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Scott D. Lasky

Lionshead Wealth Management, Llc

Assets Managed
$135.735M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
2.03%(2Q avg: 3.78%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lionshead Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Lionshead Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.735M in assets, with a quarterly growth rate of 2.03% and a 2-quarter average growth rate of 3.78%. The portfolio is managed by Scott D. Lasky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAI
Dimensional International Co
Recent Activity
Increased 0.84%
6.75%
$9.161M
235,127 shares@ $38.96 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 53.06%
6.21%
$8.419M
166,464 shares@ $50.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.24%
4.52%
$6.133M
24,164 shares@ $253.79 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.64%
4.17%
$5.651M
73,222 shares@ $77.18 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.3%
3.91%
$5.295M
84,793 shares@ $62.46 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -1.01%
3.83%
$5.19M
69,023 shares@ $75.19 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.59%
3.06%
$4.153M
42,413 shares@ $97.92 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 22.03%
2.88%
$3.9M
85,946 shares@ $45.39 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 49.38%
2.71%
$3.666M
62,627 shares@ $58.55 avg price
TGRW
T Rowe Price Growth Stock Et
Recent Activity
2.3%
$3.118M
76,980 shares@ $40.5 avg price

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