Notify me when Lionsbridge Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $101,509,020 | +$17,387,344 | -$21,651,093 | -$4,263,749 | JPIE, GRNY, SPMO, PWR, JCPB | 13F-HR | 20 Oct 2025, 11:35 |
| Q2 2025 | 58 | $100,489,052 | +$28,012,249 | -$43,861,840 | -$15,849,591 | AGG, JPIE, JCPB, QQQ, GRNY | 13F-HR | 30 Jul 2025, 12:25 |
| Q1 2025 | 60 | $112,489,835 | +$13,143,790 | -$18,440,757 | -$5,296,967 | BIL, AGG, JPIE, JCPB, JEPI | 13F-HR | 14 May 2025, 12:08 |
| Q4 2024 | 61 | $119,127,002 | +$21,532,190 | -$28,324,991 | -$6,792,801 | AGG, JPIE, JCPB, JEPI, BIL | 13F-HR | 16 Jan 2025, 13:18 |
| Q3 2024 | 68 | $126,571,110 | +$32,391,597 | -$37,070,943 | -$4,679,346 | AGG, JPIE, JCPB, MOAT, LQD | 13F-HR | 01 Nov 2024, 14:16 |
| Q2 2024 | 57 | $124,837,955 | +$17,062,762 | -$20,293,076 | -$3,230,314 | SPY, JPIE, AGG, MOAT, JCPB | 13F-HR | 15 Jul 2024, 16:33 |
| Q1 2024 | 54 | $129,286,583 | +$27,178,025 | -$27,996,393 | -$818,368 | JPIE, AGG, MOAT, SPY, JCPB | 13F-HR | 02 May 2024, 09:34 |
| Q4 2023 | 52 | $125,117,672 | +$44,453,327 | -$30,151,104 | +$14,302,223 | AGG, JPIE, RSP, JCPB, MOAT | 13F-HR | 12 Jan 2024, 20:13 |
| Q3 2023 | 46 | $105,498,300 | +$21,955,109 | -$21,679,274 | +$275,835 | BIL, JPST, MINT, LDUR, MOAT | 13F-HR | 17 Oct 2023, 17:12 |
| Q2 2023 | 44 | $111,932,233 | +$24,385,399 | -$5,769,679 | +$18,615,720 | AGG, SPY, LDUR, MINT, JPST | 13F-HR | 31 Jul 2023, 12:28 |
| Q1 2023 | 46 | $108,327,025 | +$26,766,033 | -$15,714,762 | +$11,051,271 | AGG, SPY, BIL, JPST, LDUR | 13F-HR | 08 May 2023, 18:16 |
| Q4 2022 | 40 | $102,586,936 | +$42,366,044 | -$5,399,780 | +$36,966,264 | BIL, JPST, MINT, SH, LDUR | 13F-HR | 06 Feb 2023, 16:32 |
| Q3 2022 | 31 | $69,840,000 | +$8,023,515 | -$4,529,002 | +$3,494,513 | BIL, SH, JPST, MINT, SCHO | 13F-HR | 14 Nov 2022, 11:42 |
| Q2 2022 | 40 | $86,498,000 | +$40,369,059 | -$8,136,140 | +$32,232,919 | BIL, SPY, JPST, SH, MINT | 13F-HR | 17 Nov 2022, 10:05 |
| Q1 2022 | 51 | $86,377,000 | +$9,600,271 | -$6,409,709 | +$3,190,562 | MOAT, SPY, USMV, SCHO, VMBS | 13F-HR | 16 May 2022, 10:22 |
| Q4 2021 | 51 | $93,089,000 | +$3,370,217 | -$1,702,367 | +$1,667,850 | MOAT, USMV, QUAL, SCHO, VMBS | 13F-HR | 07 Feb 2022, 18:11 |
| Q3 2021 | 53 | $92,630,000 | +$8,991,447 | -$8,796,176 | +$195,271 | MOAT, SH, USMV, SCHO, QUAL | 13F-HR | 26 Oct 2021, 12:42 |
| Q2 2021 | 52 | $93,663,000 | +$9,289,334 | -$21,208,172 | -$11,918,838 | MOAT, IJH, USMV, IJR, SCHO | 13F-HR | 29 Jul 2021, 17:04 |
| Q1 2021 | 55 | $102,599,000 | +$13,985,750 | -$9,266,075 | +$4,719,675 | MOAT, SPY, IJH, DGRO, SCHO | 13F-HR | 04 May 2021, 10:32 |
| Q4 2020 | 51 | $92,583,000 | +$13,709,618 | -$10,139,419 | +$3,570,199 | MOAT, SPY, SCHO, IJH, DGRO | 13F-HR | 05 Feb 2021, 16:39 |
| Q3 2020 | 44 | $83,161,000 | +$9,825,213 | -$9,120,723 | +$704,490 | SPY, MOAT, SCHO, VMBS, DGRO | 13F-HR | 22 Oct 2020, 10:37 |
| Q2 2020 | 44 | $88,789,000 | +$28,645,822 | -$268,099 | +$28,377,723 | SPY, SH, MOAT, SCHO, TFLO | 13F-HR | 03 Aug 2020, 10:35 |
| Q1 2020 | 37 | $83,601,000 | +$44,546,619 | -$4,036,223 | +$40,510,396 | BIL, SPY, SCHO, TFLO, SHV | 13F-HR | 29 Apr 2020, 15:50 |
| Q4 2019 | 204 | $107,105,000 | $0 | VOO, SPY, GSLC, USMV, IGSB | 13F-HR | 18 Feb 2020, 06:55 |