account_balance
Investment manager · 13F filer · SEC CIK 2056752
Lionshead Wealth Management, LLC
Reported value$148Mas of Sep 30, 2026
Positions109 6 new, 9 sold out
Top 10 weight38.0%DFAI alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAIDimensional ETF Trust
6.8%
AAPLApple Inc.
5.7%
JAAAJanus Detroit STR Tr
5.5%
BIVVanguard Bd Index FDS
3.6%Trimmed −3%
SPHQInvesco Exchange Traded Fd T
3.6%Trimmed −8%
SPYGSPDR Series Trust
3.3%Trimmed −6%
TGRWT Rowe Price Exchange-Traded
2.5%
JMBSJanus Detroit STR Tr
2.4%Trimmed −6%
VOTVanguard Index FDS
2.3%Added +4%
VOEVanguard Index FDS
2.2%Added +3%
SJNKSPDR Series Trust
2.2%Trimmed −5%
AMDAdvanced Micro Devices Inc
2.1%
DFAIDimensional ETF Trust
6.8%
AAPLApple Inc.
5.7%
JAAAJanus Detroit STR Tr
5.5%
BIVVanguard Bd Index FDS
3.6%−3%
SPHQInvesco Exchange Traded Fd T
3.6%−8%
SPYGSPDR Series Trust
3.3%
TGRWT Rowe Price Exchange-Traded
2.5%
JMBSJanus Detroit STR Tr
2.4%
VOTVanguard Index FDS
2.3%
VOE2.2%
SJNK
AMD2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAI Dimensional ETF Trust 6.8% Held
AAPL Apple Inc. 5.7% HeldJAAA Janus Detroit STR Tr 5.5% Held
BIV Vanguard Bd Index FDS 3.6% Trimmed −3%
SPHQ Invesco Exchange Traded Fd T 3.6% Trimmed −8%
SPYG SPDR Series Trust 3.3% Trimmed −6%
TGRW T Rowe Price Exchange-Traded 2.5% Held
JMBS Janus Detroit STR Tr 2.4% Trimmed −6%
VOT Vanguard Index FDS 2.3% Added +4%
VOE Vanguard Index FDS 2.2% Added +3%
SJNK SPDR Series Trust 2.2% Trimmed −5%
AMD Advanced Micro Devices Inc 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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