Lionshead Wealth Management, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,735
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 108 | 135,735 | 13F-HR | Lionshead Wealth Management, LLC |
| Q4 2025 | 1/13/2026 | 106 | 133,035 | 13F-HR | Lionshead Wealth Management, LLC |
| Q3 2025 | 10/10/2025 | 103 | 126,073 | 13F-HR | Lionshead Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 93 | 108,329 | 13F-HR | Lionshead Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.01 K | 49.3% | 0 | 55.01 K | -55.01 K |
| ETFs | 67.79 K | 50.7% | 57.88 K | 0 | 57.88 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
135,735
Holdings
108
QoQ value change ($000)
2,700
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.