First seen by DFX
Sep 12, 2026
date not stated
Lionshead Wealth Management, LLC found on the SEC adviser roster (services_description)
Lionshead Wealth Management, LLC reported $135,735,477 across 108 13(f) positions for the quarter ended 2026-03-31
Lionshead Wealth Management, LLC increased Janus Detroit Str Tr 108,762 -> 166,464 shares ($5,501,181 -> $8,418,503)
Lionshead Wealth Management, LLC reduced Quanta Svcs Inc 6,169 -> 4,098 shares ($2,603,689 -> $2,249,884)
Lionshead Wealth Management, LLC increased Vanguard Scottsdale Fds 41,925 -> 62,627 shares ($2,462,283 -> $3,666,199)
Lionshead Wealth Management, LLC reported $133,035,063 across 106 13(f) positions for the quarter ended 2025-12-31
Lionshead Wealth Management, LLC increased Janus Detroit Str Tr 47,386 -> 70,435 shares ($2,164,117 -> $3,218,194)
Lionshead Wealth Management, LLC increased Janus Detroit Str Tr 85,863 -> 108,762 shares ($4,360,111 -> $5,501,181)
Lionshead Wealth Management, LLC reported $126,073,474 across 103 13(f) positions for the quarter ended 2025-09-30
Lionshead Wealth Management, LLC reduced First Tr Exchng Traded Fd VI 157,801 -> 83,827 shares ($3,782,490 -> $2,122,919)
Lionshead Wealth Management, LLC increased Vanguard Index Fds 5,395 -> 7,119 shares ($1,536,752 -> $2,094,663)
Lionshead Wealth Management, LLC exited First Tr Exchng Traded Fd VI (was $3,009,081, 123,323 shares)
Lionshead Wealth Management, LLC increased Dimensional Etf Trust 45,620 -> 76,632 shares ($2,461,666 -> $4,460,761)
Lionshead Wealth Management, LLC increased Dimensional Etf Trust 116,871 -> 227,170 shares ($4,040,251 -> $8,257,638)
Lionshead Wealth Management, LLC increased Janus Detroit Str Tr 33,430 -> 47,386 shares ($1,506,066 -> $2,164,117)
Lionshead Wealth Management, LLC increased Janus Detroit Str Tr 32,994 -> 85,863 shares ($1,674,493 -> $4,360,111)
Lionshead Wealth Management, LLC increased Vanguard Index Fds 9,812 -> 13,441 shares ($1,622,162 -> $2,357,743)
Lionshead Wealth Management, LLC reported $108,328,820 across 93 13(f) positions for the quarter ended 2025-06-30
Lionshead Wealth Management, LLC reduced Dimensional Etf Trust 97,712 -> 45,620 shares ($5,031,192 -> $2,461,666)
Lionshead Wealth Management, LLC opened a $2,029,803 position in First Tr Exchng Traded Fd VI (50,322 shares)
Lionshead Wealth Management, LLC opened a $2,252,770 position in First Tr Exchng Traded Fd VI (100,750 shares)
Lionshead Wealth Management, LLC exited First Tr Exchng Traded Fd VI (was $2,450,561, 81,238 shares)
Lionshead Wealth Management, LLC increased First Tr Exchng Traded Fd VI 98,324 -> 123,323 shares ($2,234,905 -> $3,009,081)
Lionshead Wealth Management, LLC increased Spdr Series Trust 27,746 -> 45,391 shares ($2,229,962 -> $4,326,678)
Lionshead Wealth Management, LLC increased Vanguard Scottsdale Fds 26,961 -> 41,021 shares ($1,582,377 -> $2,411,219)
Lionshead Wealth Management, LLC opened a $3,782,490 position in First Tr Exchng Traded Fd VI (157,801 shares)
Lionshead Wealth Management, LLC reduced Ishares Tr 61,725 -> 42,835 shares ($3,126,990 -> $2,169,611)
Lionshead Wealth Management, LLC reduced Ishares Tr 27,018 -> 15,276 shares ($2,719,940 -> $1,538,230)
Lionshead Wealth Management, LLC reduced Vanguard Index Fds 12,798 -> 5,395 shares ($3,130,973 -> $1,536,752)
Lionshead Wealth Management, LLC reported $96,253,648 across 87 13(f) positions for the quarter ended 2025-03-31
Lionshead Wealth Management, LLC opened a $2,234,905 position in First Tr Exchng Traded Fd VI (98,324 shares)
Lionshead Wealth Management, LLC opened a $2,450,561 position in First Tr Exchng Traded Fd VI (81,238 shares)
Lionshead Wealth Management, LLC opened a $2,015,570 position in Spdr Ser Tr (80,110 shares)
Lionshead Wealth Management, LLC reduced First Tr Exchng Traded Fd VI 120,072 -> 11,220 shares ($3,684,517 -> $337,741)
Lionshead Wealth Management, LLC reduced First Tr Exchng Traded Fd VI 155,208 -> 29,815 shares ($3,537,190 -> $714,666)
Lionshead Wealth Management, LLC reduced Ishares Tr 60,313 -> 13,723 shares ($4,743,695 -> $1,082,616)
Lionshead Wealth Management, LLC reduced Apple Inc 41,389 -> 25,388 shares ($10,364,766 -> $5,639,648)
Lionshead Wealth Management, LLC reduced Dimensional Etf Trust 153,826 -> 110,592 shares ($4,491,743 -> $3,453,796)
Lionshead Wealth Management, LLC reduced Public Svc Enterprise Grp in 52,672 -> 27,986 shares ($4,450,257 -> $2,303,248)
Lionshead Wealth Management, LLC reduced Schwab Strategic Tr 90,906 -> 48,036 shares ($2,063,566 -> $1,034,215)