Long-term investor
Lionshead Wealth Management, LLC @lionsheadwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056752).
Record
- Tracked since 2025-06-30 (446 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V203 · 6.4% · long · since 2025-06-30
- 47103U845 · 5.4% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- 46137V241 · 4.1% · long · since 2025-06-30
- 25434V609 · 4.0% · long · since 2025-06-30
- 921937819 · 3.8% · long · since 2025-06-30
- 78464A409 · 3.3% · long · since 2025-06-30
- 47103U852 · 2.6% · long · since 2025-06-30
- 87283Q305 · 2.4% · long · since 2025-06-30
- 78468R408 · 2.3% · long · since 2025-06-30
- 922908538 · 2.2% · long · since 2025-06-30
- 922908512 · 2.1% · long · since 2025-06-30