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Portfolio (Quarterly) Guide ↗

Lionshead Wealth Management, LLC

· CIK 0002056752
13F Portfolio $136M AUM 108 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 39 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,451.0 $246K 0.18% NEW $169.66 -7.9%
2 LIN LINDE PLC Basic Materials 466.0 $231K 0.17% NEW $495.76 +3.8%
3 JNJ JOHNSON & JOHNSON Healthcare 940.0 $230K 0.17% NEW $244.33 -5.2%
4 NEE NEXTERA ENERGY INC Utilities 2,274.0 $211K 0.16% NEW $92.88 -3.4%
5 SPLV INVESCO EXCH TRADED FD TR II 2,803.0 $205K 0.15% NEW $73.15 +0.7%
6 BWXT BWX TECHNOLOGIES INC Industrials 1,000.0 $204K 0.15% NEW $204.49 -1.0%
7 GILD GILEAD SCIENCES INC Healthcare 1,448.0 $202K 0.15% NEW $139.37 -6.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 17.6%
Industrials 16.1%
Communication Services 9.6%
Healthcare 9.4%
Consumer Cyclical 7.6%
Utilities 6.4%
Energy 1.3%
Basic Materials 1.0%
Consumer Defensive 0.6%