Long-term investor
Lionsbridge Wealth Management LLC @lionsbridgewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800533).
Record
- Tracked since 2025-12-31 (257 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 6.3% · long · since 2026-03-31
- JPIE · 6.2% · long · since 2025-12-31
- PWR · 6.0% · long · since 2025-12-31
- GRNY · 5.5% · long · since 2025-12-31
- WULF · 3.8% · long · since 2025-12-31
- JCPB · 3.4% · long · since 2025-12-31
- MOAT · 2.8% · long · since 2025-12-31
- IJR · 2.7% · long · since 2025-12-31
- MDY · 2.5% · long · since 2025-12-31
- DIA · 2.5% · long · since 2025-12-31
- GLD · 2.5% · long · since 2025-12-31
- RSP · 2.4% · long · since 2025-12-31