What does Lionshead Wealth Management, LLC hold?

Lionshead Wealth Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2056752.

What is Lionshead Wealth Management, LLC's AUM?

Lionshead Wealth Management, LLC reported approximately $147.7M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $229.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Lionshead Wealth Management, LLC's holdings?

All Lionshead Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2056752. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Lionshead Wealth Management, LLC's 13F data updated on 13F Pro?

Lionshead Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Lionshead Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056752

Institutional-grade research for retail investors

Sector Allocation

Other57.8%$85.3M
Technology17.5%$25.9M
Financials9.5%$14.0M
Healthcare5.0%$7.3M
Industrials4.1%$6.0M
Consumer Discretionary2.6%$3.8M
Utilities1.8%$2.6M
Energy0.7%$1.0M
Communication Services0.6%$932,099
Materials0.3%$481,936

AUM History

13fpro.ai/research/fund/lionshead-wealth-management-llc-2056752

Conviction and streaks

Stable · top 10 = 38.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.8% weight · held 8 quarters

$AAPLConviction hold5.7% weight · held 8 quarters

$Conviction hold5.5% weight · held 6 quarters

$Conviction hold3.6% weight · held 8 quarters

$IVZConviction hold3.6% weight · held 8 quarters

$Accumulating+119% shares · 6 quarters running

$Accumulating+135% shares · 6 quarters running

$Accumulating+169% shares · 6 quarters running

$Accumulating+112% shares · 5 quarters running

$Accumulating+24% shares · 5 quarters running

$WTTrimming-55% shares · 7 quarters running

$Trimming-82% shares · 6 quarters running

$Trimming-55% shares · 6 quarters running

$Trimming-13% shares · 5 quarters running

$Trimming-26% shares · 5 quarters running

Largest positions — Q3 2026

DIMENSIONAL
$10.0M
AAPL
$8.4M
JANUS
$8.2M
VANGUARD
$5.4M
IVZ
$5.3M
SPDR
$4.9M
T
$3.7M
JANUS
$3.6M
VANGUARD
$3.3M
VANGUARD
$3.3M
SPDR
$3.3M
AMD
$3.1M
VANGUARD
$3.1M
WT
$2.9M
QQQ
$2.9M
SPY
$2.7M
PWR
$2.6M
TMO
$2.6M
ISHARES
$2.5M
PLTR
$2.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lionshead-wealth-management-llc-2056752

Lionshead Wealth Management, LLC 13F holdings — Q3 2026

$147.7M portfolio (-4.1% QoQ) · 109 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio

1
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$10.0M
6.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
Apple Inc.
$AAPL
$8.4M
5.7% of stocks
+0.5%This quarter-0.0%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
3
JANUS DETROIT STR TR - HENDRSON AAA CL
$8.2M
5.5% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD BD INDEX FDS - INTERMED TERM
$5.4M
3.6% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
Invesco Ltd.
$IVZ
$5.3M
3.6% of stocks
-8%This quarter-2.5%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
6
SPDR SERIES TRUST - ST STR P500GRW
$4.9M
3.3% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK
$3.7M
2.5% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
8
JANUS DETROIT STR TR - HENDERSON MTG
$3.6M
2.4% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$3.3M
2.3% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$3.3M
2.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$10.0M	6.8%	+2%	—	—	—	—
2	Apple Inc.$AAPL	$8.4M	5.7%	+0.5%	-0.0%	8+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	JANUS DETROIT STR TR - HENDRSON AAA CL	$8.2M	5.5%	-1%	—	—	—	—
4	VANGUARD BD INDEX FDS - INTERMED TERM	$5.4M	3.6%	-3%	—	—	—	—
5	Invesco Ltd.$IVZ	$5.3M	3.6%	-8%	-2.5%	8+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
6	SPDR SERIES TRUST - ST STR P500GRW	$4.9M	3.3%	-6%	—	—	—	—
7	T ROWE PRICE EXCHANGE-TRADED - PRICE GRW STOCK	$3.7M	2.5%	No change	—	—	—	—
8	JANUS DETROIT STR TR - HENDERSON MTG	$3.6M	2.4%	-6%	—	—	—	—
9	VANGUARD INDEX FDS - MRNGSTR MD CP GR	$3.3M	2.3%	+4%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR MD CP VA	$3.3M	2.2%	+3%	—	—	—	—

All holdings — Lionshead Wealth Management, LLC (Q3 2026)

Sort

109 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund	—	$3.3M	2.2%	135K	-5%	—	—	13F
12	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.1M	2.1%	5,137	+0.3%	8+ qtrs	79.8	13F
13	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund	—	$3.1M	2.1%	55K	+0.6%	—	—	13F
14	$WT	WisdomTree, Inc.	Financials	$2.9M	2.0%	41K	-2%	8+ qtrs	61.4	13F
15	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$2.9M	1.9%	3,857	+0.0%	8+ qtrs	—	13F
16	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$2.7M	1.8%	3,549	-1%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$PWR	QUANTA SERVICES, INC.	Industrials	$2.6M	1.8%	4,075	+0.0%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$2.6M	1.7%	3,815	+0.1%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	ISHARES TR - ISHARES SEMICDTRetf/fund	—	$2.5M	1.7%	4,413	—	—	—	13F
20	$PLTR	Palantir Technologies Inc.	Technology	$2.5M	1.7%	13K	+0.9%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$NVDA	NVIDIA CORP	Technology	$2.4M	1.6%	11K	+2%	8+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	$META	Meta Platforms, Inc.	Technology	$2.4M	1.6%	3,274	+2%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$2.3M	1.6%	12K	—	—	—	13F
24	—	DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund	—	$2.2M	1.5%	41K	+2%	—	—	13F
25	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100	—	$1.9M	1.3%	75K	—	—	—	13F
26	$AZZ	AZZ INC	Industrials	$1.9M	1.3%	14K	—
27	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$1.9M	1.3%	63K	+0.5%
28	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$1.8M	1.3%	27K	-0.7%
29	$MSFT	MICROSOFT CORP	Technology	$1.7M	1.2%	3,407	-1%
30	—	ISHARES TR - TRS FLT RT BD	—	$1.7M	1.2%	34K	+2%
31	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$1.7M	1.2%	37K	—
32	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$1.7M	1.2%	6,025	+8%
33	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$1.6M	1.1%	4,781	+4%
34	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.6M	1.1%	4,502	+13%
35	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.5M	1.0%	5,982	+0.5%
36	$ABBV	AbbVie Inc.	Healthcare	$1.2M	0.8%	4,730	+0.2%
37	$LLY	ELI LILLY & Co	Healthcare	$1.1M	0.8%	974	+0.5%
38	$JPM	JPMORGAN CHASE & CO	Financials	$1.1M	0.8%	3,360	+0.7%
39	—	VIRTUS ETF TR II - SEIX SR LN ETF	—	$1.1M	0.8%	47K	+20%
40	$BNY	Bank of New York Mellon Corp	Financials	$1.1M	0.7%	7,344	+0.1%
41	$GOOG	Alphabet Inc.	Technology	$952K	0.6%	2,793	—
42	—	ISHARES TR - RUS 1000 GRW ETF	—	$940K	0.6%	7,507	+0.0%
43	$QCOM	QUALCOMM INC/DE	Technology	$912K	0.6%	4,955	+0.8%
44	—	ISHARES TR - RUSSELL 2000 ETF	—	$904K	0.6%	3,253	+0.0%
45	$CRWD	CrowdStrike Holdings, Inc.	Technology	$871K	0.6%	3,291	+301%
46	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$850K	0.6%	1,707	+0.2%
47	$MRK	Merck & Co., Inc.	Healthcare	$842K	0.6%	5,758	+0.1%
48	$PFE	PFIZER INC	Healthcare	$839K	0.6%	29K	+0.8%
49	—	PIMCO ETF TR - ACTIVE BD ETF	—	$759K	0.5%	8,723	-2%
50	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$740K	0.5%	27K	—
51	$NAN	NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND	Other	$737K	0.5%	75K	—
52	$HD	HOME DEPOT, INC.	Consumer Discretionary	$731K	0.5%	2,569	+2%
53	$GOOGL	Alphabet Inc.	Technology	$707K	0.5%	2,054	+3%
54	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$694K	0.5%	25K	—
55	$IVZ	Invesco Ltd.	Financials	$661K	0.5%	3,178	—
56	—	DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI	—	$604K	0.4%	14K	New
57	$MPC	Marathon Petroleum Corp	Energy	$581K	0.4%	1,470	—
58	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$519K	0.3%	12K	New
59	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$518K	0.3%	12K	New
60	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$517K	0.3%	3,095	—
61	—	ISHARES TR - 0-3 MTH TREASURY	—	$492K	0.3%	4,889	-3%
62	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	—	$479K	0.3%	5,767	-1%
63	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	—	$455K	0.3%	12K	-1%
64	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$444K	0.3%	2,055	-1%
65	$RTX	RTX Corp	Industrials	$442K	0.3%	2,383	-1.0%
66	$WT	WisdomTree, Inc.	Financials	$437K	0.3%	11K	-1%
67	—	FIRST TR EXCHNG TRADED FD VI - FT VEST INTER EQ	—	$430K	0.3%	15K	—
68	$DIS	Walt Disney Co	Communication Services	$426K	0.3%	4,057	-0.3%
69	$SNPS	SYNOPSYS INC	Technology	$391K	0.3%	900	-1.0%
70	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	—	$362K	0.3%	9,730	—
71	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$350K	0.2%	7,358	+0.1%
72	$DDOG	Datadog, Inc.	Technology	$341K	0.2%	1,245	-0.2%
73	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$335K	0.2%	1,293	+0.6%
74	$CRM	Salesforce, Inc.	Technology	$324K	0.2%	1,407	+2%
75	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$306K	0.2%	5,724	—
76	—	ISHARES TR - RUS 2000 VAL ETF	—	$300K	0.2%	1,431	—
77	$BX	Blackstone Inc.	Financials	$295K	0.2%	2,631	+2%
78	$ASTS	AST SpaceMobile, Inc.	Communication Services	$294K	0.2%	5,000	—
79	$CSCO	CISCO SYSTEMS, INC.	Technology	$291K	0.2%	2,700	-0.3%
80	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$287K	0.2%	7,304	-1%
81	—	SPDR SERIES TRUST - ST STR SP SEMI	—	$286K	0.2%	540	—
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$285K	0.2%	1,962	+0.8%
83	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$280K	0.2%	580	+0.3%
84	$WFC	WELLS FARGO & COMPANY/MN	Financials	$278K	0.2%	3,470	+1.0%
85	$ED	CONSOLIDATED EDISON INC	Utilities	$272K	0.2%	2,663	-0.6%
86	$BA	BOEING CO	Industrials	$270K	0.2%	1,451	+0.6%
87	$BAC	BANK OF AMERICA CORP /DE/	Financials	$266K	0.2%	4,892	+1%
88	$XOM.R34088	EXXON MOBIL CORP	Energy	$264K	0.2%	1,620	New
89	—	PIMCO ETF TR - MUNI INCOME OPP	—	$260K	0.2%	6,109	—
90	$JNJ	JOHNSON & JOHNSON	Healthcare	$260K	0.2%	981	+1%
91	$B	BARRICK MINING CORP	Materials	$260K	0.2%	6,388	—
92	$IVZ	Invesco Ltd.	Financials	$253K	0.2%	9,985	-2%
93	$RSG	REPUBLIC SERVICES, INC.	Utilities	$244K	0.2%	1,162	+0.2%
94	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$238K	0.2%	1,235	+1.0%
95	—	AMERICAN CENTY ETF TR - AVANTIS INTL SML	—	$230K	0.2%	2,949	-1%
96	$FE	FIRSTENERGY CORP	Utilities	$229K	0.2%	5,294	+0.0%
97	$ABT	ABBOTT LABORATORIES	Healthcare	$227K	0.1%	2,297	+3%
98	$UAL	United Airlines Holdings, Inc.	Industrials	$227K	0.1%	2,044	—
99	$NRK	NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND	Other	$226K	0.1%	24K	+0.9%
100	$LIN	LINDE PLC	Materials	$222K	0.1%	468	-3%
101	$LMT	LOCKHEED MARTIN CORP	Industrials	$221K	0.1%	434	+0.2%
102	$AVGO	Broadcom Inc.	Technology	$221K	0.1%	629	-4%
103	$GILD	GILEAD SCIENCES, INC.	Healthcare	$219K	0.1%	1,472	New
104	$T	AT&T INC.	Communication Services	$212K	0.1%	8,694	New
105	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$212K	0.1%	6,489	—
106	—	ISHARES INC - MSCI GBL ETF NEW	—	$210K	0.1%	3,496	—
107	$WT	WisdomTree, Inc.	Financials	$202K	0.1%	2,944	New
108	$ESOA	Energy Services of America CORP	Energy	$195K	0.1%	17K	—
109	$OWL	BLUE OWL CAPITAL INC.	Financials	$137K	0.1%	15K	—

What changed in Q3 2026

Against the previous quarter's 13F: 6 new, 49 added to, 27 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$604K
first bought this quarter
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$519K
first bought this quarter
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$518K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$264K
first bought this quarter
$GILDGILEAD SCIENCES, INC.$219K
first bought this quarter
$TAT&T INC.$212K
first bought this quarter

Added to (49)

$CRWDCrowdStrike Holdings, Inc.+301%
now $871K · held 8+ qtrs
VIRTUS ETF TR II - SEIX SR LN ETF+20%
now $1.1M
$TSLATesla, Inc.+13%
now $1.6M · held 8+ qtrs
DIMENSIONAL ETF TRUST - INTL CORE EQT MK+2%
now $10.0M
VANGUARD INDEX FDS - MRNGSTR SML CAP+8%
now $1.7M
VANGUARD INDEX FDS - MRNGSTR MD CP GR+4%
now $3.3M

+43 more in the Excel export

Trimmed (27)

$IVZInvesco Ltd.-8%
now $5.3M · held 8+ qtrs
SPDR SERIES TRUST - ST STR P500GRW-6%
now $4.9M
JANUS DETROIT STR TR - HENDERSON MTG-6%
now $3.6M
SPDR SERIES TRUST - ST TERM HIGH ETF-5%
now $3.3M
VANGUARD BD INDEX FDS - INTERMED TERM-3%
now $5.4M
JANUS DETROIT STR TR - HENDRSON AAA CL-1%
now $8.2M

+21 more in the Excel export

Sold out (9)

DIMENSIONAL ETF TRUST - US TARGETED VLUwas $6.1M
$AOSSMITH A O CORPwas $1.2M
held 7+ qtrs
DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $608K
ISHARES U S ETF TR - SHOR MAT MUN ETFwas $252K
$BWXTBWX Technologies, Inc.was $248K
held 2 qtrs
$GEVGE Vernova Inc.was $227K

+3 more in the Excel export

Firm AUM (Form ADV): $229.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Lionshead Wealth Management, LLC has filed, 7 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Lionshead Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-2.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Lionshead Wealth Management, LLC disclosed 109 positions worth $147.7M in its Form 13F-HR for Q3 2026, followed by $AAPL. During the quarter the fund opened 6 new positions and exited 9. The portfolio is most concentrated in Other (57.8% of disclosed assets). All figures are sourced directly from Lionshead Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2056752.

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AI-Powered Hedge Fund Analysis: Lionshead Wealth Management, LLC

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Every holding in Lionshead Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.