account_balance
Investment manager · 13F filer · SEC CIK 1800533
Lionsbridge Wealth Management LLC
Reported value$89.6Mas of Sep 30, 2026
Positions63 5 new, 10 sold out
Top 10 weight41.9%BIL alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Ser Tr Lehman 1-3 Month T-Bill ETF
6.9%Trimmed −3%
JPIEJPMorgan Income ETF
6.6%Trimmed −4%
GRNYFundstrat Granny Shots US Large Cap ETF
5.8%Trimmed −9%
PWRQuanta Services, Inc.
5.6%Trimmed −9%
JCPBJPMorgan Core Plus Bond ETF
3.7%Trimmed −2%
MOATVaneck Morningstar Wide Moat ETF
3.0%Trimmed −9%
GLDSPDR Gold Trust
2.7%Trimmed −7%
SPYSPDR S&P 500 ETF Trust
2.7%Added +33%
DIASPDR Dow Jones Industrial Average ETF Trust
2.5%Trimmed −8%
IJRiShares S&P Smallcap 600 ETF
2.5%Trimmed −9%
RSPGuggenheim ETF Trust S&P 500 Equal Weight
2.5%Trimmed −8%
XLFFinancial Select Sector SPDR
2.5%Trimmed −9%
BILSPDR Ser Tr Lehman 1-3 Month T-Bill ETF
6.9%Trimmed −3%
JPIEJPMorgan Income ETF
6.6%Trimmed −4%
GRNYFundstrat Granny Shots US Large Cap ETF
5.8%−9%
PWRQuanta Services, Inc.
5.6%−9%
JCPBJPMorgan Core Plus Bond ETF
3.7%−2%
MOATVaneck Morningstar Wide Moat ETF
3.0%
IJR2.5%
RSP2.5%
XLF2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Ser Tr Lehman 1-3 Month T-Bill ETF 6.9% Trimmed −3%
JPIE JPMorgan Income ETF 6.6% Trimmed −4%
GRNY Fundstrat Granny Shots US Large Cap ETF 5.8% Trimmed −9%
PWR Quanta Services, Inc. 5.6% Trimmed −9%JCPB JPMorgan Core Plus Bond ETF 3.7% Trimmed −2%
MOAT Vaneck Morningstar Wide Moat ETF 3.0% Trimmed −9%
GLD SPDR Gold Trust 2.7% Trimmed −7%SPY SPDR S&P 500 ETF Trust 2.7% Added +33%DIA SPDR Dow Jones Industrial Average ETF Trust 2.5% Trimmed −8%IJR iShares S&P Smallcap 600 ETF 2.5% Trimmed −9%
RSP Guggenheim ETF Trust S&P 500 Equal Weight 2.5% Trimmed −8%
XLF Financial Select Sector SPDR 2.5% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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