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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFUS DIMENSIONAL ETF TRUST 5,834.0 $478K 0.31% -38.0 -0.7% $81.94 +2.4%
62 AGGY WISDOMTREE TR 10,753.0 $468K 0.30% -82.0 -0.8% $43.48 -1.9%
63 RTX RTX CORPORATION Industrials 2,407.0 $457K 0.30% $189.73 +11.6%
64 DFIC DIMENSIONAL ETF TRUST 12,234.0 $456K 0.30% -76.0 -0.6% $37.26 +5.3%
65 VTV VANGUARD INDEX FDS 2,079.0 $453K 0.29% -13.0 -0.6% $217.93 +3.4%
66 ASTS AST SPACEMOBILE INC Technology 5,000.0 $444K 0.29% $88.86 -34.7%
67 YMAR FIRST TR EXCHNG TRADED FD VI 14,805.0 $424K 0.28% -250.0 -1.7% $28.66 +2.4%
68 SNPS SYNOPSYS INC Technology 909.0 $405K 0.26% $446.07 -0.8%
69 DIS DISNEY WALT CO Communication Services 4,068.0 $395K 0.26% +38.0 +0.9% $97.02 +11.4%
70 MPC MARATHON PETE CORP Energy 1,470.0 $376K 0.24% +14.0 +1.0% $255.67 +44.3%
71 JMUB J P MORGAN EXCHANGE TRADED F 7,348.0 $372K 0.24% $50.66 -2.1%
72 FIRST TR EXCHNG TRADED FD VI 9,730.0 $353K 0.23% $36.24
73 ITW ILLINOIS TOOL WKS INC Industrials 1,285.0 $350K 0.23% -8.0 -0.6% $272.08 +2.9%
74 ESOA ENERGY SERVICES OF AMER CORP Industrials 17,382.0 $337K 0.22% $19.38 -40.7%
75 XSD SPDR SERIES TRUST 540.0 $337K 0.22% NEW $623.70 -22.7%
76 B BARRICK MNG CORP Basic Materials 6,388.0 $333K 0.22% $52.14 -12.4%
77 DDOG DATADOG INC Technology 1,247.0 $325K 0.21% NEW $260.36 -9.0%
78 CSCO CISCO SYS INC Technology 2,709.0 $318K 0.21% +95.0 +3.6% $117.47 -6.4%
79 IWN ISHARES TR 1,431.0 $317K 0.21% $221.22 +0.9%
80 BA BOEING CO Industrials 1,443.0 $312K 0.20% NEW $216.47 -3.1%
Page 4 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%