Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$99.46M
Total Bought
$99.46M
Total Sold
$98.85M
Net Transaction
+$609.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
0141,754+141,754012,99013.06%+12,990
JPMORGAN INCOME ETF
INCOME ETF
0143,245+143,24506,5996.64%+6,599
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF0215,236+215,23605,1385.17%+5,138
QUANTA SVCS INC COM09,020+9,02004,9524.98%+4,952
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
077,617+77,61703,6543.67%+3,654
SPDR GOLD ETF(GLD)07,008+7,00803,0153.03%+3,015
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
029,000+29,00002,8042.82%+2,804
ISHARES AGGREGATE BOND ETF024,786+24,78602,4612.47%+2,461
ISHARES S&P SMALLCAP 600 ETF019,161+19,16102,3822.39%+2,382
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
012,357+12,35702,3722.38%+2,372
S & P MID CAP 400 DEP RCPTS MID CAP(MDY)03,827+3,82702,3602.37%+2,360
SPDR DOW JONES INDUSTRIAL ETF(DIA)05,074+5,07402,3502.36%+2,350
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
047,599+47,59902,3502.36%+2,350
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
058,242+58,24202,3142.33%+2,314
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
042,872+42,87202,2322.24%+2,232
CONOCOPHILLIPS COM(COP)016,701+16,70102,2052.22%+2,205
WISDOMTREE BIANCO TOTAL RETURN FUND(WT)085,387+85,38702,1602.17%+2,160
TERAWULF INC COM(WULF)0145,850+145,85002,1052.12%+2,105
MARKET VECTORS GOLD MINERS INDEX ETF
GOLD MINERS ETF
021,629+21,62901,9852.00%+1,985
UTILITIES SELECT SECTOR SPDR
ST STR UTIL ETF
038,928+38,92801,7861.80%+1,786
APPLE INC(AAPL)06,868+6,86801,7431.75%+1,743
SPDR S&P 500 ETF(SPY)02,669+2,66901,7361.75%+1,736
iShares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
08,643+8,64301,6581.67%+1,658
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ACTIVE BD ETF
017,780+17,78001,6411.65%+1,641
JPMORGAN CHASE & CO COM(JPM)05,294+5,29401,5571.57%+1,557
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
025,295+25,29501,4721.48%+1,472
MICROSOFT(MSFT)03,578+3,57801,3241.33%+1,324
VANECK IG FLOATING RATE ETF
IG FLOA RATE ETF
049,645+49,64501,2651.27%+1,265
PROSHARES TR SHORT S&P 500 PROSHARES
SHOR S&P 500 NEW
031,109+31,10901,1801.19%+1,180
VANGUARD EXTENDED MARKET ETF05,690+5,69001,1711.18%+1,171
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSM)03,157+3,15701,0671.07%+1,067
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
ULTRA SHORT DUR
021,069+21,06901,0671.07%+1,067
GOOGLE INC(GOOG)03,703+3,70301,0651.07%+1,065
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
040,095+40,09501,0501.06%+1,050
ISHARES FLEXIBLE INCOME ACTIVE ETF020,126+20,12601,0451.05%+1,045
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
HEDG EQU LAD ETF
015,665+15,66501,0011.01%+1,001
VANGUARD TOTAL INTERNATIONAL STOCK ETF011,051+11,05108520.86%+852
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
013,353+13,35307570.76%+757
TEXAS PACIFIC LAND CORPORATION COM(TPL)01,540+1,54007310.73%+731
ISHARES MSCI EMERGING MARKETS ETF012,187+12,18706920.70%+692
PACER US CASH COWS 100 ETF
US CASH COWS 100
09,892+9,89206190.62%+619
INVESCO ULTRA SHORT DURATION ETF
ULTRA SHRT DUR
012,325+12,32506180.62%+618
GOLDMAN SACHS ULTRA SHORT BOND ETF011,908+11,90806020.61%+602
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
011,556+11,55605850.59%+585
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
03,034+3,03404040.41%+404
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
DEVELOPED MRKT
09,385+9,38503980.40%+398
EQT CORP COM(EQT)06,196+6,19603940.40%+394
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
04,961+4,96103670.37%+367
VANECK HIGH YIELD MUNI ETF
HIGH YLD MUNIETF
07,190+7,19003610.36%+361
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
010,070+10,07003450.35%+345
VISTRA CORP COM(VST)02,130+2,13003200.32%+320
CONSTELLATION ENERGY CORP COM(CEG)01,127+1,12703150.32%+315
PIMCO ENHANCED SHORT MATURITY ETF
ENHAN SHRT MA AC
03,058+3,05803070.31%+307
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
JP MRGAN EM LOC
011,492+11,49202890.29%+289
NUVEEN AA-BBB CLO ETF
NUVEN AA-BBB CLO
010,347+10,34702580.26%+258
VANECK AA-BB CLO ETF
AA BB CLO ETF
05,132+5,13202570.26%+257
VANECK CLO ETF
CLO ETF
04,822+4,82202540.26%+254
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
07,285+7,28502440.25%+244
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
ISHA SYST AL ETF
08,625+8,62502350.24%+235
VANECK ETF TRUST
HIGH YLD MUNIETF
5,4490-5,4492790-279
GLOBAL X FDS
GLB X MLP ENRG I
4,8820-4,8822960-296
VANECK ETF TRUST
JP MRGAN EM LOC
11,5600-11,5602980-298
EQT CORP(EQT)6,1230-6,1233280-328
VISTRA CORP(VST)2,0690-2,0693340-334
PACER FDS TR
DEVELOPED MRKT
9,3150-9,3153600-360
IREN LIMITED
ORDINARY SHARES
9,7940-9,7943700-370
VANECK ETF TRUST
URANI NUCLE ETF
3,0210-3,0213750-375
CONSTELLATION ENERGY CORP(CEG)1,0910-1,0913850-385
TEXAS PACIFIC LAND CORPORATI(TPL)1,5180-1,5184360-436
PACER FDS TR
US CASH COWS 100
9,8700-9,8705940-594
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
12,7890-12,7896470-647
ISHARES TR12,1530-12,1536650-665
PIMCO ETF TR
ENHAN SHRT MA AC
6,6480-6,6486670-667
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
8,2750-8,2757450-745
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
13,2110-13,2117560-756
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,2060-3,2069740-974
BLACKROCK ETF TRUST II19,6970-19,6971,0390-1,039
PIMCO ETF TR
MULTISECTOR BD
39,2530-39,2531,0470-1,047
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
21,0230-21,0231,0560-1,056
ISHARES TR
ULTRA SHORT DUR
21,5070-21,5071,0880-1,088
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
14,6730-14,6731,0990-1,099
GOLDMAN SACHS ETF TR23,1290-23,1291,1670-1,167
ALPHABET INC(GOOG)3,7840-3,7841,1840-1,184
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
22,8270-22,8271,5160-1,516
BLACKROCK ETF TRUST
ISHARES US EQUIT
25,1960-25,1961,5320-1,532
CONOCOPHILLIPS(COP)16,5670-16,5671,5510-1,551
SPDR S&P 500 ETF TR(SPY)2,2880-2,2881,5600-1,560
SELECT SECTOR SPDR TR
ST STR UTIL ETF
38,0560-38,0561,6250-1,625
VANGUARD STAR FDS21,5530-21,5531,6260-1,626
JPMORGAN CHASE & CO.(JPM)5,1860-5,1861,6710-1,671
MICROSOFT CORP(MSFT)3,4670-3,4671,6770-1,677
TERAWULF INC(WULF)146,1570-146,1571,6790-1,679
PIMCO ETF TR
ACTIVE BD ETF
18,1890-18,1891,6930-1,693
ISHARES TR
MSCI USA QLT FCT
9,1480-9,1481,8170-1,817
BLACKROCK ETF TRUST II36,3340-36,3341,8450-1,845
VANECK ETF TRUST
GOLD MINERS ETF
21,9940-21,9941,8860-1,886
LISTED FDS TR
HORI KI INFL ETF
42,4500-42,4501,8870-1,887
APPLE INC(AAPL)7,0410-7,0411,9140-1,914
ISHARES TR22,5580-22,5582,1660-2,166
WISDOMTREE TR(WT)90,6990-90,6992,3090-2,309
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