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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLF SELECT SECTOR SPDR TR 5,724.0 $307K 0.20% $53.61 +8.4%
82 BX BLACKSTONE INC Financial Services 2,585.0 $304K 0.20% +129.0 +5.2% $117.67 +21.0%
83 DFAE DIMENSIONAL ETF TRUST 7,389.0 $297K 0.19% -45.0 -0.6% $40.21 -1.0%
84 ED CONSOLIDATED EDISON INC Utilities 2,678.0 $296K 0.19% +26.0 +1.0% $110.63 -2.8%
85 NOC NORTHROP GRUMMAN CORP Industrials 578.0 $294K 0.19% $509.31 +7.1%
86 PG PROCTER & GAMBLE CO Consumer Defensive 1,947.0 $286K 0.18% +44.0 +2.3% $146.64 -2.0%
87 WFC WELLS FARGO & CO Financial Services 3,436.0 $284K 0.18% +45.0 +1.3% $82.64 +4.9%
88 MINO PIMCO ETF TR 6,109.0 $280K 0.18% $45.76 -2.4%
89 UAL UNITED AIRLS HLDGS INC Industrials 2,044.0 $278K 0.18% NEW $135.99 -18.7%
90 BAC BANK OF AMER CORP Financial Services 4,821.0 $275K 0.18% -148.0 -3.0% $56.98 +9.4%
91 BAB INVESCO EXCH TRADED FD TR II 10,210.0 $274K 0.18% -132.0 -1.3% $26.84 -1.9%
92 NRK NUVEEN NY AMT FREE Financial Services 24,023.0 $258K 0.17% NEW $10.74 -4.8%
93 MEAR ISHARES U S ETF TR 5,000.0 $252K 0.16% +50.0 +1.0% $50.38 -0.3%
94 FE FIRSTENERGY CORP Utilities 5,293.0 $252K 0.16% $47.54 -3.5%
95 LIN LINDE PLC Basic Materials 481.0 $250K 0.16% +15.0 +3.2% $518.94 -5.7%
96 BWXT BWX TECHNOLOGIES INC Industrials 1,273.0 $248K 0.16% +273.0 +27.3% $194.65 -21.5%
97 RSG REPUBLIC SVCS INC Industrials 1,160.0 $247K 0.16% +20.0 +1.8% $213.08 +4.2%
98 JNJ JOHNSON & JOHNSON Healthcare 970.0 $246K 0.16% +30.0 +3.2% $254.12 +5.5%
99 AVGO BROADCOM INC Technology 652.0 $246K 0.16% NEW $377.75 -2.4%
100 COF CAPITAL ONE FINL CORP Financial Services 1,223.0 $245K 0.16% -13.0 -1.1% $200.62 +7.5%
Page 5 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%