Lionshead Wealth Management, LLC
Lionshead Wealth Management, LLC reported 112 positions worth $154.0M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAI (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAI | SH | $9.8M | 6.37% | 238,031 | — | — | |
| ▸ 2 | JAAA | SH | $8.3M | 5.36% | 162,857 | — | — | |
| ▸ 3 | AAPL | SH | $7.3M | 4.73% | 25,169 | — | — | |
| ▸ 4 | SPHQ | SH | $6.2M | 4.06% | 69,332 | — | — | |
| ▸ 5 | DFAT | SH | $6.1M | 3.95% | 87,115 | — | — | |
| ▸ 6 | BIV | SH | $5.8M | 3.77% | 75,759 | — | — | |
| ▸ 7 | SPYG | SH | $5.0M | 3.25% | 42,074 | — | — | |
| ▸ 8 | JMBS | SH | $4.0M | 2.62% | 89,288 | — | — | |
| ▸ 9 | TGRW | SH | $3.7M | 2.38% | 76,980 | — | — | |
| ▸ 10 | SJNK | SH | $3.6M | 2.31% | 142,195 | — | — |
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Frequently Asked Questions
What stocks does Lionshead Wealth Management, LLC hold as of Q2 2026?
Lionshead Wealth Management, LLC reported 112 positions worth $154.0M in its Q2 2026 13F filing. Largest positions: DFAI (6.4%), JAAA (5.4%), AAPL (4.7%), SPHQ (4.1%) and DFAT (4.0%).
What did Lionshead Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lionshead Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.