Lionsbridge Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 63 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed holdings. Major ETF positions include the WisdomTree Bianco Total Return Fund ETF, which holds 77,462 shares, and the JPMorgan Income ETF, which holds 131,493 shares. Other significant ETF holdings include the Tortoise Energy ETF (66,548 shares) and the SPDR S&P 500 ETF (3,133 shares).
Among individual stock holdings, Terawulf Inc. is the largest position, with 145,766 shares. Quanta Services Inc. follows with 7,821 shares, and Berkshire Hathaway Inc. Class B holds 994 shares. Other notable individual stock positions include Broadcom Inc. (1,931 shares), Apple Inc. (6,336 shares), and JPMorgan Chase & Co. (4,773 shares).
The filing lists Carolyn Ham, Chief Compliance Officer, as the authorized signatory for the report.
