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Portfolio (Quarterly) Guide ↗

Lionsbridge Wealth Management LLC

· CIK 0001800533
13F Portfolio $102M AUM 68 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 68 New
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU UTILITIES SELECT SECTOR SPDR 37,300.0 $1.7M 1.66% NEW $45.34 -4.2%
22 GOOGL GOOGLE INC Communication Services 4,721.0 $1.7M 1.66% NEW $357.37 -3.2%
23 JPM JPMORGAN CHASE & CO COM Financial Services 5,088.0 $1.7M 1.63% NEW $327.33 +9.0%
24 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 24,083.0 $1.6M 1.61% NEW $68.01 +1.5%
25 POWR ISHARES U.S. POWER INFRASTRUCTURE ETF 57,096.0 $1.6M 1.57% NEW $27.96 -8.0%
26 AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 47,220.0 $1.6M 1.55% NEW $33.41 -14.0%
27 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 17,074.0 $1.6M 1.54% NEW $92.21 -1.3%
28 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Technology 2,975.0 $1.4M 1.39% NEW $477.57 -12.7%
29 GDX MARKET VECTORS GOLD MINERS INDEX ETF 17,913.0 $1.4M 1.33% NEW $75.45 +39.3%
30 VXF VANGUARD EXTENDED MARKET ETF 5,414.0 $1.3M 1.31% NEW $246.21 -1.0%
31 COP CONOCOPHILLIPS COM Energy 12,309.0 $1.3M 1.26% NEW $103.96 +27.7%
32 MSFT MICROSOFT Technology 3,409.0 $1.3M 1.25% NEW $372.98 +31.5%
33 FLTR VANECK IG FLOATING RATE ETF 39,916.0 $1.0M 1.00% NEW $25.61 -0.1%
34 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 38,368.0 $1.0M 1.00% NEW $26.52 -0.9%
35 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 19,401.0 $1.0M 1.00% NEW $52.34 -0.4%
36 SPMO INVESCO S&P 500 MOMENTUM ETF 6,116.0 $988K 0.97% NEW $161.54 -8.8%
37 MS MORGAN STANLEY Financial Services 4,225.0 $883K 0.87% NEW $209.04 +3.8%
38 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 10,099.0 $863K 0.85% NEW $85.49 +3.0%
39 AVGO BROADCOM INC COM Technology 2,104.0 $795K 0.78% NEW $377.78 -5.6%
40 EEM ISHARES MSCI EMERGING MARKETS ETF 11,577.0 $792K 0.78% NEW $68.41 -1.8%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.1%
Industrials 20.1%
Technology 16.7%
Energy 6.1%
Consumer Cyclical 5.3%
Communication Services 4.8%
Consumer Defensive 0.9%