Lionsbridge Wealth Management LLC ETF holdings
Jacksonville Beach, FL
Reported $75.9M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$75.9M
ETFs held
46
Change from prior quarter
-6.7%
With price moves
ETFs as a share of its 13F
74.5%
of $101.9M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $6.4M | 69,879 | −71,875 shares |
| JPIE | JPMorgan Income ETF | $6.3M | 137,667 | −5,578 shares |
| GRNY | Fundstrat Granny Shots US Large Cap ETF | $5.7M | 204,428 | −10,808 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $3.5M | 74,826 | −2,791 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $2.9M | 27,493 | −1,507 shares |
| IJR | iShares Core S&P Small-Cap ETF | $2.7M | 18,222 | −939 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $2.6M | 3,643 | −184 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $2.5M | 4,838 | −236 shares |
| GLD | SPDR Gold Shares | $2.5M | 6,793 | −215 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $2.5M | 11,658 | −699 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001800533. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lionsbridge Wealth Management LLC own?
Lionsbridge Wealth Management LLC reported 46 ETF positions worth $75.9M in its Form 13F for June 30, 2026. The largest was BIL, at $6.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.