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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHA SCHWAB STRATEGIC TR 6,489.0 $234K 0.15% NEW $36.13 -5.2%
102 GEV GE VERNOVA INC Utilities 193.0 $227K 0.15% NEW $1175.36 -22.4%
103 AVDS AMERICAN CENTY ETF TR 2,984.0 $225K 0.15% -19.0 -0.6% $75.26 +7.1%
104 LMT LOCKHEED MARTIN CORP Industrials 433.0 $221K 0.14% +6.0 +1.4% $510.15 +10.5%
105 WBS WEBSTER FINL CORP Financial Services 2,869.0 $219K 0.14% NEW $76.42 +1.5%
106 CRM SALESFORCE INC Technology 1,373.0 $216K 0.14% -57.0 -4.0% $157.11 +62.9%
107 IJT ISHARES TR 1,200.0 $214K 0.14% NEW $178.60 -4.2%
108 SPLV INVESCO EXCH TRADED FD TR II 2,760.0 $207K 0.13% -43.0 -1.5% $74.92 +0.2%
109 AXP AMERICAN EXPRESS CO Financial Services 606.0 $205K 0.13% NEW $338.25 -1.5%
110 PICK ISHARES INC 3,496.0 $203K 0.13% NEW $58.15 +13.1%
111 ABT ABBOTT LABORATORIES Healthcare 2,221.0 $202K 0.13% +13.0 +0.6% $90.74 +23.9%
112 OWL BLUE OWL CAPITAL INC Financial Services 15,060.0 $132K 0.09% +325.0 +2.2% $8.75 +37.4%
Page 6 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%