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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 $138,329,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 41,389 $10,364,766 7.49%
2.
Dimensional Etf Trust
 129,199 $7,191,268 5.19%
3.
Vanguard Bond Index Funds
 BND 75,961 $5,676,648 4.1%
4.
Wisdomtree Trust
 89,899 $5,620,300 4.06%
5.
Ishares Tr - IBOXX HI YD ETF
 60,313 $4,743,695 3.42%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)