Lionshead Wealth Management, LLC: 13F holdings
CIK 20567522026Q2
| Positions | 112 |
|---|---|
| Reported value | $154.0m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFAI DIMENSIONAL ETF TRUST | 238,031 | $9.8m | 6.4% |
| JAAA JANUS DETROIT STR TR | 162,857 | $8.3m | 5.4% |
| AAPL APPLE INC | 25,169 | $7.3m | 4.7% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 69,332 | $6.2m | 4.1% |
| DIMENSIONAL ETF TRUST | 87,115 | $6.1m | 4.0% |
| BIV VANGUARD BD INDEX FDS | 75,759 | $5.8m | 3.8% |
| SPYG SPDR SERIES TRUST | 42,074 | $5.0m | 3.3% |
| JMBS JANUS DETROIT STR TR | 89,288 | $4.0m | 2.6% |
| T ROWE PRICE EXCHANGE-TRADED | 76,980 | $3.7m | 2.4% |
| SJNK SPDR SERIES TRUST | 142,195 | $3.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056752")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.