Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lionshead Wealth Management, Llc > Profile

Instuitional Investor - Lionshead Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lionshead Wealth Management, Llc
Portfolio Value $96,253,648
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 25,388 $5,639,648 5.86%
2.
Dimensional Etf Trust
 97,712 $5,031,192 5.23%
3.
Vanguard Bond Index Funds
 BND 61,850 $4,735,911 4.92%
4.
Dimensional Etf Trust
 110,592 $3,453,796 3.59%
5.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 51,396 $3,409,662 3.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)