Lionshead Wealth Management, LLC - Portfolio overview

Lionshead Wealth Management, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 6.72%
2. JAAA - JANUS DETROIT STR TR, 6.17%
3. AAPL - APPLE INC, 4.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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