Fund HoldingsLionsbridge Wealth Management LLC

Total Portfolio Value
$98.85M
Total Bought
$10.85M
Total Sold
$15.46M
Net Transaction
-$4.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
059,938+59,93803,2833.32%+3,283
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
059,964+59,96402,4142.44%+2,414
SELECT SECTOR SPDR TR
ST STR UTIL ETF
038,056+38,05601,6251.64%+1,625
SPDR DOW JONES INDL AVERAGE(DIA)3,3686,202+2,8341,5622,9803.02%+1,419
SPDR S&P 500 ETF TR(SPY)9282,288+1,3606181,5601.58%+942
TIDAL TRUST I240,685261,849+21,1646,0156,4836.56%+469
ALPHABET INC(GOOG)3,8663,784-829401,1841.20%+245
SPDR GOLD TR(GLD)7,2787,112-1662,5872,8192.85%+231
VANECK ETF TRUST
MRNGSTR WDE MOAT
28,48929,410+9212,8243,0463.08%+222
VANECK ETF TRUST
GOLD MINERS ETF
23,11821,994-1,1241,7661,8861.91%+120
VANGUARD STAR FDS20,61321,553+9401,5141,6261.64%+112
APPLE INC(AAPL)7,1297,041-881,8151,9141.94%+99
WISDOMTREE TR(WT)86,83990,699+3,8602,2292,3092.34%+80
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
76,66378,565+1,9023,6453,7203.76%+75
PIMCO ETF TR
ACTIVE BD ETF
17,34518,189+8441,6191,6931.71%+74
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,2333,206-279039740.99%+71
BLACKROCK ETF TRUST II34,78436,334+1,5501,7741,8451.87%+71
ISHARES TR22,65822,558-1002,1162,1662.19%+51
QUANTA SVCS INC8,9168,847-693,6953,7343.78%+39
ISHARES TR
MSCI USA QLT FCT
9,1799,148-311,7851,8171.84%+32
JPMORGAN CHASE & CO.(JPM)5,2105,186-241,6431,6711.69%+28
PACER FDS TR
US CASH COWS 100
9,8929,870-225685940.60%+25
CONSTELLATION ENERGY CORP(CEG)1,0951,091-43603850.39%+25
PACER FDS TR
DEVELOPED MRKT
9,3529,315-373413600.36%+20
VANECK ETF TRUST
HIGH YLD MUNIETF
5,0935,449+3562592790.28%+19
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
14,70314,673-301,0811,0991.11%+17
ISHARES TR12,20912,153-566526650.67%+13
J P MORGAN EXCHANGE TRADED F
INCOME ETF
140,008140,568+5606,4986,5076.58%+9
EQT CORP(EQT)6,1306,123-73343280.33%-5
VANGUARD INDEX FDS12,38012,347-332,5922,5822.61%-10
GLOBAL X FDS
GLB X MLP ENRG I
4,8954,882-133072960.30%-11
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
8,2948,275-197637450.75%-17
LISTED FDS TR
HORI KI INFL ETF
42,62442,450-1741,9051,8871.91%-18
CONOCOPHILLIPS(COP)16,59016,567-231,5691,5511.57%-18
ISHARES TR25,90525,779-1262,5972,5752.60%-22
VANECK ETF TRUST
URANI NUCLE ETF
3,0243,021-34103750.38%-35
VANECK ETF TRUST
JP MRGAN EM LOC
13,22611,560-1,6663372980.30%-39
TEXAS PACIFIC LAND CORPORATI(TPL)5111,518+1,0074774360.44%-41
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,13512,789-1,3467176470.65%-70
PIMCO ETF TR
ENHAN SHRT MA AC
7,3266,648-6787386670.67%-71
ISHARES TR
ULTRA SHORT DUR
22,84121,507-1,3341,1591,0881.10%-71
VISTRA CORP(VST)2,0702,069-14063340.34%-72
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
22,48621,023-1,4631,1301,0561.07%-73
GOLDMAN SACHS ETF TR24,54423,129-1,4151,2441,1671.18%-77
NUVEEN MUN VALUE FD INC(NUV)11,5760-11,5761040-104
MICROSOFT CORP(MSFT)3,4833,467-161,8041,6771.70%-127
TERAWULF INC(WULF)159,208146,157-13,0511,8181,6791.70%-139
PIMCO ETF TR
MULTISECTOR BD
47,62339,253-8,3701,2781,0471.06%-231
BLACKROCK ETF TRUST II23,89219,697-4,1951,2721,0391.05%-233
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
27,28322,827-4,4561,7731,5161.53%-257
IREN LIMITED
ORDINARY SHARES
13,9769,794-4,1826563700.37%-286
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
19,01316,953-2,0603,6073,2483.29%-359
SPDR S&P MIDCAP 400 ETF TR(MDY)5,4604,532-9283,2542,7342.77%-520
ISHARES TR27,81223,168-4,6443,3052,7842.82%-521
INVESCO EXCH TRADED FD TR II37,08431,799-5,2854,4893,7943.84%-695
BLACKROCK ETF TRUST
ISHARES US EQUIT
39,11425,196-13,9182,3161,5321.55%-783
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
31,91913,211-18,7081,8237560.77%-1,066
SPDR SERIES TRUST
ST STR BLO 1 ETF
13,9940-13,9941,2840-1,284
SELECT SECTOR SPDR TR
ST STR UTIL ETF
19,0630-19,0631,6620-1,662
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
57,4930-57,4932,3320-2,332
SELECT SECTOR SPDR TR
ST STR FINL ETF
60,0820-60,0823,2370-3,237
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