DOSSIER · 13F-HR · Q2 2026

LeConte Wealth Management, LLC

$184M in tracked AUM across 179 positions as of Q2 2026.

LW
CIK 0002060443 · last filed Jun 30, 2026
Total AUM
$184M
as of Q2 2026
Holdings
179
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LeConte Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$20M93K10.8%
02
AGG
ISHARES TR
$12M118K6.3%
03
VCLT
VANGUARD SCOTTSDALE FDS
$9M119K4.9%
04
QQQE
DIREXION SHARES ETF TRUST
$8M64K4.2%
05
IJH
ISHARES TR
$7M90K3.8%
06
NVDA
NVIDIA CORPORATION
$6M31K3.4%
07
AAPL
APPLE INC
$5M19K3.0%
08
SCHY
SCHWAB STRATEGIC TR
$5M160K2.8%
09
VKI
INVESCO ADVANTAGE MUN INCOME
$5M520K2.7%
10
VGLT
VANGUARD SCOTTSDALE FDS
$4M74K2.2%

Filing history

2026Q2Jun 30
$184M 18.6%
179 positionsView →
2026Q1Mar 31
$155M 1.1%
152 positionsView →
2025Q4Dec 31
$153M 2.2%
138 positionsView →
2025Q3Sep 30
$150M 1.3%
127 positionsView →
2025Q2Jun 30
$148M 72.3%
104 positionsLocked
2025Q1Mar 31
$86M
29 positionsLocked