Sign In
test

Carolyn Ham

Lionsbridge Wealth Management Llc

Assets Managed
$99.459M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
0.62%(2Q avg: -1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lionsbridge Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Lionsbridge Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 99.459M in assets, with a quarterly growth rate of 0.62% and a 2-quarter average growth rate of -1%. The portfolio is managed by Carolyn Ham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
13.07%
$12.99M
141,754 shares@ $91.65 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 1.91%
6.64%
$6.599M
143,245 shares@ $46.07 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Decreased -17.8%
5.17%
$5.138M
215,236 shares@ $23.87 avg price
PWR
Quanta Services Inc
Recent Activity
Increased 1.96%
4.98%
$4.952M
9,020 shares@ $549.02 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -1.2%
3.68%
$3.654M
77,617 shares@ $47.08 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.46%
3.04%
$3.015M
7,008 shares@ $430.29 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.39%
2.82%
$2.804M
29,000 shares@ $96.7 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -3.85%
2.48%
$2.461M
24,786 shares@ $99.27 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -17.29%
2.4%
$2.382M
19,161 shares@ $124.32 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -27.11%
2.39%
$2.372M
12,357 shares@ $191.92 avg price

1-10 of 59