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| Happy Holidays!! thanks for using AUM13F!! |
| Lyons Wealth Management LLC
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| CRD # | 150581 |
| SEC # | 801-70437 |
| CIK # | 0001526528 |
| AUM | $127.0 M (2025-04-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 407-951-8710 |
| Address | 280 W Canton Ave Ste 430 Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| United Parcel Service Inc | 3.0 | ||
| Microsoft Corp | 1.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Walt Disney Co | 0.7 | ||
| Boeing Co | 0.6 | ||
| Occidental Petroleum Corp /DE/ | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Lyons Wealth Leverage Yield Fund Segregated Portfolio | 2025-04-01 | 11.7 | |
| HF | Meerkat Hedge Partners Fund LP | [2012-04-03] | 1.7 | 0.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 102.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 24.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 127.0 |
| By Discretionary | ||
| Discretionary | 257 | 127.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 257 | 127.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 126.8 | |
| Total | 257 | 127.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Cosgrove | 2 | ||
| Lyons Wealth Holdings LLC | 1 | ||
| Alexander Read | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001526528] |
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