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Manager record

Lionsbridge Wealth Management LLC

Jacksonville Beach, FL · CIK 1800533 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$89.61MReported 13F valueQ3 2026 · as filed
63Holdings listed
-12.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $100.5M$100.5MQ2 202558 holdingsQ3 2025: $101.5M$101.5MQ3 202558 holdingsQ4 2025: $98.8M$98.8MQ4 202556 holdingsQ1 2026: $99.5M$99.5MQ1 202659 holdingsQ2 2026: $101.9M$101.9MQ2 202668 holdingsQ3 2026: $89.6M$89.6MQ3 202663 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 26 2026 13F-HR · period Q3 2026

$89.61M · 63 holdings listed · View original SEC filing ↗
Aug 05 2026 13F-HR · period Q2 2026

$101.90M · 68 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$99.46M · 59 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$98.85M · 56 holdings listed · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$101.51M · 58 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$100.49M · 58 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 26, 2026 · Change methodology