Lionsbridge Wealth Management LLC: 13F holdings
CIK 18005332026Q2
| Positions | 68 |
|---|---|
| Reported value | $101.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF | 69,879 | $6.4m | 6.3% |
| JPIE JPMORGAN INCOME ETF | 137,667 | $6.3m | 6.2% |
| PWR QUANTA SVCS INC COM | 8,558 | $6.2m | 6.0% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 204,428 | $5.7m | 5.5% |
| WULF TERAWULF INC COM | 155,377 | $3.8m | 3.8% |
| JCPB JPMORGAN CORE PLUS BOND ETF | 74,826 | $3.5m | 3.4% |
| MOAT VANECK MORNINGSTAR WIDE MOAT ETF | 27,493 | $2.9m | 2.8% |
| IJR ISHARES S&P SMALLCAP 600 ETF | 18,222 | $2.7m | 2.7% |
| MDY S & P MID CAP 400 DEP RCPTS MID CAP | 3,643 | $2.6m | 2.5% |
| DIA SPDR DOW JONES INDUSTRIAL ETF | 4,838 | $2.5m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800533")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.