Lionshead Wealth Management, LLC Portfolio Holdings

Lionshead Wealth Management, LLC

  • $96.3 Billion
  • Q1 2025

Lionshead Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.3 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.64B, Dimensional ETF Tr U S Target with a value of $5.03B, Vanguard Bd Index Fd Inc Inter with a value of $4.74B, Dimensional ETF Tr with a value of $3.45B, and Invesco Exchange Traded Fd Tr with a value of $3.41B.

Examining the 13F form we can see an decrease of $42.1B in the current position value, from $138B to 96.3B.

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 $96.3 Billion
ETFs: $59.6 Billion
Technology: $11.2 Billion
Financial Services: $4.08 Billion
Industrials: $3.75 Billion
Consumer Cyclical: $3.01 Billion
Communication Services: $2.83 Billion
Utilities: $2.74 Billion
Healthcare: $2.6 Billion
Other: $213 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176M
$165 Million 0.17% of portfolio
17,382
Q1 2025 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $96.3 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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