Lionsbridge Wealth Management LLC Portfolio Holdings

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.