Lionsbridge Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Lionsbridge Wealth Management LLC held in its portfolio 56 assets valued at $98,849,108 (i.e. $98.85M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($6.51M), TIDAL TRUST I ($6.48M), and INVESCO EXCH TRADED FD TR II ($3.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lionsbridge Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 140568 | 6506893 | INCOME ETF |
| TIDAL TRUST I | 261849 | 6483381 | FUNDSTRAT GRANNY |
| INVESCO EXCH TRADED FD TR II | 31799 | 3794257 | S&P 500 MOMNTM |
| QUANTA SVCS INC | 8847 | 3733965 | COM |
| J P MORGAN EXCHANGE TRADED F | 78565 | 3720053 | CORE PLUS BD ETF |
| SELECT SECTOR SPDR TR | 59938 | 3282804 | STATE STREET FIN |
| INVESCO EXCHANGE TRADED FD T | 16953 | 3247517 | S&P500 EQL WGT |
| VANECK ETF TRUST | 29410 | 3045700 | MRNGSTR WDE MOAT |
| SPDR DOW JONES INDL AVERAGE | 6202 | 2980495 | UT SER 1 |
| SPDR GOLD TR | 7112 | 2818557 | GOLD SHS |
| ISHARES TR | 23168 | 2784330 | CORE S&P SCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 4532 | 2734065 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 12347 | 2582005 | EXTEND MKT ETF |
| ISHARES TR | 25779 | 2574807 | CORE US AGGBD ET |
| SSGA ACTIVE ETF TR | 59964 | 2413551 | STATE STREET DOU |
| WISDOMTREE TR | 90699 | 2308743 | BIANCO TOTL RETU |
| ISHARES TR | 22558 | 2166245 | MSCI EAFE ETF |
| APPLE INC | 7041 | 1914166 | COM |
| LISTED FDS TR | 42450 | 1887327 | HORIZON KINETICS |
| VANECK ETF TRUST | 21994 | 1886425 | GOLD MINERS ETF |
| BLACKROCK ETF TRUST II | 36334 | 1844855 | ISHARES TOTAL RE |
| ISHARES TR | 9148 | 1816976 | MSCI USA QLT FCT |
| PIMCO ETF TR | 18189 | 1693032 | ACTIVE BD ETF |
| TERAWULF INC | 146157 | 1679344 | COM |
| MICROSOFT CORP | 3467 | 1676952 | COM |
| JPMORGAN CHASE & CO. | 5186 | 1671033 | COM |
| VANGUARD STAR FDS | 21553 | 1625958 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 38056 | 1624611 | STATE STREET UTI |
| SPDR S&P 500 ETF TR | 2288 | 1560233 | TR UNIT |
| CONOCOPHILLIPS | 16567 | 1550837 | COM |
| BLACKROCK ETF TRUST | 25196 | 1532169 | ISHARES US EQUIT |
| J P MORGAN EXCHANGE TRADED F | 22827 | 1516398 | HEDGED EQUITY LA |
| ALPHABET INC | 3784 | 1184392 | CAP STK CL A |
| GOLDMAN SACHS ETF TR | 23129 | 1167333 | ULTRA SHORT BOND |
| J P MORGAN EXCHANGE TRADED F | 14673 | 1098714 | INTRNL RES EQT |
| ISHARES TR | 21507 | 1087811 | ULTRA SHORT DUR |
| INVESCO ACTIVELY MANAGED EXC | 21023 | 1056423 | ULTRA SHRT DUR |
| PIMCO ETF TR | 39253 | 1047270 | MULTISECTOR BD |
| BLACKROCK ETF TRUST II | 19697 | 1039411 | ISHARES FLEXIBLE |
| TAIWAN SEMICONDUCTOR MFG LTD | 3206 | 974271 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 13211 | 756198 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 8275 | 745352 | U S TECH LEADERS |
| PIMCO ETF TR | 6648 | 667096 | ENHAN SHRT MA AC |
| ISHARES TR | 12153 | 664891 | MSCI EMG MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 12789 | 647011 | ULTRA SHRT ETF |
| PACER FDS TR | 9870 | 593878 | US CASH COWS 100 |
| TEXAS PACIFIC LAND CORPORATI | 1518 | 436000 | COM |
| CONSTELLATION ENERGY CORP | 1091 | 385418 | COM |
| VANECK ETF TRUST | 3021 | 375208 | URANIUM AND NUCL |
| IREN LIMITED | 9794 | 369919 | ORDINARY SHARES |
| PACER FDS TR | 9315 | 360304 | DEVELOPED MRKT |
| VISTRA CORP | 2069 | 333792 | COM |
| EQT CORP | 6123 | 328193 | COM |
| VANECK ETF TRUST | 11560 | 298479 | JP MRGAN EM LOC |
| GLOBAL X FDS | 4882 | 295507 | GLB X MLP ENRG I |
| VANECK ETF TRUST | 5449 | 278553 | HIGH YLD MUNIETF |
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