Lionsbridge Wealth Management LLC Top Holdings and 13F Report (2026) About Lionsbridge Wealth Management LLCInvestment ActivityLionsbridge Wealth Management LLC has $99.46 million in total holdings as of March 31, 2026.Lionsbridge Wealth Management LLC owns shares of 59 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.60% of the portfolio was purchased this quarter.About 18.58% of the portfolio was sold this quarter.This quarter, Lionsbridge Wealth Management LLC has purchased 56 new stocks and bought additional shares in 23 stocks.Lionsbridge Wealth Management LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $12,990,337JPMorgan Income ETF $6,599,297FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $5,137,683Quanta Services $4,952,160JPMorgan Core Plus Bond ETF $3,654,208 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $12,990,337 Holding92189F486 - VanEck IG Floating Rate ETF $1,264,955 Holding74349Y753 - PROSHARES TR SHORT S&P 500 PROSHARES $1,179,964 Holding67092P730 - NUVEEN AA-BBB CLO ETF $258,003 Holding92189H656 - VANECK AA-BB CLO ETF $256,521 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 141,754 shares (about $12.99M)VanEck IG Floating Rate ETF 49,645 shares (about $1.26M)PROSHARES TR SHORT S&P 500 PROSHARES 31,109 shares (about $1.18M)NUVEEN AA-BBB CLO ETF 10,347 shares (about $258.00K)VANECK AA-BB CLO ETF 5,132 shares (about $256.52K) Largest Sales this Quarter Vanguard Extended Market ETF 6,657 shares (about $1.37M)FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 46,613 shares (about $1.11M)Invesco S&P 500 Equal Weight ETF 4,596 shares (about $882.06K)Vanguard Total International Stock ETF 10,502 shares (about $809.81K)Financial Select Sector SPDR Fund 12,339 shares (about $609.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLionsbridge Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,990,337$12,990,337 â–²New Holding141,75413.1%ETFJPIEJPMorgan Income ETF$6,599,297$123,329 â–²1.9%143,2456.6%ETFFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$5,137,683$1,112,652 â–¼-17.8%215,2365.2%ETFPWRQuanta Services$4,952,160$94,980 â–²2.0%9,0205.0%ConstructionJCPBJPMorgan Core Plus Bond ETF$3,654,208$44,632 â–¼-1.2%77,6173.7%ETFGLDSPDR Gold Shares$3,015,472$44,750 â–¼-1.5%7,0083.0%FinanceMOATVanEck Morningstar Wide Moat ETF$2,804,300$39,647 â–¼-1.4%29,0002.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,460,506$98,575 â–¼-3.9%24,7862.5%FinanceIJRiShares Core S&P Small-Cap ETF$2,381,904$498,110 â–¼-17.3%19,1612.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,371,555$882,064 â–¼-27.1%12,3572.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,360,341$434,816 â–¼-15.6%3,8272.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,350,226$522,478 â–¼-18.2%5,0742.4%FinanceXLFFinancial Select Sector SPDR Fund$2,349,963$609,177 â–¼-20.6%47,5992.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$2,313,955$68,415 â–¼-2.9%58,2422.3%ETFINFLHorizon Kinetics Inflation Beneficiaries ETF$2,231,916$21,969 â–²1.0%42,8722.2%ETFCOPConocoPhillips$2,204,532$17,688 â–²0.8%16,7012.2%EnergyWISDOMTREE BIANCO TOTAL RETURN FUND$2,160,009$134,376 â–¼-5.9%85,3872.2%ETFWULFTeraWulf$2,104,616$4,430 â–¼-0.2%145,8502.1%FinanceGDXVanEck Gold Miners ETF$1,984,893$33,496 â–¼-1.7%21,6292.0%ETFXLUUtilities Select Sector SPDR Fund$1,786,406$40,016 â–²2.3%38,9281.8%ETFAAPLApple$1,743,030$43,906 â–¼-2.5%6,8681.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,735,757$247,779 â–²16.7%2,6691.7%FinanceQUALiShares MSCI USA Quality Factor ETF$1,657,814$96,864 â–¼-5.5%8,6431.7%ETFPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$1,640,738$37,743 â–¼-2.2%17,7801.6%ETFJPMJPMorgan Chase & Co.$1,557,283$31,769 â–²2.1%5,2941.6%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$1,471,663$5,760 â–²0.4%25,2951.5%ETFMSFTMicrosoft$1,324,314$41,084 â–²3.2%3,5781.3%Computer and TechnologyFLTRVanEck IG Floating Rate ETF$1,264,955$1,264,955 â–²New Holding49,6451.3%ETFPROSHARES TR SHORT S&P 500 PROSHARES$1,179,964$1,179,964 â–²New Holding31,1091.2%ETFVXFVanguard Extended Market ETF$1,171,002$1,370,011 â–¼-53.9%5,6901.2%ETFTSMTaiwan Semiconductor Manufacturing$1,066,908$16,560 â–¼-1.5%3,1571.1%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$1,066,513$22,172 â–¼-2.0%21,0691.1%ETFGOOGLAlphabet$1,064,835$23,292 â–¼-2.1%3,7031.1%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$1,050,489$22,060 â–²2.1%40,0951.1%ETFBINCiShares Flexible Income Active ETF$1,045,143$22,278 â–²2.2%20,1261.1%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$1,001,150$457,723 â–¼-31.4%15,6651.0%ETFVXUSVanguard Total International Stock ETF$852,143$809,810 â–¼-48.7%11,0510.9%ETFJEPIJPMorgan Equity Premium Income ETF$756,848$8,049 â–²1.1%13,3530.8%ETFTPLTexas Pacific Land$730,822$10,440 â–²1.4%1,5400.7%EnergyEEMiShares MSCI Emerging Markets ETF$692,100$1,931 â–²0.3%12,1870.7%FinanceCOWZPacer US Cash Cows 100 ETF$618,844$1,376 â–²0.2%9,8920.6%ETFGSYInvesco Ultra Short Duration ETF$617,751$435,959 â–¼-41.4%12,3250.6%ETFGSSTGoldman Sachs Ultra Short Bond ETF$601,958$567,230 â–¼-48.5%11,9080.6%ETFJPSTJPMorgan Ultra-Short Income ETF$584,853$62,403 â–¼-9.6%11,5560.6%ETFNLRVanEck Uranium and Nuclear ETF$404,098$1,731 â–²0.4%3,0340.4%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$398,299$2,971 â–²0.8%9,3850.4%ETFEQTEQT$394,313$4,646 â–²1.2%6,1960.4%EnergyMLPXGlobal X MLP & Energy Infrastructure ETF$366,816$5,841 â–²1.6%4,9610.4%ETFHYDVanEck High Yield Muni ETF$360,507$87,294 â–²32.0%7,1900.4%ETFIRENIREN$345,200$9,461 â–²2.8%10,0700.3%FinanceVSTVistra$320,203$9,170 â–²2.9%2,1300.3%UtilitiesCEGConstellation Energy$314,715$10,053 â–²3.3%1,1270.3%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$307,497$360,992 â–¼-54.0%3,0580.3%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$288,564$1,707 â–¼-0.6%11,4920.3%ETFNUVEEN AA-BBB CLO ETF$258,003$258,003 â–²New Holding10,3470.3%ETFVANECK AA-BB CLO ETF$256,521$256,521 â–²New Holding5,1320.3%ETFCLOIVanEck CLO ETF$254,119$254,119 â–²New Holding4,8220.3%ETFBALTInnovator Defined Wealth Shield ETF$243,793$243,793 â–²New Holding7,2850.2%ETFISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF$235,172$235,172 â–²New Holding8,6250.2%ETFSPMOInvesco S&P 500 Momentum ETF$0$3,794,257 â–¼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$2,166,245 â–¼-100.0%00.0%FinanceBLACKROCK ETF TRUST II$0$1,844,855 â–¼-100.0%00.0%ISHARES TOTAL REJIREJPMorgan International Research Enhanced Equity ETF$0$1,098,714 â–¼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$745,352 â–¼-100.0%00.0%U S TECH LEADERSShowing largest 100 holdings. View all holdings. 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