What does Lionshead Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Lionshead Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$9M235K6.7%

JANUS DETROIT STR TR

$8M166K6.2%

APPLE INC

$6M24K4.5%

VANGUARD BD INDEX FDS

$6M73K4.2%

DIMENSIONAL ETF TRUST

$5M85K3.9%

INVESCO EXCHANGE TRADED FD T

$5M69K3.8%

SPDR SERIES TRUST

$4M42K3.1%

JANUS DETROIT STR TR

$4M86K2.9%

VANGUARD SCOTTSDALE FDS

$4M63K2.7%

T ROWE PRICE ETF INC

$3M77K2.3%

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