Lionsbridge Wealth Management LLC

CIK

1800533

Location

JACKSONVILLE BEACH, FL

Portfolio Value

Micro $27,584,874

Diversification

Diversified

Filing Date

Global Rank

#7,479 / 8,586 ▲ 147

Top Industry

Engineering & Construction 27.3%

3Y Alpha vs SPY

+3.1%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.0%

SPY

+78.1%

Annualised alpha

+3.1%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.0%

+3.8 pts

Top 5

54.0%

+0.1 pts

Top 10

84.6%

−0.1 pts

HHI

887

Diversified+48

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.3%	$9,461,795	4
Industrials	18.0%	$4,952,160	1
Technology	15.0%	$4,134,405	3
Financial Services	14.5%	$4,007,097	3
Energy	12.1%	$3,329,667	3
Communication Services	3.9%	$1,064,834	1
Utilities	2.3%	$634,916	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+381	2,669	$1,735,757
IREN	IREN Ltd	+276	10,070	$345,199
PWR	Quanta Services, Inc.	+173	9,020	$4,952,160
COP	Conocophillips	+134	16,701	$2,204,532
MSFT	Microsoft Corp	+111	3,578	$1,324,468
JPM	Jpmorgan Chase & Co	+108	5,294	$1,557,283
EQT	EQT Corp	+73	6,196	$394,313
VST	Vistra Corp.	+61	2,130	$320,202
CEG	Constellation Energy Corp	+36	1,127	$314,714
TPL	Texas Pacific Land Corp	+22	1,540	$730,822
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,128	5,074	$2,350,226
MDY	Spdr S&P Midcap 400 ETF Trust	−705	3,827	$2,360,340
WULF	Terawulf Inc.	−307	145,850	$2,104,615
AAPL	Apple Inc.	−173	6,868	$1,743,029
GLD	Spdr Gold Trust	−104	7,008	$3,015,472
GOOGL	Alphabet Inc.	−81	3,703	$1,064,834
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−49	3,157	$1,066,908
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $27,584,874 total · as of Mar 31, 2026

All sectors Communication Services Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PWR	Quanta Services, Inc. Industrials	Added	9,020	+173	$4,952,160	+32.6%	17.95%
GLD	Spdr Gold Trust	Reduced	7,008	-104	$3,015,472	+7.0%	10.93%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,827	-705	$2,360,340	−13.7%	8.56%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,074	-1,128	$2,350,226	−21.1%	8.52%
COP	Conocophillips Energy	Added	16,701	+134	$2,204,532	+42.2%	7.99%
WULF	Terawulf Inc. Financial Services	Reduced	145,850	-307	$2,104,615	+25.3%	7.63%
AAPL	Apple Inc. Technology	Reduced	6,868	-173	$1,743,029	−8.9%	6.32%
SPY	Spdr S&P 500 ETF Trust	Added	2,669	+381	$1,735,757	+11.2%	6.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,294	+108	$1,557,283	−6.8%	5.65%
MSFT	Microsoft Corp Technology	Added	3,578	+111	$1,324,468	−21.0%	4.80%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,157	-49	$1,066,908	+9.5%	3.87%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,703	-81	$1,064,834	−10.1%	3.86%
TPL	Texas Pacific Land Corp Energy	Added	1,540	+22	$730,822	+67.6%	2.65%
EQT	EQT Corp Energy	Added	6,196	+73	$394,313	+20.1%	1.43%
IREN	IREN Ltd Financial Services	Added	10,070	+276	$345,199	−6.7%	1.25%
VST	Vistra Corp. Utilities	Added	2,130	+61	$320,202	−4.1%	1.16%
CEG	Constellation Energy Corp Utilities	Added	1,127	+36	$314,714	−18.3%	1.14%