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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 2,417.0 $466K 0.34% $192.90 -9.4%
62 GOOGL ALPHABET INC Communication Services 1,526.0 $439K 0.32% +180.0 +13.4% $287.56 +34.8%
63 DFIC DIMENSIONAL ETF TRUST 12,310.0 $437K 0.32% -1K -10.8% $35.53 +6.9%
64 DFUS DIMENSIONAL ETF TRUST 5,872.0 $416K 0.31% -1K -19.0% $70.91 +13.9%
65 ASTS AST SPACEMOBILE INC Technology 5,000.0 $414K 0.30% $82.87 +16.1%
66 YMAR FIRST TR EXCHNG TRADED FD VI 15,055.0 $412K 0.30% $27.35 +3.9%
67 VTV VANGUARD INDEX FDS 2,092.0 $410K 0.30% -64.0 -3.0% $196.20 +6.5%
68 NOC NORTHROP GRUMMAN CORP Industrials 576.0 $393K 0.29% $682.24 -19.2%
69 DIS DISNEY WALT CO Communication Services 4,030.0 $388K 0.29% -56.0 -1.4% $96.37 +7.5%
70 JMUB J P MORGAN EXCHANGE TRADED F 7,339.0 $367K 0.27% +429.0 +6.2% $49.99 -0.1%
71 SNPS SYNOPSYS INC Technology 910.0 $361K 0.27% -16.0 -1.7% $396.48 +25.8%
72 MPC MARATHON PETE CORP Energy 1,456.0 $356K 0.26% $244.18 +1.7%
73 ITW ILLINOIS TOOL WKS INC Industrials 1,293.0 $339K 0.25% +8.0 +0.6% $261.90 -4.6%
74 FIRST TR EXCHNG TRADED FD VI 9,730.0 $329K 0.24% -1K -12.9% $33.80
75 CRWD CROWDSTRIKE HLDGS INC Technology 816.0 $319K 0.23% +14.0 +1.8% $390.41 +66.0%
76 ED CONSOLIDATED EDISON INC Utilities 2,652.0 $300K 0.22% $113.18 -5.1%
77 OMAH TIDAL TRUST III 16,292.0 $294K 0.22% $18.02 +6.0%
78 HON HONEYWELL INTL INC Industrials 1,262.0 $285K 0.21% $226.05 -1.0%
79 XLF SELECT SECTOR SPDR TR 5,724.0 $283K 0.21% $49.37 +4.8%
80 BX BLACKSTONE INC Financial Services 2,456.0 $282K 0.21% +33.0 +1.4% $115.00 +3.1%
Page 4 of 6  ·  108 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%