Lionsbridge Wealth Management LLC
Lionsbridge Wealth Management LLC reported 68 positions worth $101.9M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: BIL (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $6.4M | 6.28% | 69,879 | — | — | |
| ▸ 2 | JPIE | SH | $6.3M | 6.22% | 137,667 | — | — | |
| ▸ 3 | PWR | SH | $6.2M | 6.05% | 8,558 | — | — | |
| ▸ 4 | GRNY | SH | $5.7M | 5.55% | 204,428 | — | — | |
| ▸ 5 | WULF | SH | $3.8M | 3.77% | 155,377 | — | — | |
| ▸ 6 | JCPB | SH | $3.5M | 3.45% | 74,826 | — | — | |
| ▸ 7 | MOAT | SH | $2.9M | 2.80% | 27,493 | — | — | |
| ▸ 8 | IJR | SH | $2.7M | 2.65% | 18,222 | — | — | |
| ▸ 9 | MDY | SH | $2.6M | 2.51% | 3,643 | — | — | |
| ▸ 10 | DIA | SH | $2.5M | 2.48% | 4,838 | — | — |
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Frequently Asked Questions
What stocks does Lionsbridge Wealth Management LLC hold as of Q2 2026?
Lionsbridge Wealth Management LLC reported 68 positions worth $101.9M in its Q2 2026 13F filing. Largest positions: BIL (6.3%), JPIE (6.2%), PWR (6.0%), GRNY (5.5%) and WULF (3.8%).
What did Lionsbridge Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lionsbridge Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.