Fund Holdings — Lionsbridge Wealth Management LLC

Total Portfolio Value
$101.51M
Total Bought
$21.91M
Total Sold
$21.58M
Net Transaction
+$328.5K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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TIDAL TRUST I185,753240,685+54,9324,2136,0155.93%+1,802
VANECK ETF TRUST
GOLD MINERS ETF
023,118+23,11801,7661.74%+1,766
INVESCO EXCH TRADED FD TR II25,13637,084+11,9482,8274,4894.42%+1,662
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,49219,013+7,5212,0893,6073.55%+1,518
SPDR SERIES TRUST
ST STR BLO 1 ETF
013,994+13,99401,2841.26%+1,284
TERAWULF INC(WULF)127,038159,208+32,1705561,8181.79%+1,262
ISHARES TR18,78427,812+9,0282,0533,3053.26%+1,252
SPDR S&P MIDCAP 400 ETF TR(MDY)3,5885,460+1,8722,0333,2543.21%+1,222
VANGUARD INDEX FDS7,28312,380+5,0971,4042,5922.55%+1,188
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
12,21431,919+19,7056941,8231.80%+1,128
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
11,05827,283+16,2256921,7731.75%+1,081
BLACKROCK ETF TRUST
ISHARES US EQUIT
27,22439,114+11,8901,4832,3162.28%+833
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
08,294+8,29407630.75%+763
IREN LIMITED
ORDINARY SHARES
013,976+13,97606560.65%+656
SPDR GOLD TR(GLD)7,0567,278+2222,1512,5872.55%+436
VANECK ETF TRUST
URANI NUCLE ETF
03,024+3,02404100.40%+410
APPLE INC(AAPL)7,1027,129+271,4571,8151.79%+358
VANECK ETF TRUST
JP MRGAN EM LOC
013,226+13,22603370.33%+337
QUANTA SVCS INC8,8968,916+203,3633,6953.64%+332
VANECK ETF TRUST
HIGH YLD MUNIETF
05,093+5,09302590.26%+259
PIMCO ETF TR
MULTISECTOR BD
38,65147,623+8,9721,0261,2781.26%+252
BLACKROCK ETF TRUST II19,34823,892+4,5441,0221,2721.25%+250
ALPHABET INC(GOOG)4,0043,866-1387069400.93%+234
VANECK ETF TRUST
MRNGSTR WDE MOAT
28,18628,489+3032,6442,8242.78%+180
JPMORGAN CHASE & CO.(JPM)5,1355,210+751,4891,6431.62%+155
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,3063,233-737499030.89%+154
LISTED FDS TR
HORI KI INFL ETF
41,70642,624+9181,7591,9051.88%+146
SELECT SECTOR SPDR TR
ST STR FINL ETF
59,01560,082+1,0673,0913,2373.19%+146
SELECT SECTOR SPDR TR
ST STR UTIL ETF
18,65219,063+4111,5231,6621.64%+139
ISHARES TR
MSCI USA QLT FCT
9,0689,179+1111,6581,7851.76%+128
ISHARES TR22,26122,658+3971,9902,1162.08%+126
J P MORGAN EXCHANGE TRADED F
INCOME ETF
137,697140,008+2,3116,3786,4986.40%+120
VANGUARD STAR FDS20,35820,613+2551,4071,5141.49%+108
CONOCOPHILLIPS(COP)16,28816,590+3021,4621,5691.55%+108
NUVEEN MUN VALUE FD INC(NUV)011,576+11,57601040.10%+104
SPDR DOW JONES INDL AVERAGE(DIA)3,3353,368+331,4701,5621.54%+92
MICROSOFT CORP(MSFT)3,4823,483+11,7321,8041.78%+72
ISHARES TR12,13212,209+775856520.64%+67
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
14,46214,703+2411,0231,0811.07%+58
PACER FDS TR
US CASH COWS 100
9,7399,892+1535375680.56%+32
PACER FDS TR
DEVELOPED MRKT
9,2529,352+1003153410.34%+26
GLOBAL X FDS
GLB X MLP ENRG I
4,7474,895+1482973070.30%+10
CONSTELLATION ENERGY CORP(CEG)1,1221,095-273623600.35%-2
ORAGENICS INC COM(OGEN)6670-66730—-3
VISTRA CORP(VST)2,1392,070-694154060.40%-9
PIMCO ETF TR
ACTIVE BD ETF
17,83817,345-4931,6441,6191.60%-25
EQT CORP(EQT)6,2326,130-1023633340.33%-30
TEXAS PACIFIC LAND CORPORATI(TPL)492511+195204770.47%-43
BLACKROCK ETF TRUST II36,22634,784-1,4421,8311,7741.75%-57
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
59,81857,493-2,3252,3992,3322.30%-67
WISDOMTREE TR(WT)90,47986,839-3,6402,3032,2292.20%-74
EQUINIX INC(EQIX)3920-3923120—-312
GOLDMAN SACHS ETF TR30,90124,544-6,3571,5621,2441.23%-318
PIMCO ETF TR
ENHAN SHRT MA AC
10,5137,326-3,1871,0577380.73%-319
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
20,47214,135-6,3371,0387170.71%-320
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
29,03422,486-6,5481,4561,1301.11%-326
ACCENTURE PLC IRELAND
SHS CLASS A
1,6060-1,6064800—-480
ISHARES TR
ULTRA SHORT DUR
32,37922,841-9,5381,6421,1591.14%-483
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
23,0190-23,0196920—-692
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,3540-3,3547290—-729
HARRIS OAKMARK ETF TRUST
OAKMARK U S LRG
63,2810-63,2811,6250—-1,625
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
29,2460-29,2461,6900—-1,690
SPDR S&P 500 ETF TR(SPY)3,953928-3,0252,4426180.61%-1,824
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
124,11176,663-47,4485,8413,6453.59%-2,195
ISHARES TR66,94425,905-41,0396,6412,5972.56%-4,044
INVESCO QQQ TR10,0950-10,0955,5690—-5,569
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Lionsbridge Wealth Management LLC — 13F Holdings — Q3 2025 | TickerTrail