Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$101.90M
Total Bought
$13.62M
Total Sold
$19.12M
Net Transaction
-$5.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TERAWULF INC COM(WULF)145,850155,377+9,5272,1053,8383.77%+1,733
ISHARES U.S. POWER INFRASTRUCTURE ETF057,096+57,09601,5961.57%+1,596
DEFIANCE AI & POWER INFRASTRUCTURE ETF
DEFIA AI PWR ETF
047,220+47,22001,5781.55%+1,578
QUANTA SVCS INC COM9,0208,558-4624,9526,1626.05%+1,210
INVESCO S&P 500 MOMENTUM ETF06,116+6,11609880.97%+988
MORGAN STANLEY(MS)04,225+4,22508830.87%+883
BROADCOM INC COM(AVGO)02,104+2,10407950.78%+795
TESLA INC COM(TSLA)01,793+1,79307540.74%+754
TORTOISE ENERGY ETF072,511+72,51107040.69%+704
MKT VECTORS OIL SERVICES
OIL SERVICES ETF
01,779+1,77906620.65%+662
GOOGLE INC(GOOG)3,7034,721+1,0181,0651,6871.66%+622
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF215,236204,428-10,8085,1385,6525.55%+515
AMPHENOL CORP CL A02,796+2,79604930.48%+493
EATON CORP PLC SHS(ETN)01,113+1,11304740.47%+474
AMAZON.COM INC(AMZN)01,789+1,78904260.42%+426
CUMMINS INC COM(CMI)0572+57204080.40%+408
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSM)3,1572,975-1821,0671,4211.39%+354
FORD MOTOR COMPANY(F)025,011+25,01103480.34%+348
TJX COS INC NEW COM(TJX)02,254+2,25403410.34%+341
COSTCO WHOLESALE CORP(COST)0353+35303300.32%+330
ISHARES S&P SMALLCAP 600 ETF19,16118,222-9392,3822,7032.65%+321
LANDBRIDGE COMPANY LLC CL A(LB)03,028+3,02802400.24%+240
S & P MID CAP 400 DEP RCPTS MID CAP(MDY)3,8273,643-1842,3602,5622.51%+202
WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG(WBI)05,860+5,86002010.20%+201
SPDR DOW JONES INDUSTRIAL ETF(DIA)5,0744,838-2362,3502,5272.48%+177
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
25,29524,083-1,2121,4721,6381.61%+166
VANGUARD EXTENDED MARKET ETF5,6905,414-2761,1711,3331.31%+162
iShares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
8,6438,224-4191,6581,8051.77%+147
APPLE INC(AAPL)6,8686,522-3461,7431,8871.85%+144
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
12,35711,658-6992,3722,4802.43%+109
JPMORGAN CHASE & CO COM(JPM)5,2945,088-2061,5571,6651.63%+108
ISHARES MSCI EMERGING MARKETS ETF12,18711,577-6106927920.78%+100
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
10,0709,453-6173454320.42%+87
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
47,59945,305-2,2942,3502,4292.38%+79
VANECK MORNINGSTAR WIDE MOAT ETF
MRNGSTR WDE MOAT
29,00027,493-1,5072,8042,8582.80%+54
VANECK HIGH YIELD MUNI ETF
HIGH YLD MUNIETF
7,1907,798+6083614020.39%+41
SPDR S&P 500 ETF(SPY)2,6692,358-3111,7361,7611.73%+25
VANGUARD TOTAL INTERNATIONAL STOCK ETF11,05110,099-9528528630.85%+11
PIMCO ENHANCED SHORT MATURITY ETF
ENHAN SHRT MA AC
3,0583,090+323073120.31%+4
INVESCO ULTRA SHORT DURATION ETF
ULTRA SHRT DUR
12,32512,268-576186150.60%-2
VANECK AA-BB CLO ETF
AA BB CLO ETF
5,1324,964-1682572510.25%-6
NUVEEN AA-BBB CLO ETF
NUVEN AA-BBB CLO
10,34710,006-3412582510.25%-7
VANECK CLO ETF
CLO ETF
4,8224,663-1592542470.24%-7
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
JP MRGAN EM LOC
11,49210,854-6382892770.27%-11
GOLDMAN SACHS ULTRA SHORT BOND ETF11,90811,657-2516025900.58%-12
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
4,9614,711-2503673470.34%-20
ISHARES FLEXIBLE INCOME ACTIVE ETF20,12619,401-7251,0451,0151.00%-30
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
DEVELOPED MRKT
9,3858,834-5513983680.36%-31
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
40,09538,368-1,7271,0501,0181.00%-33
PACER US CASH COWS 100 ETF
US CASH COWS 100
9,8929,413-4796195850.57%-33
MICROSOFT(MSFT)3,5783,409-1691,3241,2721.25%-53
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ACTIVE BD ETF
17,78017,074-7061,6411,5741.55%-66
TEXAS PACIFIC LAND CORPORATION COM(TPL)1,5401,505-357316590.65%-72
ISHARES AGGREGATE BOND ETF24,78624,043-7432,4612,3802.34%-81
UTILITIES SELECT SECTOR SPDR
ST STR UTIL ETF
38,92837,300-1,6281,7861,6911.66%-95
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
58,24256,045-2,1972,3142,2122.17%-102
WISDOMTREE BIANCO TOTAL RETURN FUND(WT)85,38781,542-3,8452,1602,0512.01%-109
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
77,61774,826-2,7913,6543,5123.45%-142
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
42,87240,794-2,0782,2322,0352.00%-197
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
ISHA SYST AL ETF
8,6250-8,6252350-235
VANECK IG FLOATING RATE ETF
IG FLOA RATE ETF
49,64539,916-9,7291,2651,0221.00%-243
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
7,2850-7,2852440-244
JPMORGAN INCOME ETF
INCOME ETF
143,245137,667-5,5786,5996,3406.22%-260
CONSTELLATION ENERGY CORP COM(CEG)1,1270-1,1273150-315
VISTRA CORP COM(VST)2,1300-2,1303200-320
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
ULTRA SHORT DUR
21,06914,683-6,3861,0677430.73%-324
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
13,3537,258-6,0957574100.40%-347
EQT CORP COM(EQT)6,1960-6,1963940-394
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
3,0340-3,0344040-404
SPDR GOLD ETF(GLD)7,0086,793-2153,0152,5022.46%-513
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
HEDG EQU LAD ETF
15,6656,933-8,7321,0014690.46%-533
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
11,5560-11,5565850-585
MARKET VECTORS GOLD MINERS INDEX ETF
GOLD MINERS ETF
21,62917,913-3,7161,9851,3521.33%-633
CONOCOPHILLIPS COM(COP)16,70112,309-4,3922,2051,2801.26%-925
PROSHARES TR SHORT S&P 500 PROSHARES
SHOR S&P 500 NEW
31,1090-31,1091,1800-1,180
SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
141,75469,879-71,87512,9906,4046.28%-6,587
Page 1 of 1
Lionsbridge Wealth Management LLC — 13F Holdings — Q2 2026 | TickerTrail