Lionshead Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 10, 2025
Value $
$126M
Signature - Title
Scott D. Lasky - Managing Member and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lionshead Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lionshead Wealth Management, LLC reported 103 stock holdings with total value $126M as of Q3 2025. Top holdings included DFAI, AAPL, BIV, SPHQ, and SPYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 103 $126M +$17.4M -$7.08M +$10.3M DFAI, AAPL, BIV, SPHQ, SPYG 13F-HR 10/10/2025, 11:10 AM
Q2 2025 93 $108M +$19.1M -$14.9M +$4.14M BIV, AAPL, SPYG, SPHQ, DFAI 13F-HR 8/11/2025, 08:10 PM
Q1 2025 87 $96.3M +$11.7M -$48.5M -$36.7M AAPL, DFAT, BIV, DFAI, SPHQ 13F-HR 5/14/2025, 12:33 PM
Q4 2024 114 $138M $0 $0 AAPL, DFAT, BIV, EZM, HYG 13F-HR 2/14/2025, 02:50 PM