Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lionshead Wealth Management, LLC (CIK 2056752) reported $135.7M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($9.2M, 6.75%), JAAA ($8.4M, 6.20%), AAPL ($6.1M, 4.52%), BIV ($5.7M, 4.16%), DFAT ($5.3M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 6.75% | 235,127 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $8.4M | 6.20% | 166,464 | Added |
| 3 | AAPL | APPLE INC | $6.1M | 4.52% | 24,164 | Trimmed |
| 4 | BIV | VANGUARD BD INDEX FDS | $5.7M | 4.16% | 73,222 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $5.3M | 3.90% | 84,793 | Added |
| 6 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.2M | 3.82% | 69,023 | Trimmed |
| 7 | SPYG | SPDR SERIES TRUST | $4.2M | 3.06% | 42,413 | Trimmed |
| 8 | JMBS | JANUS DETROIT STR TR | $3.9M | 2.87% | 85,946 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $3.7M | 2.70% | 62,627 | Added |
| 10 | TGRW | T ROWE PRICE ETF INC | $3.1M | 2.30% | 76,980 | Hold |
| 11 | SJNK | SPDR SERIES TRUST | $3.0M | 2.20% | 119,760 | Added |
| 12 | VOE | VANGUARD INDEX FDS | $2.9M | 2.12% | 15,597 | Added |
| 13 | EZM | WISDOMTREE TR | $2.9M | 2.11% | 42,512 | Trimmed |
| 14 | VOT | VANGUARD INDEX FDS | $2.5M | 1.84% | 9,706 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 1.73% | 3,617 | Hold |
| 16 | PEG | PUBLIC SVC ENTERPRISE GROUP | $2.3M | 1.69% | 28,277 | Trimmed |
| 17 | PWR | QUANTA SVCS INC | $2.2M | 1.66% | 4,098 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $2.2M | 1.64% | 3,857 | Trimmed |
| 19 | SMAY | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.57% | 81,158 | Trimmed |
| 20 | TFLO | ISHARES TR | $1.9M | 1.42% | 38,196 | Trimmed |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 1.42% | 13,204 | Trimmed |
| 22 | META | META PLATFORMS INC | $1.8M | 1.35% | 3,193 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $1.8M | 1.31% | 10,193 | Trimmed |
| 24 | DFAU | DIMENSIONAL ETF TRUST | $1.8M | 1.31% | 39,302 | Added |
| 25 | QCJL | FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.30% | 75,323 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31