Lionsbridge Wealth Management LLC holds a diversified book of 68 stocks worth $101.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares US Power Infrastruct and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1800533/holdings"
Use Arkolith to show Lionsbridge Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.4 points over this window.
Growth of $10,000 cloning Lionsbridge Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lionsbridge Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 68 | $97.3B |
| OSAIC HOLDINGS, INC. | 78 / 68 | $11.6B |
| Steward Partners Investment Advisory, LLC | 78 / 68 | $4.7B |
| MORGAN STANLEY | 77 / 68 | $351.8B |
| RAYMOND JAMES FINANCIAL INC | 77 / 68 | $64.7B |
| LPL Financial LLC | 77 / 68 | $56.9B |
| UBS Group AG | 76 / 68 | $96.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 76 / 68 | $11.6B |
Ranked by how many of Lionsbridge Wealth Management LLC's top 68 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Ser TR Lehman 1-3 Month T-Bill ETF ETF | $6.4M | 69.9K | 6.3% | ▼−51% Reduced · −72K sh | |
| 2 | JPMorgan Income ETF ETF | $6.3M | 137.7K | 6.2% | ▼−3.9% Reduced · −6K sh | |
| 3 | Quanta Svcs Inc Com Stock | $6.2M | 8.6K | 6.0% | ▼−5.1% Reduced · −462 sh | |
| 4 | Fundstrat Granny Shots US Large Cap ETF ETF | $5.7M | 204.4K | 5.5% | ▼−5.0% Reduced · −11K sh | |
| 5 | Terawulf Inc Com Stock | $3.8M | 155.4K | 3.8% | ▲+6.5% Added · +10K sh | |
| 6 | JPMorgan Core Plus Bond ETF ETF | $3.5M | 74.8K | 3.4% | ▼−3.6% Reduced · −3K sh | |
| 7 | Vaneck Morningstar Wide Moat ETF ETF | $2.9M | 27.5K | 2.8% | ▼−5.2% Reduced · −2K sh | |
| 8 | Ishares S&P Smallcap 600 ETF ETF | $2.7M | 18.2K | 2.7% | ▼−4.9% Reduced · −939 sh | |
| 9 | S & P Mid Cap 400 Dep RCPTS Mid Cap ETF | $2.6M | 3.6K | 2.5% | ▼−4.8% Reduced · −184 sh | |
| 10 | SPDR Dow Jones Industrial ETF ETF | $2.5M | 4.8K | 2.5% | ▼−4.7% Reduced · −236 sh | |
| 11 | SPDR Gold ETF ETF | $2.5M | 6.8K | 2.5% | ▼−3.1% Reduced · −215 sh | |
| 12 | Guggenheim ETF Trust S&P 500 Equal Weight ETF | $2.5M | 11.7K | 2.4% | ▼−5.7% Reduced · −699 sh | |
| 13 | Financial Select Sector SPDR ETF | $2.4M | 45.3K | 2.4% | ▼−4.8% Reduced · −2K sh | |
| 14 | Ishares Aggregate Bond ETF ETF | $2.4M | 24.0K | 2.3% | ▼−3.0% Reduced · −743 sh | |
| 15 | State Street Doubleline Total Return Tactical ETF ETF | $2.2M | 56.0K | 2.2% | ▼−3.8% Reduced · −2K sh | |
| 16 | Wisdomtree Bianco Total Return Fund ETF | $2.1M | 81.5K | 2.0% | ▼−4.5% Reduced · −4K sh | |
| 17 | Horizon Kinetics Inflation Beneficiaries ETF ETF | $2.0M | 40.8K | 2.0% | ▼−4.8% Reduced · −2K sh | |
| 18 | Apple Inc Stock | $1.9M | 6.5K | 1.9% | ▼−5.0% Reduced · −346 sh | |
| 19 | iShares MSCI USA Quality Factor ETF ETF | $1.8M | 8.2K | 1.8% | ▼−4.8% Reduced · −419 sh | |
| 20 | SPDR S&P 500 ETF ETF | $1.8M | 2.4K | 1.7% | ▼−12% Reduced · −311 sh | |
| 21 | Utilities Select Sector SPDR ETF | $1.7M | 37.3K | 1.7% | ▼−4.2% Reduced · −2K sh | |
| 22 | Google Inc Stock | $1.7M | 4.7K | 1.7% | ▲+27% Added · +1K sh | |
| 23 | JPMorgan Chase & Co Com Stock | $1.7M | 5.1K | 1.6% | ▼−3.9% Reduced · −206 sh | |
| 24 | Ishares U.S. Equity Factor Rotation Active ETF ETF | $1.6M | 24.1K | 1.6% | ▼−4.8% Reduced · −1K sh | |
| 25 | Ishares U.S. Power Infrastructure ETF ETF | $1.6M | 57.1K | 1.6% | ▲New New position | |
| 26 | Defiance AI & Power Infrastructure ETF ETF | $1.6M | 47.2K | 1.5% | ▲New New position | |
| 27 | Pimco Active Bond Exchange-Traded Fund ETF | $1.6M | 17.1K | 1.5% | ▼−4.0% Reduced · −706 sh | |
| 28 | Taiwan Semiconductor Manufacturing Co Ltd ADR | $1.4M | 3.0K | 1.4% | ▼−5.8% Reduced · −182 sh | |
| 29 | Market Vectors Gold Miners Index ETF ETF | $1.4M | 17.9K | 1.3% | ▼−17% Reduced · −4K sh | |
| 30 | Vanguard Extended Market ETF ETF | $1.3M | 5.4K | 1.3% | ▼−4.8% Reduced · −276 sh | |
| 31 | ConocoPhillips Com Stock | $1.3M | 12.3K | 1.3% | ▼−26% Reduced · −4K sh | |
| 32 | Microsoft Stock | $1.3M | 3.4K | 1.2% | ▼−4.7% Reduced · −169 sh | |
| 33 | Vaneck Ig Floating Rate ETF ETF | $1.0M | 39.9K | 1.0% | ▼−20% Reduced · −10K sh | |
| 34 | Pimco Multisector Bond Active Exchange-Traded Fund ETF | $1.0M | 38.4K | 1.0% | ▼−4.3% Reduced · −2K sh | |
| 35 | Ishares Flexible Income Active ETF ETF | $1.0M | 19.4K | 1.0% | ▼−3.6% Reduced · −725 sh | |
| 36 | Invesco S&P 500 Momentum ETF ETF | $988K | 6.1K | 1.0% | ▲New New position | |
| 37 | Morgan Stanley Stock | $883K | 4.2K | 0.9% | ▲New New position | |
| 38 | Vanguard Total International Stock ETF ETF | $863K | 10.1K | 0.8% | ▼−8.6% Reduced · −952 sh | |
| 39 | Broadcom Inc Com Stock | $795K | 2.1K | 0.8% | ▲New New position | |
| 40 | Ishares Msci Emerging Markets ETF ETF | $792K | 11.6K | 0.8% | ▼−5.0% Reduced · −610 sh | |
| 41 | Tesla Inc Com Stock | $754K | 1.8K | 0.7% | ▲New New position | |
| 42 | Ishares Ultra Short Duration Bond Active ETF ETF | $743K | 14.7K | 0.7% | ▼−30% Reduced · −6K sh | |
| 43 | Tortoise Energy ETF ETF | $704K | 72.5K | 0.7% | ▲New New position | |
| 44 | MKT Vectors Oil Services ETF | $662K | 1.8K | 0.6% | ▲New New position | |
| 45 | Texas Pacific Land Corporation Com Stock | $659K | 1.5K | 0.6% | ▼−2.3% Reduced · −35 sh | |
| 46 | Invesco Ultra Short Duration ETF ETF | $615K | 12.3K | 0.6% | ▼−0.5% Reduced · −57 sh | |
| 47 | Goldman Sachs Ultra Short Bond ETF ETF | $590K | 11.7K | 0.6% | ▼−2.1% Reduced · −251 sh | |
| 48 | Pacer US Cash Cows 100 ETF ETF | $585K | 9.4K | 0.6% | ▼−4.8% Reduced · −479 sh | |
| 49 | Amphenol Corp CL A Stock | $493K | 2.8K | 0.5% | ▲New New position | |
| 50 | Eaton Corp PLC SHS Stock | $474K | 1.1K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 68 | $101.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 59 | $99.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 56 | $98.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 58 | $101.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 58 | $100.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 60 | $112.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 61 | $119.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 68 | $126.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.