StockDriftsStockDriftsTop 50 Lionshead Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 6.75% | 235.1K | $9.2M | +0.83%(+1.94K) | $33.13(+25.51%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 6.2% | 166.5K | $8.4M | +53.05%(+57.70K) | $50.64(-0.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.52% | 24.2K | $6.1M | -1.25%(-305) | $232.77(+32.59%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.16% | 73.2K | $5.7M | +0.64%(+465) | $76.70(-0.35%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.9% | 84.8K | $5.3M | +0.29%(+248) | $56.12(+23.98%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.82% | 69.0K | $5.2M | -1.02%(-709) | $68.08(+29.07%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.06% | 42.4K | $4.2M | -2.60%(-1.13K) | $86.31(+35.78%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 2.87% | 85.9K | $3.9M | +22.02%(+15.51K) | $45.23(-0.54%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.7% | 62.6K | $3.7M | +49.38%(+20.70K) | $58.63(-0.94%) | 2026-03-31 | |
| TGRW | T ROWE PRICE ETF INC | 2.3% | 77.0K | $3.1M | +0.00%(+0) | $38.73(+21.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.03% | +22.59% |
| Top 20 Holdings Unweighted | +7.24% | +23.34% |
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