SEC Form 13F · Q3 2026

Lionshead Wealth Management, LLC

Institutional Holdings Report

13F-HRNY
$147.7M
Portfolio Value
109
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Lionshead Wealth Management, LLC
CIK
2056752
Accession No.
0001172661-26-004617
Location
New York, NY
Form Type
13F-HR
Portfolio Value
$147.7M
Holdings Reported
109
Reporting Period
Q3 2026
Filed
October 21, 2026

About this Filing

Lionshead Wealth Management, LLC is an institutional investment manager based in New York, NY reporting approximately $147.7M in 13(f) securities across 109 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.