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Portfolio (Quarterly) Guide ↗

Lionshead Wealth Management, LLC

· CIK 0002056752
13F Portfolio $154M AUM 112 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 38 Added 32 Reduced 9 Exited
Page 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 27,653.0 $2.2M 1.46% -624.0 -2.2% $81.16 -9.8%
22 AZZ AZZ INC Industrials 14,000.0 $2.2M 1.41% $155.05 -10.8%
23 NVDA NVIDIA CORPORATION Technology 10,469.0 $2.1M 1.36% +276.0 +2.7% $200.09 +8.7%
24 DFAU DIMENSIONAL ETF TRUST 40,232.0 $2.1M 1.35% +930.0 +2.4% $51.69 +2.8%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,811.0 $1.9M 1.24% +2K +109.6% $501.83 +24.0%
26 FIRST TR EXCHNG TRADED FD VI 74,602.0 $1.9M 1.21% -721.0 -1.0% $25.05
27 SCHB SCHWAB STRATEGIC TR 62,911.0 $1.8M 1.18% +1K +2.0% $28.96 +2.6%
28 META META PLATFORMS INC Communication Services 3,221.0 $1.8M 1.18% +28.0 +0.9% $563.29 +2.6%
29 TFLO ISHARES TR 33,817.0 $1.7M 1.11% -4K -11.5% $50.63 +0.0%
30 VB VANGUARD INDEX FDS 5,597.0 $1.7M 1.10% +172.0 +3.2% $303.12 -0.8%
31 VBK VANGUARD INDEX FDS 4,606.0 $1.7M 1.09% NEW $365.74 -3.8%
32 TSLA TESLA INC Consumer Cyclical 4,001.0 $1.7M 1.09% $420.60 -17.1%
33 DJAN FIRST TR EXCHNG TRADED FD VI 36,927.0 $1.7M 1.09% -328.0 -0.9% $45.52 +2.1%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 13,193.0 $1.5M 1.00% $116.67 +59.7%
35 AMZN AMAZON COM INC Consumer Cyclical 5,951.0 $1.4M 0.92% -245.0 -4.0% $238.34 +11.8%
36 MSFT MICROSOFT CORP Technology 3,445.0 $1.3M 0.83% +178.0 +5.5% $373.08 +37.6%
37 AOS SMITH A O CORP Industrials 18,976.0 $1.2M 0.77% $62.72 -3.7%
38 ABBV ABBVIE INC Healthcare 4,720.0 $1.2M 0.77% +2K +96.8% $251.64 +1.5%
39 LLY ELI LILLY & CO Healthcare 969.0 $1.2M 0.76% +23.0 +2.4% $1199.43 -2.2%
40 JPM JPMORGAN CHASE & CO Financial Services 3,336.0 $1.1M 0.71% +144.0 +4.5% $327.33 +9.3%
Page 2 of 6  ·  112 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 33.6%
Financial Services 18.9%
Industrials 16.3%
Healthcare 11.1%
Consumer Cyclical 7.2%
Utilities 5.4%
Communication Services 5.3%
Basic Materials 1.0%
Energy 0.7%
Consumer Defensive 0.5%