Lionshead Wealth Management, LLC Portfolio Holdings

Lionshead Wealth Management, LLC

  • $133 Billion
  • Q4 2025

Lionshead Wealth Management, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $8.89B, Apple Inc. with a value of $6.65B, Vanguard Bd Index Fd Inc Inter with a value of $5.67B, Janus Detroit Str Tr Janus Hen with a value of $5.5B, and Invesco Exchange Traded Fd Tr with a value of $5.23B.

Examining the 13F form we can see an increase of $6.96B in the current position value, from $126B to 133B.

Lionshead Wealth Management, LLC is based out at New York, NY

Below you can find more details about Lionshead Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $79.6 Billion
Technology: $16.3 Billion
Industrials: $6.14 Billion
Financial Services: $5.39 Billion
Communication Services: $4.84 Billion
Healthcare: $4.24 Billion
Consumer Cyclical: $4.11 Billion
Utilities: $2.79 Billion
Other: $458 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.89 Billion 6.68% of portfolio
233,188
Q4 2025 Added 2.65%
$4.3T
$6.65 Billion 5.0% of portfolio
24,469
Q4 2025 Added 1.36%
$0
$5.67 Billion 4.26% of portfolio
72,757
Q4 2025 Added 2.39%
$0
$5.5 Billion 4.14% of portfolio
108,762
Q4 2025 Added 26.67%
$0
$5.23 Billion 3.93% of portfolio
69,732
Q4 2025 Added 5.75%
$0
$5.03 Billion 3.78% of portfolio
84,545
Q4 2025 Added 10.33%
$0
$4.65 Billion 3.49% of portfolio
43,544
Q4 2025 Reduced 3.35%
$0
$3.54 Billion 2.66% of portfolio
76,980
Q4 2024 New
$0
$3.22 Billion 2.42% of portfolio
70,435
Q4 2025 Added 48.64%
$0
$2.9 Billion 2.18% of portfolio
43,341
Q4 2025 Reduced 5.19%
$0
$2.81 Billion 2.11% of portfolio
110,861
Q4 2025 Added 6.11%
$0
$2.75 Billion 2.07% of portfolio
15,525
Q4 2025 Added 15.5%
$61.4B
$2.6 Billion 1.96% of portfolio
6,169
Q4 2025 Reduced 0.32%
$0
$2.46 Billion 1.85% of portfolio
8,828
Q4 2025 Added 24.01%
$0
$2.47 Billion 1.85% of portfolio
3,617
Q4 2025 Reduced 3.16%
$0
$2.46 Billion 1.85% of portfolio
41,925
Q4 2025 Reduced 10.87%
$342B
$2.36 Billion 1.77% of portfolio
13,275
Q4 2025 Added 1.1%
$41.3B
$2.29 Billion 1.72% of portfolio
28,562
Q4 2025 Reduced 0.66%
First Tr Exchng Traded Fd Vi
-
$2.16 Billion 1.63% of portfolio
-
Q4 2025 Reduced 0.64%
$1.37T
$2.13 Billion 1.6% of portfolio
3,221
Q4 2025 Added 1.16%
$0
$2.1 Billion 1.58% of portfolio
41,616
Q4 2025 Reduced 10.56%
$465B
$1.9 Billion 1.43% of portfolio
10,211
Q4 2025 Added 3.71%
First Tr Exchng Traded Fd Vi
-
$1.87 Billion 1.4% of portfolio
-
Q4 2025 Reduced 8.79%
$1.29T
$1.79 Billion 1.34% of portfolio
3,975
Q4 2025 Added 0.33%
$0
$1.73 Billion 1.3% of portfolio
37,070
Q4 2025 Added 4.63%
$0
$1.72 Billion 1.29% of portfolio
11,943
Q4 2025 Added 100.02%
$0
$1.71 Billion 1.28% of portfolio
39,315
Q4 2025 Reduced 5.09%
$3.78T
$1.48 Billion 1.11% of portfolio
3,057
Q4 2025 Added 2.65%
$2.39T
$1.44 Billion 1.08% of portfolio
6,237
Q4 2025 Added 0.02%
$0
$1.34 Billion 1.0% of portfolio
5,180
Q4 2025 Added 28.25%
$0
$1.33 Billion 1.0% of portfolio
4,413
Q3 2025 Added 1.22%
$0
$1.24 Billion 0.93% of portfolio
12,313
Q4 2025 Reduced 8.75%
$0
$1.22 Billion 0.92% of portfolio
46,656
Q4 2025 Reduced 4.37%
$0
$1.12 Billion 0.84% of portfolio
47,885
Q4 2025 Added 59.45%
$388B
$1.09 Billion 0.82% of portfolio
5,109
Q4 2025 Added 0.53%
$222B
$1.06 Billion 0.79% of portfolio
1,825
Q4 2025 Added 0.72%
$881B
$1.04 Billion 0.78% of portfolio
3,230
Q4 2025 Added 1.41%
$971B
$1.03 Billion 0.77% of portfolio
954
Q4 2025 Added 2.14%
$0
$884 Million 0.66% of portfolio
1,867
Q4 2025 Added 0.21%
$367B
$879 Million 0.66% of portfolio
2,555
Q4 2025 Reduced 0.12%
$662B
$848 Million 0.64% of portfolio
1,687
Q4 2025 Added 1.32%
$89.3B
$849 Million 0.64% of portfolio
7,311
Q4 2025 Added 0.33%
$187B
$840 Million 0.63% of portfolio
4,910
Q4 2025 Added 0.14%
$1.74T
$841 Million 0.63% of portfolio
2,679
Q4 2025 Added 0.94%
$0
$820 Million 0.62% of portfolio
3,330
Q4 2025 Added 0.03%
$2.44B
$750 Million 0.56% of portfolio
7,000
Q4 2024 New
$141B
$728 Million 0.55% of portfolio
29,234
Q4 2025 Added 0.12%
$0
$717 Million 0.54% of portfolio
63,700
Q3 2025 New
$0
$701 Million 0.53% of portfolio
7,498
Q4 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $133 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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