§ 13F · FUND PROFILE
Lionsbridge Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $100M (13F)Positions · 58Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | 142K | $13M | 13.1% | NEW |
| 2 | JPIE | JPMORGAN INCOME ETF | 143K | $7M | 6.6% | +2% |
| 3 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 215K | $5M | 5.2% | −18% |
| 4 | PWR | QUANTA SVCS INC COM | 9K | $5M | 5.0% | +2% |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | 78K | $4M | 3.7% | −1% |
| 6 | GLD | SPDR GOLD ETF | 7K | $3M | 3.0% | −1% |
| 7 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 29K | $3M | 2.8% | −1% |
| 8 | AGG | ISHARES AGGREGATE BOND ETF | 25K | $2M | 2.5% | −4% |
| 9 | IJR | ISHARES S&P SMALLCAP 600 ETF | 19K | $2M | 2.4% | −17% |
| 10 | RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | 12K | $2M | 2.4% | −27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIONSBRIDGE SIGNAL
AC read
Lionsbridge Wealth Management LLC is a Other fund managing $100 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed