StockDriftsStockDriftsTop 50 Lionsbridge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | 6.28% | 69.9K | $6.4M | -50.70%(-71.88K) | $91.52(+0.02%) | 2026-06-30 | |
| JPIE | JPMORGAN INCOME ETF | 6.22% | 137.7K | $6.3M | -3.89%(-5.58K) | $45.37(+1.12%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC COM | 6.05% | 8.6K | $6.2M | -5.12%(-462) | $111.21(+527.78%) | 2026-06-30 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 5.55% | 204.4K | $5.7M | -5.02%(-10.81K) | $21.49(+31.27%) | 2026-06-30 | |
| WULF | TERAWULF INC COM | 3.77% | 155.4K | $3.8M | +6.53%(+9.53K) | $5.67(+202.17%) | 2026-06-30 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.45% | 74.8K | $3.5M | -3.60%(-2.79K) | $46.28(-0.13%) | 2026-06-30 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 2.8% | 27.5K | $2.9M | -5.20%(-1.51K) | $75.22(+51.07%) | 2026-06-30 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 2.65% | 18.2K | $2.7M | -4.90%(-939) | $104.01(+44.18%) | 2026-06-30 | |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | 2.51% | 3.6K | $2.6M | -4.81%(-184) | $505.28(+41.57%) | 2026-06-30 | |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | 2.48% | 4.8K | $2.5M | -4.65%(-236) | $418.50(+28.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.26% | +26.88% | +2.46% | +12.90% |
| Top 20 Holdings Unweighted | +10.34% | +34.36% | +4.75% | +26.12% |
Lionsbridge Wealth Management LLC reports $101.90M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are BIL (6.3%), JPIE (6.2%) and PWR (6.0%). The top 20 holdings account for 62.9% of reported assets. Its disclosed equity book has returned +26.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lionsbridge Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800533). View Lionsbridge Wealth Management LLC’s 13F filings on SEC