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Portfolio (Quarterly) Guide ↗

Lionshead Wealth Management, LLC

· CIK 0002056752
13F Portfolio $136M AUM 108 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 39 Reduced 5 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAI DIMENSIONAL ETF TRUST 235,127.0 $9.2M 6.75% +2K +0.8% $38.96 +6.8%
2 JAAA JANUS DETROIT STR TR 166,464.0 $8.4M 6.20% +58K +53.0% $50.57 +0.2%
3 BIV VANGUARD BD INDEX FDS 73,222.0 $5.7M 4.16% +465.0 +0.6% $77.18 -1.2%
4 JMBS JANUS DETROIT STR TR 85,946.0 $3.9M 2.87% +16K +22.0% $45.38 -1.1%
5 VGSH VANGUARD SCOTTSDALE FDS 62,627.0 $3.7M 2.70% +21K +49.4% $58.54 -0.5%
6 SJNK SPDR SERIES TRUST 119,760.0 $3.0M 2.20% +9K +8.0% $24.98 +0.2%
7 VOT VANGUARD INDEX FDS 9,706.0 $2.5M 1.84% +878.0 +9.9% $257.35 +12.3%
8 DFAU DIMENSIONAL ETF TRUST 39,302.0 $1.8M 1.31% +2K +6.0% $45.12 +13.1%
9 AZZ AZZ INC Industrials 14,000.0 $1.8M 1.29% +7K +100.0% $125.13 +9.5%
10 SCHB SCHWAB STRATEGIC TR 61,656.0 $1.5M 1.14% +15K +32.1% $25.10 +13.9%
11 VB VANGUARD INDEX FDS 5,425.0 $1.4M 1.05% +245.0 +4.7% $261.91 +9.4%
12 AOS SMITH A O CORP Industrials 18,976.0 $1.3M 0.92% +9K +100.0% $65.94 -13.3%
13 MSFT MICROSOFT CORP Technology 3,267.0 $1.2M 0.89% +210.0 +6.9% $370.17 +13.2%
14 TMUS T-MOBILE US INC Communication Services 4,057.0 $852K 0.63% +2K +98.6% $210.03 -9.5%
15 GOOG ALPHABET INC Communication Services 2,919.0 $837K 0.62% +240.0 +9.0% $286.85 +33.7%
16 NAN NUVEEN NY DIVI ADV Financial Services 74,500.0 $836K 0.62% +11K +16.9% $11.22 +0.2%
17 BOND PIMCO ETF TR 9,036.0 $834K 0.61% +2K +20.5% $92.28 -1.0%
18 AGGY WISDOMTREE TR 10,835.0 $471K 0.35% +1K +11.1% $43.45 -0.4%
19 GOOGL ALPHABET INC Communication Services 1,526.0 $439K 0.32% +180.0 +13.4% $287.56 +34.8%
20 JMUB J P MORGAN EXCHANGE TRADED F 7,339.0 $367K 0.27% +429.0 +6.2% $49.99 -0.1%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 17.6%
Industrials 16.1%
Communication Services 9.6%
Healthcare 9.4%
Consumer Cyclical 7.6%
Utilities 6.4%
Energy 1.3%
Basic Materials 1.0%
Consumer Defensive 0.6%