CIK 2056752
Lionshead Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
106
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 106
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| AOS | SMITH A O CORP | 9K | $500K+ | SH |
| HYG | ISHARES TR | 8K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 7K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 926 | $100K–$500K | SH |
| AGGY | WISDOMTREE TR | 10K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 8K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| FHDG | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 802 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 5K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| INTU | INTUIT | 518 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 577 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| OMAH | TIDAL TRUST III | 16K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 6K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| MINO | PIMCO ETF TR | 6K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| AVDS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 5K | $100K–$500K | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 438 | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 586 | $100K–$500K | SH |
| OWL | BLUE OWL CAPITAL INC | 14K | $100K–$500K | SH |