k 370.13
Vaneck Ig Floating Rate Etf Etf (FLTR) 1.3 $1.3M 50k 25.48
Proshares Tr Short S&p 500 Proshares Etf (SH) 1.2 $1.2M 31k 37.93
Vanguard Extended Market Etf Etf (VXF) 1.2 $1.2M 5.7k 205.80
Taiwan Semiconductor Manufacturing Adr (TSM) 1.1 $1.1M 3.2k 337.95
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 1.1 $1.1M 21k 50.62
Google Stock (GOOGL) 1.1 $1.1M 3.7k 287.56
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 1.1 $1.1M 40k 26.20
Ishares Flexible Income Active Etf Etf (BINC) 1.1 $1.0M 20k 51.93
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 1.0 $1.0M 16k 63.91
Vanguard Total International Stock Etf Etf (VXUS) 0.9 $852k 11k 77.11
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.8 $757k 13k 56.68
Texas Pacific Land Corporation Stock (TPL) 0.7 $731k 1.5k 474.56
Ishares Msci Emerging Markets Etf Etf (EEM) 0.7 $692k 12k 56.79
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.6 $619k 9.9k 62.56
Invesco Ultra Short Duration Etf Etf (GSY) 0.6 $618k 12k 50.12
Goldman Sachs Ultra Short Bond Etf Etf (GSST) 0.6 $602k 12k 50.55
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $585k 12k 50.61
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.4 $404k 3.0k 133.19
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.4 $398k 9.4k 42.44
Eqt Corp Stock (EQT) 0.4 $394k 6.2k 63.64
Global X Mlp & Energy Infrastructure Etf Etf (MLPX) 0.4 $367k 5.0k 73.94
Vaneck High Yield Muni Etf Etf (HYD) 0.4 $361k 7.2k 50.14
Iren Limited Ordinary Shares Stock (IREN) 0.3 $345k 10k 34.28
Vistra Corp Stock (VST) 0.3 $320k 2.1k 150.33
Constellation Energy Corp Stock (CEG) 0.3 $315k 1.1k 279.25
Pimco Enhanced Short Maturity Etf Etf (MINT) 0.3 $308k 3.1k 100.55
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.3 $289k 12k 25.11
Nuveen Aa-bbb Clo Etf Etf (NCLO) 0.3 $258k 10k 24.94
Vaneck Aa-bb Clo Etf Etf (CLOB) 0.3 $257k 5.1k 49.98
Vaneck Clo Etf Etf (CLOI) 0.3 $254k 4.8k 52.70
Innovator Defined Wealth Shield Etf Etf (BALT) 0.2 $244k 7.3k 33.47
Ishares Systematic Alternatives Active Etf Etf (IALT) 0.2 $235k 8.6k 27.27