SEC Form 13F

Lionshead Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$154,029,927
Positions112

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$9,818,804238,031
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$8,255,319162,857
APPLE INCAAPLCOM$7,283,10725,169
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$6,246,82669,332
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$6,089,41487,115
VANGUARD BD INDEX FDSBIVINTERMED TERM$5,810,76675,759
SPDR SERIES TRUSTSPYGST STR P500GRW$5,006,50242,074
JANUS DETROIT STR TRJMBSHENDERSON MTG$4,034,54789,288
T ROWE PRICE EXCHANGE-TRADEDTGRWPRICE GRW STOCK$3,673,48676,980
SPDR SERIES TRUSTSJNKST TERM HIGH ETF$3,559,151142,195

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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