13F Filings History of Lionshead Wealth Management, LLC

Latest 13F report
Q4 2025 - 13 Jan 2026
Value $
$133,035,063
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 106 stock holdings with total value $133,035,063 as of Q4 2025. Top holdings included DFAI, AAPL, BIV, JAAA, and SPHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $133,035,063 +$8,008,940 -$2,418,207 +$5,590,733 DFAI, AAPL, BIV, JAAA, SPHQ 13F-HR 13 Jan 2026, 08:23
Q3 2025 103 $126,073,474 +$17,410,899 -$7,081,856 +$10,329,043 DFAI, AAPL, BIV, SPHQ, SPYG 13F-HR 10 Oct 2025, 11:10
Q2 2025 93 $108,328,820 +$19,075,011 -$14,930,518 +$4,144,493 BIV, AAPL, SPYG, SPHQ, DFAI 13F-HR 11 Aug 2025, 20:10
Q1 2025 87 $96,253,648 +$11,733,002 -$48,463,938 -$36,730,936 AAPL, DFAT, BIV, DFAI, SPHQ 13F-HR 14 May 2025, 12:33
Q4 2024 114 $138,329,029 $0 $0 $0 AAPL, DFAT, BIV, EZM, HYG 13F-HR 14 Feb 2025, 14:50