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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.15 Billion 4.88% of portfolio
24,140
Q3 2025 Reduced 4.92%
$342B
$2.4 Billion 1.9% of portfolio
13,130
Q3 2025 Added 1.06%
$1.37T
$2.34 Billion 1.85% of portfolio
3,184
Q3 2025 Reduced 2.24%
$465B
$1.84 Billion 1.46% of portfolio
9,846
Q3 2025 Added 7.69%
$1.29T
$1.76 Billion 1.4% of portfolio
3,962
Q3 2025 Added 3.12%
$3.78T
$1.54 Billion 1.22% of portfolio
2,978
Q3 2025 Added 5.79%
$2.39T
$1.37 Billion 1.09% of portfolio
6,236
Q3 2025 Added 2.0%
$367B
$1.04 Billion 0.82% of portfolio
2,558
Q3 2025 Added 10.54%
$881B
$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%
$662B
$837 Million 0.66% of portfolio
1,665
Q3 2025 Added 0.97%
$388B
$822 Million 0.65% of portfolio
5,082
Q3 2025 Added 140.97%
$971B
$713 Million 0.57% of portfolio
934
Q3 2025 Added 72.01%
$1.74T
$646 Million 0.51% of portfolio
2,654
Q3 2025 Added 0.99%
$414B
$555 Million 0.44% of portfolio
2,398
Q3 2025 Added 46.76%
$269B
$488 Million 0.39% of portfolio
2,039
Q3 2025 Added 0.05%
$258B
$404 Million 0.32% of portfolio
2,414
Q3 2025 Added 0.67%
$237B
$355 Million 0.28% of portfolio
1,499
Q3 2025 Reduced 7.07%
$228B
$297 Million 0.24% of portfolio
2,215
Q3 2025 New
$1.65T
$303 Million 0.24% of portfolio
1,247
Q3 2025 New
$317B
$287 Million 0.23% of portfolio
3,420
Q3 2025 Reduced 0.93%
$413B
$253 Million 0.2% of portfolio
4,907
Q3 2025 New
$346B
$241 Million 0.19% of portfolio
1,569
Q3 2025 New
$255B
$214 Million 0.17% of portfolio
645
Q3 2025 New

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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