Lionshead Wealth Management, LLC Portfolio Holdings

Lionshead Wealth Management, LLC

  • $126 Billion
  • Q3 2025

Lionshead Wealth Management, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $8.26B, Apple Inc. with a value of $6.15B, Vanguard Bd Index Fd Inc Inter with a value of $5.55B, Invesco Exchange Traded Fd Tr with a value of $4.83B, and Spdr Portfolio with a value of $4.71B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $96.3B to 126B.

Lionshead Wealth Management, LLC is based out at New York, NY

Below you can find more details about Lionshead Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $74 Billion
Technology: $15.1 Billion
Industrials: $6.03 Billion
Financial Services: $5.49 Billion
Communication Services: $4.72 Billion
Consumer Cyclical: $4.17 Billion
Healthcare: $3.66 Billion
Utilities: $2.91 Billion
Other: $522 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.26 Billion 6.55% of portfolio
227,170
Q3 2025 Added 105.41%
$4.35T
$6.15 Billion 4.88% of portfolio
24,140
Q3 2025 Reduced 4.92%
$0
$5.55 Billion 4.4% of portfolio
71,061
Q3 2025 Added 14.89%
$0
$4.83 Billion 3.83% of portfolio
65,941
Q3 2025 Added 28.3%
$0
$4.71 Billion 3.73% of portfolio
45,055
Q3 2025 Added 62.38%
$0
$4.46 Billion 3.54% of portfolio
76,632
Q3 2025 Reduced 21.57%
$0
$4.36 Billion 3.46% of portfolio
85,863
Q3 2025 New
$0
$3.51 Billion 2.78% of portfolio
76,980
Q4 2024 New
$0
$3.01 Billion 2.39% of portfolio
45,713
Q3 2025 Reduced 13.71%
$0
$2.77 Billion 2.2% of portfolio
47,040
Q3 2025 Added 74.47%
$0
$2.67 Billion 2.12% of portfolio
104,475
Q3 2025 Added 30.41%
$64.2B
$2.56 Billion 2.03% of portfolio
6,189
Q3 2025 Added 0.06%
$0
$2.49 Billion 1.97% of portfolio
3,735
Q3 2025 Reduced 0.56%
$394B
$2.4 Billion 1.9% of portfolio
13,130
Q3 2025 Added 1.06%
$40.2B
$2.4 Billion 1.9% of portfolio
28,751
Q3 2025 Added 2.73%
$0
$2.35 Billion 1.87% of portfolio
46,528
Q3 2025 Reduced 24.62%
$1.46T
$2.34 Billion 1.85% of portfolio
3,184
Q3 2025 Reduced 2.24%
$0
$2.32 Billion 1.84% of portfolio
3,861
Q3 2025 Reduced 17.43%
$0
$2.16 Billion 1.72% of portfolio
47,386
Q3 2025 Added 78.82%
First Tr Exchng Traded Fd Vi
-
$2.12 Billion 1.68% of portfolio
-
Q3 2025 New
$0
$2.09 Billion 1.66% of portfolio
7,119
Q3 2025 Reduced 44.37%
First Tr Exchng Traded Fd Vi
-
$2.01 Billion 1.59% of portfolio
-
Q3 2025 New
$505B
$1.84 Billion 1.46% of portfolio
9,846
Q3 2025 Added 7.69%
$1.44T
$1.76 Billion 1.4% of portfolio
3,962
Q3 2025 Added 3.12%
$0
$1.75 Billion 1.38% of portfolio
41,425
Q3 2025 New
$0
$1.68 Billion 1.34% of portfolio
5,971
Q1 2025 Reduced 49.99%
$0
$1.62 Billion 1.29% of portfolio
35,429
Q3 2025 Reduced 21.16%
$3.86T
$1.54 Billion 1.22% of portfolio
2,978
Q3 2025 Added 5.79%
$2.49T
$1.37 Billion 1.09% of portfolio
6,236
Q3 2025 Added 2.0%
$0
$1.36 Billion 1.08% of portfolio
13,494
Q3 2025 Reduced 50.06%
$0
$1.25 Billion 0.99% of portfolio
48,786
Q3 2025 Added 1.56%
$0
$1.2 Billion 0.95% of portfolio
4,413
Q3 2025 Added 1.22%
$0
$1.03 Billion 0.82% of portfolio
4,039
Q3 2025 Added 80.07%
$389B
$1.04 Billion 0.82% of portfolio
2,558
Q3 2025 Added 10.54%
$913B
$1 Billion 0.8% of portfolio
3,185
Q3 2025 Added 30.53%
$222B
$879 Million 0.7% of portfolio
1,812
Q3 2025 Added 140.32%
$0
$873 Million 0.69% of portfolio
1,863
Q3 2025 Added 4.08%
$621B
$837 Million 0.66% of portfolio
1,665
Q3 2025 Added 0.97%
$413B
$822 Million 0.65% of portfolio
5,082
Q3 2025 Added 140.97%
$203B
$816 Million 0.65% of portfolio
4,903
Q3 2025 Added 0.12%
$0
$806 Million 0.64% of portfolio
3,329
Q3 2025 Reduced 43.41%
$87.2B
$794 Million 0.63% of portfolio
7,287
Q3 2025 Reduced 0.21%
$2.47B
$764 Million 0.61% of portfolio
7,000
Q4 2024 New
$138B
$744 Million 0.59% of portfolio
29,199
Q3 2025 Added 18.29%
$0
$738 Million 0.59% of portfolio
9,093
Q3 2025 Reduced 33.74%
$0
$733 Million 0.58% of portfolio
63,700
Q3 2025 New
$820B
$713 Million 0.57% of portfolio
934
Q3 2025 Added 72.01%
$0
$708 Million 0.56% of portfolio
30,031
Q3 2025 Added 2.46%
$0
$702 Million 0.56% of portfolio
7,525
Q3 2025 Added 3.35%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $126 Billion
  • Prior Value $96.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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