Lionsbridge Wealth Management
Lionsbridge Wealth Management reported 63 stocks worth $89.6M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are BIL (6.9%), JPIE (6.6%) and GRNY (5.8%). Compared with Q2 2026, the fund opened new positions in JTEK, MAGS and NVDA, added to SPY, IREN and APH, trimmed BIL, JPIE and GRNY and sold out of POWR, VXF and SPMO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $6.2M | 6.9% | 68K | −2,075 (−3%) | 6 of 8 | |
| 2 |  JPIE J P Morgan Exchange Traded F | $5.9M | 6.6% | 131K | −6,174 (−4%) | 8 of 8 | |
| 3 |  GRNY Fundstrat Granny Shots US Large Cap ETF | $5.2M | 5.8% | 186K | −19K (−9%) | 6 of 8 | |
| 4 |  PWR Quanta Svcs Inc | $5M | 5.6% | 7,821 | −737 (−9%) | 8 of 8 | |
| 5 |  JCPB J P Morgan Exchange Traded F | $3.3M | 3.6% | 73K | −1,775 (−2%) | 8 of 8 | |
| 6 |  MOAT Vaneck Morningstar Wide Moat ETF | $2.6M | 3.0% | 25K | −2,447 (−9%) | 8 of 8 | |
| 7 |  GLD Spdr Gold TR | $2.4M | 2.7% | 6,298 | −495 (−7%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $2.4M | 2.7% | 3,133 | +775 (+33%) | 8 of 8 | |
| 9 |  DIA Spdr Dow Jones Indl Average | $2.3M | 2.5% | 4,437 | −401 (−8%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $2.3M | 2.5% | 17K | −1,643 (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 POWR Ishares Inc | $1.6M | 57K |
 VXF Vanguard Index Fds | $1.3M | 5,414 |
 SPMO Invesco S&P | $988K | 6,116 |
 VXUS Vanguard Star Fds | $863K | 10K |
 TSLA Tesla Inc | $754K | 1,793 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lionsbridge Wealth Management 13F FAQ
What does Lionsbridge Wealth Management own?
Lionsbridge Wealth Management reported 63 stocks worth $89.6M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are BIL (6.9%), JPIE (6.6%) and GRNY (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Lionsbridge Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 6 added to, 52 trimmed and 10 sold out. New positions include JTEK, MAGS and NVDA. It sold all of POWR, VXF and SPMO.
When will Lionsbridge Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lionsbridge Wealth Management's portfolio worth?
The Q3 2026 filing reports $89.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.