Lionsbridge Wealth Management Q2 2026 Portfolio Activity

Lionsbridge Wealth Management Llc's portfolio underwent substantial shifts during Q2 2026. The investment firm demonstrated active management by both acquiring new positions and strategically exiting existing holdings.

Major Purchases

The most significant buying activity in the quarter involved several prominent Exchange Traded Funds (ETFs). Lionsbridge Wealth Management notably increased its position in ISHARES U.S. POWER INFRASTRUCTURE ETF (FILL) by 100%, indicating a strong confidence in the energy sector infrastructure theme. Similarly, they made a substantial purchase of MORGAN STANLEY (MS), adding shares at a 100% increase.

Additionally, the firm bolstered its exposure to fixed income through new ETF acquisitions. A significant addition was ISHARES U.S. POWER INFRASTRUCTURE ETF (FILL), which now represents 1.57% of the portfolio, suggesting an interest in infrastructure-related assets despite its name appearing as a new position rather than replacing an existing one entirely.

Strategic Acquisitions

Beyond large-scale ETF purchases, Lionsbridge Wealth Management also engaged in buying individual stocks. The firm acquired shares of TERAWULF INC COM (WULF), increasing its allocation within the Financial Services sector by 6.53 percentage points to reach a total portfolio weighting of 3.77%. This move signals potential interest in this specific financial services company.

Furthermore, they purchased shares of LANDBRIDGE COMPANY LLC CL A (LB), adding a position within the Energy sector and increasing its portfolio weighting to 0.24%. They also added exposure to AMPHENOL CORP CL A (APH) in the Technology sector, bringing its allocation up to 0.48%.

Sales and Exits

Lionsbridge Wealth Management also showed significant selling activity during Q2 2026. The firm sold shares of SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF (BIL), a large fixed income holding, resulting in a -50.7% change in its position and reducing its portfolio weighting to 6.28%. This exit suggests a potential shift away from short-term government bond equivalents.

Similarly, they sold shares of INVESCO S&P 500 MOMENTUM ETF (SPMO), leading to an overall -80.77% change in its position and a final portfolio weighting of just 0.97%. This substantial reduction indicates a departure from momentum-based strategies or specific sectors tracked by the fund.

Other Changes

The firm also reduced positions on other ETFs, including JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO), which saw a -55.74% change in shares and ended the quarter with a portfolio weighting of 0.46%. Additionally, they decreased holdings in JPMORGAN CORE PLUS BOND ETF (JCPB) by -3.6%, though this was not one of their top five positions.

The overall portfolio turnover rate, indicated by the position change count reaching 60 out of potentially many holdings, suggests active trading strategies during the quarter. These changes reflect a dynamic approach to managing the Lionsbridge Wealth Management Llc portfolio.