Lionsbridge Wealth Management LLC Portfolio Holdings

Lionsbridge Wealth Management LLC

  • $86 Million
  • Q3 2025

Lionsbridge Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $86 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $6.5M, Invesco ETF Tr Ii S&P 500 Mome with a value of $4.49M, Quanta Services, Inc. with a value of $3.69M, J P Morgan Exchange Traded Fd with a value of $3.65M, and Invesco S&P 500 Equal Weight E with a value of $3.61M.

Examining the 13F form we can see an decrease of $1.49M in the current position value, from $87.5M to 86M.

Lionsbridge Wealth Management LLC is based out at Jacksonville Beach, FL

Below you can find more details about Lionsbridge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $86 Million
ETFs: $63 Million
Technology: $4.52 Million
Financial Services: $4.25 Million
Industrials: $3.69 Million
Energy: $2.38 Million
Communication Services: $939,000
Utilities: $765,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63B
$3.69 Million 4.29% of portfolio
8,916
Q3 2025 Added 0.22%
$111B
$1.57 Million 1.82% of portfolio
16,590
Q3 2025 Added 1.85%
$80.9B
$405,000 0.47% of portfolio
2,070
Q3 2025 Reduced 3.23%
$131B
$360,000 0.42% of portfolio
1,095
Q3 2025 Reduced 2.41%
$20.7B
$333,000 0.39% of portfolio
6,130
Q3 2025 Reduced 1.64%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $86 Million
  • Prior Value $87.5 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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