§ 13F · FUND PROFILE
Lionsbridge Wealth Management LLC.
AUM · $102M (13F)Positions · 68Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | 70K | $6M | 6.3% | −51% |
| 2 | JPIE | JPMORGAN INCOME ETF | 138K | $6M | 6.2% | −4% |
| 3 | PWR | QUANTA SVCS INC COM | 9K | $6M | 6.0% | −5% |
| 4 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 204K | $6M | 5.5% | −5% |
| 5 | WULF | TERAWULF INC COM | 155K | $4M | 3.8% | +7% |
| 6 | JCPB | JPMORGAN CORE PLUS BOND ETF | 75K | $4M | 3.4% | −4% |
| 7 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 27K | $3M | 2.8% | −5% |
| 8 | IJR | ISHARES S&P SMALLCAP 600 ETF | 18K | $3M | 2.7% | −5% |
| 9 | MDY | S & P MID CAP 400 DEP RCPTS MID CAP | 4K | $3M | 2.5% | −5% |
| 10 | DIA | SPDR DOW JONES INDUSTRIAL ETF | 5K | $3M | 2.5% | −5% |
§ 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 $102 million in assets. The fund runs a portfolio of 68 positions.
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