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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 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BK BANK OF NY MELLON CORP Financial Services 7,339.0 $1.1M 0.69% $144.61 -1.9%
42 GOOG ALPHABET INC 2,793.0 $987K 0.64% -126.0 -4.3% $353.33
43 IWM ISHARES TR 3,252.0 $977K 0.63% -28.0 -0.8% $300.52 -1.6%
44 IWF ISHARES TR 7,506.0 $932K 0.60% +6K +302.5% $124.19 -1.2%
45 SEIX VIRTUS ETF TR II 39,629.0 $917K 0.59% -6K -12.2% $23.13 +0.6%
46 QCOM QUALCOMM INC Technology 4,917.0 $909K 0.59% $184.79 -11.1%
47 HD HOME DEPOT INC Consumer Cyclical 2,531.0 $893K 0.58% $352.68 -6.4%
48 NAN NUVEEN NY DIVI ADV Financial Services 74,500.0 $879K 0.57% $11.80 -7.4%
49 BERKSHIRE HATHAWAY INC DEL 1,704.0 $853K 0.55% +47.0 +2.8% $500.39
50 BOND PIMCO ETF TR 8,920.0 $823K 0.53% -116.0 -1.3% $92.21 -1.8%
51 SMAY FIRST TR EXCHNG TRADED FD VI 26,740.0 $759K 0.49% -54K -67.0% $28.38 +0.4%
52 MRK MERCK & CO INC Healthcare 5,754.0 $744K 0.48% +44.0 +0.8% $129.35 +14.6%
53 GOOGL ALPHABET INC Communication Services 1,994.0 $713K 0.46% +468.0 +30.7% $357.37 -3.0%
54 PFE PFIZER INC Healthcare 29,172.0 $702K 0.46% $24.08 +16.1%
55 SCHF SCHWAB STRATEGIC TR 25,280.0 $700K 0.46% -1K -5.5% $27.70 +2.2%
56 RSP INVESCO EXCHANGE TRADED FD T 3,178.0 $676K 0.44% $212.77 +3.7%
57 CRWD CROWDSTRIKE HLDGS INC Technology 820.0 $626K 0.41% $190.79 +14.5%
58 DUHP DIMENSIONAL ETF TRUST 14,581.0 $608K 0.40% -89.0 -0.6% $41.73 +1.5%
59 XLI SELECT SECTOR SPDR TR 3,095.0 $573K 0.37% $185.23 -4.4%
60 SGOV ISHARES TR 5,038.0 $507K 0.33% -3K -38.5% $100.69 +0.0%
Page 3 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%