Lionsbridge Wealth Management LLC
CIK
1800533
Location
JACKSONVILLE BEACH, FL
Portfolio Value
Micro
$634,916
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 34.3% | $9,461,795 |
| Industrials | 18.0% | $4,952,160 |
| Technology | 15.0% | $4,134,405 |
| Financial Services | 14.5% | $4,007,097 |
| Energy | 12.1% | $3,329,667 |
| Communication Services | 3.9% | $1,064,834 |
| Utilities | 2.3% | $634,916 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$634,916 total
· Utilities only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VST |
Vistra Corp.
Utilities
|
Added | 2,130 | $320,202 | 50.43% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 1,127 | $314,714 | 49.57% |