Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lionsbridge Wealth Management LLC (CIK 1800533) reported $99.5M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($13.0M, 13.06%), JPIE ($6.6M, 6.64%), GRNY ($5.1M, 5.17%), PWR ($5.0M, 4.98%), JCPB ($3.7M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | $13.0M | 13.06% | 141,754 | New |
| 2 | JPIE | JPMORGAN INCOME ETF | $6.6M | 6.64% | 143,245 | Added |
| 3 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $5.1M | 5.17% | 215,236 | Trimmed |
| 4 | PWR | QUANTA SVCS INC COM | $5.0M | 4.98% | 9,020 | Added |
| 5 | JCPB | JPMORGAN CORE PLUS BOND ETF | $3.7M | 3.67% | 77,617 | Trimmed |
| 6 | GLD | SPDR GOLD ETF | $3.0M | 3.03% | 7,008 | Trimmed |
| 7 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.8M | 2.82% | 29,000 | Trimmed |
| 8 | AGG | ISHARES AGGREGATE BOND ETF | $2.5M | 2.47% | 24,786 | Trimmed |
| 9 | IJR | ISHARES S&P SMALLCAP 600 ETF | $2.4M | 2.39% | 19,161 | Trimmed |
| 10 | RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $2.4M | 2.38% | 12,357 | Trimmed |
| 11 | MDY | S & P MID CAP 400 DEP RCPTS MID CAP | $2.4M | 2.37% | 3,827 | Trimmed |
| 12 | XLF | FINANCIAL SELECT SECTOR SPDR | $2.3M | 2.36% | 47,599 | Trimmed |
| 13 | DIA | SPDR DOW JONES INDUSTRIAL ETF | $2.4M | 2.36% | 5,074 | Trimmed |
| 14 | TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $2.3M | 2.33% | 58,242 | Trimmed |
| 15 | INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $2.2M | 2.24% | 42,872 | Added |
| 16 | COP | CONOCOPHILLIPS COM | $2.2M | 2.22% | 16,701 | Added |
| 17 | WTBN | WISDOMTREE BIANCO TOTAL RETURN FUND | $2.2M | 2.17% | 85,387 | Trimmed |
| 18 | WULF | TERAWULF INC COM | $2.1M | 2.12% | 145,850 | Trimmed |
| 19 | GDX | MARKET VECTORS GOLD MINERS INDEX ETF | $2.0M | 2.00% | 21,629 | Trimmed |
| 20 | XLU | UTILITIES SELECT SECTOR SPDR | $1.8M | 1.80% | 38,928 | Added |
| 21 | AAPL | APPLE INC | $1.7M | 1.75% | 6,868 | Trimmed |
| 22 | SPY | SPDR S&P 500 ETF | $1.7M | 1.75% | 2,669 | Added |
| 23 | QUAL | iShares MSCI USA Quality Factor ETF | $1.7M | 1.67% | 8,643 | Trimmed |
| 24 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1.6M | 1.65% | 17,780 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO COM | $1.6M | 1.57% | 5,294 | Added |
Source: SEC Form 13F filings · as of 2026-03-31