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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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