Lionsbridge Wealth Management LLC - Portfolio overview

Lionsbridge Wealth Management LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF, 11.83%
2. JPIE - JPMORGAN INCOME ETF, 6.01%
3. GRNY - FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF, 4.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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