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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 4,086.0 $465K 0.35% NEW $113.76 -9.0%
62 RTX RTX CORPORATION Industrials 2,429.0 $445K 0.34% NEW $183.40 -4.7%
63 SNPS SYNOPSYS INC Technology 926.0 $435K 0.33% NEW $469.72 +6.2%
64 AGGY WISDOMTREE TR 9,749.0 $429K 0.32% NEW $44.05 -1.7%
65 MEAR ISHARES U S ETF TR 8,460.0 $426K 0.32% NEW $50.32 -0.3%
66 GOOGL ALPHABET INC Communication Services 1,346.0 $421K 0.32% NEW $313.00 +23.9%
67 TMUS T-MOBILE US INC Communication Services 2,043.0 $415K 0.31% NEW $203.04 -6.3%
68 VTV VANGUARD INDEX FDS 2,156.0 $412K 0.31% NEW $190.99 +9.4%
69 YMAR FIRST TR EXCHNG TRADED FD VI 15,055.0 $407K 0.31% NEW $27.02 +5.2%
70 CRM SALESFORCE INC Technology 1,511.0 $400K 0.30% NEW $264.91 -33.4%
71 FIRST TR EXCHNG TRADED FD VI 11,167.0 $379K 0.28% NEW $33.93
72 CRWD CROWDSTRIKE HLDGS INC Technology 802.0 $376K 0.28% NEW $468.76 +38.3%
73 BX BLACKSTONE INC Financial Services 2,423.0 $373K 0.28% NEW $154.14 -23.1%
74 ASTS AST SPACEMOBILE INC Technology 5,000.0 $363K 0.27% NEW $72.63 +32.5%
75 JMUB J P MORGAN EXCHANGE TRADED F 6,910.0 $350K 0.26% NEW $50.66 -1.4%
76 INTU INTUIT Technology 518.0 $343K 0.26% NEW $662.42 -53.6%
77 NOC NORTHROP GRUMMAN CORP Industrials 577.0 $329K 0.25% NEW $570.21 -3.3%
78 WFC WELLS FARGO CO NEW Financial Services 3,473.0 $324K 0.24% NEW $93.20 -18.7%
79 ITW ILLINOIS TOOL WKS INC Industrials 1,285.0 $316K 0.24% NEW $246.30 +1.5%
80 XLF SELECT SECTOR SPDR TR 5,724.0 $314K 0.24% NEW $54.77 -5.6%
Page 4 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%