Lionshead Wealth Management Discloses 109 Equity Positions in Latest 13F Filing

Lionshead Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 109 distinct securities held by the firm.

The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds. Notable positions include Vanguard Short-Term Treasury ETF, which holds 5,455,300 shares, and Vanguard Intermediate-Term Bond Index Fund, which holds 7,385,500 shares. Other significant ETF holdings include WisdomTree U.S. MidCap Fund (4,066,000 shares), SPDR Series Trust Short-Term High Yield ETF (1,346,210 shares), and Schwab Strategic Trust U.S. Broad Market ETF (632,540 shares).

Among individual common stocks, the largest positions include NVIDIA Corporation (1,064,700 shares), Palantir Technologies Inc. Class A (1,331,100 shares), and Pfizer Inc. (29,409 shares). Other individual holdings include shares of Apple Inc. (25,284 shares), Microsoft Corporation (3,407 shares), and Johnson & Johnson (981 shares).