LeConte Wealth Management, LLC: 13F holdings
CIK 20604432026Q2
| Positions | 179 |
|---|
| Reported value | $183.5m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 179 (+27 vs prior quarter) |
|---|
| Reported value | $183.5m (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RSP INVESCO EXCHANGE TRADED FD T | 92,833 | $19.8m | 10.8% |
| AGG ISHARES TR | 117,507 | $11.6m | 6.3% |
| VCLT VANGUARD SCOTTSDALE FDS | 119,483 | $9.0m | 4.9% |
| QQQE DIREXION SHARES ETF TRUST | 63,813 | $7.8m | 4.2% |
| IJH ISHARES TR | 89,769 | $6.9m | 3.8% |
| NVDA NVIDIA CORPORATION | 31,073 | $6.2m | 3.4% |
| AAPL APPLE INC | 18,823 | $5.4m | 3.0% |
| SCHY SCHWAB STRATEGIC TR | 160,178 | $5.1m | 2.8% |
| VKI INVESCO ADVANTAGE MUN INCOME | 520,321 | $4.9m | 2.7% |
| VGLT VANGUARD SCOTTSDALE FDS | 74,102 | $4.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2060443")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples