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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
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 24,164.0 $6.1M 4.52% -305.0 -1.2% $253.79 +20.2%
2 SPHQ INVESCO EXCHANGE TRADED FD T 69,023.0 $5.2M 3.82% -709.0 -1.0% $75.19 +11.3%
3 SPYG SPDR SERIES TRUST 42,413.0 $4.2M 3.06% -1K -2.6% $97.91 +20.8%
4 EZM WISDOMTREE TR 42,512.0 $2.9M 2.10% -829.0 -1.9% $67.22 +7.1%
5 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 28,277.0 $2.3M 1.69% -285.0 -1.0% $80.95 -3.1%
6 PWR QUANTA SVCS INC Industrials 4,098.0 $2.2M 1.66% -2K -33.6% $549.02 +29.3%
7 QQQ INVESCO QQQ TR Financial Services 3,857.0 $2.2M 1.64% -78.0 -2.0% $577.17 +23.8%
8 SMAY FIRST TR EXCHNG TRADED FD VI 81,158.0 $2.1M 1.57% -2K -2.6% $26.31 +4.3%
9 TFLO ISHARES TR 38,196.0 $1.9M 1.43% -3K -8.2% $50.63 -0.1%
10 PLTR PALANTIR TECHNOLOGIES INC Technology 13,204.0 $1.9M 1.42% -71.0 -0.5% $146.28 -6.2%
11 META META PLATFORMS INC Communication Services 3,193.0 $1.8M 1.35% -28.0 -0.9% $572.13 +6.2%
12 FIRST TR EXCHNG TRADED FD VI 75,323.0 $1.8M 1.30% -3K -4.2% $23.40
13 DJAN FIRST TR EXCHNG TRADED FD VI 37,255.0 $1.6M 1.17% -2K -5.2% $42.53 +6.2%
14 AMZN AMAZON COM INC Consumer Cyclical 6,196.0 $1.3M 0.95% -41.0 -0.7% $208.27 +28.9%
15 SEIX VIRTUS ETF TR II 45,155.0 $1.0M 0.77% -3K -5.7% $23.06 +0.6%
16 AMD ADVANCED MICRO DEVICES INC Technology 5,068.0 $1.0M 0.76% -41.0 -0.8% $203.43 +121.0%
17 JPM JPMORGAN CHASE & CO Financial Services 3,192.0 $939K 0.69% -38.0 -1.2% $294.16 +3.0%
18 LLY ELI LILLY & CO Healthcare 946.0 $870K 0.64% -8.0 -0.8% $919.77 +13.3%
19 HD HOME DEPOT INC Consumer Cyclical 2,531.0 $832K 0.61% -24.0 -0.9% $328.89 -4.6%
20 SGOV ISHARES TR 8,197.0 $825K 0.61% -4K -33.4% $100.66 -0.1%
Page 1 of 2  ·  39 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 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%