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Portfolio (Quarterly) Guide ↗

Lionshead Wealth Management, LLC

· CIK 0002056752
13F Portfolio $133M AUM 106 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 2,555.0 $879K 0.66% NEW $344.10 -8.8%
42 BK BANK NEW YORK MELLON CORP Financial Services 7,311.0 $849K 0.64% NEW $116.09 +19.7%
43 BERKSHIRE HATHAWAY INC DEL 1,687.0 $848K 0.64% NEW $502.65
44 GOOG ALPHABET INC Communication Services 2,679.0 $841K 0.63% NEW $313.78 +22.2%
45 QCOM QUALCOMM INC Technology 4,910.0 $840K 0.63% NEW $171.05 +18.4%
46 IWM ISHARES TR 3,330.0 $820K 0.62% NEW $246.15 +14.8%
47 AZZ AZZ INC Industrials 7,000.0 $750K 0.56% NEW $107.18 +27.9%
48 PFE PFIZER INC Healthcare 29,234.0 $728K 0.55% NEW $24.90 +4.2%
49 NAN NUVEEN NEW YORK QLT MUN INC Financial Services 63,700.0 $717K 0.54% NEW $11.26 -0.1%
50 BOND PIMCO ETF TR 7,498.0 $701K 0.53% NEW $93.48 -2.3%
51 DUHP DIMENSIONAL ETF TRUST 18,141.0 $690K 0.52% NEW $38.03 +6.0%
52 SCHF SCHWAB STRATEGIC TR 26,742.0 $643K 0.48% NEW $24.04 +13.8%
53 AOS SMITH A O CORP Industrials 9,488.0 $635K 0.48% NEW $66.88 -14.5%
54 HYG ISHARES TR 7,845.0 $633K 0.47% NEW $80.63 -0.9%
55 RSP INVESCO EXCHANGE TRADED FD T 3,178.0 $609K 0.46% NEW $191.56 +6.9%
56 MRK MERCK & CO INC Healthcare 5,704.0 $600K 0.45% NEW $105.26 +10.1%
57 ABBV ABBVIE INC Healthcare 2,421.0 $553K 0.42% NEW $228.49 -6.1%
58 DFUS DIMENSIONAL ETF TRUST 7,251.0 $538K 0.40% NEW $74.17 +8.9%
59 XLI SELECT SECTOR SPDR TR 3,095.0 $480K 0.36% NEW $155.12 +9.9%
60 DFIC DIMENSIONAL ETF TRUST 13,802.0 $476K 0.36% NEW $34.46 +10.2%
Page 3 of 6  ·  106 positions

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 34.3%
Financial Services 19.4%
Industrials 12.6%
Communication Services 9.2%
Healthcare 8.7%
Consumer Cyclical 8.5%
Utilities 5.8%
Basic Materials 0.6%
Energy 0.5%
Consumer Defensive 0.5%