Lionshead Wealth Management, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$310.3M
Holdings
108
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 227.2k shares)
6.7%
02
$JAAA
JANUS DETROIT STR TR
Q1 2026: Increased +3.6% (51.8k → 53.7k shares)
6.2%
03
$AAPL
APPLE INC
Q1 2026: Sold 5.7% (27.5k → 25.9k shares)
4.5%
04
$BIV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 71.1k shares)
4.2%
05
$DFAT
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 76.6k shares)
3.9%
06
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 65.9k shares)
3.8%
07
$SPYG
SPDR SERIES TRUST
Q1 2026: Sold 21.4% (24.4k → 19.2k shares)
3.1%
08
$JMBS
JANUS DETROIT STR TR
Q4 2025: Exited (was 47.4k shares)
2.9%
09
$VGSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 47.0k shares)
2.7%
10
$TGRW
T ROWE PRICE ETF INC
Q4 2025: Exited (was 77.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.