DOSSIER · 13F-HR · Q3 2026

LeConte Wealth Management, LLC

$187M in tracked AUM across 197 positions as of Q3 2026.

LW
CIK 0002060443 · last filed Sep 30, 2026
Total AUM
$187M
as of Q3 2026
Holdings
197
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LeConte Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$16M77K8.5%
02
AGG
ISHARES TR
$12M129K6.5%
03
NVDA
NVIDIA CORPORATION
$8M34K4.1%
04
QQQE
DIREXION SHARES ETF TRUST
$7M59K3.8%
05
AAPL
APPLE INC
$7M21K3.7%
06
VCLT
VANGUARD SCOTTSDALE FDS
$6M86K3.2%
07
IJH
ISHARES TR
$6M82K3.1%
08
MSFT
MICROSOFT CORP
$5M10K2.6%
09
SCHY
SCHWAB STRATEGIC TR
$4M140K2.4%
10
VKI
INVESCO ADVANTAGE MUN INCOME
$4M514K2.1%

Filing history

2026Q3Sep 30
$187M▲ 2.0%
197 positionsView →
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 positionsLocked
2025Q2Jun 30
$148M▲ 72.3%
104 positionsLocked
2025Q1Mar 31
$86M—
29 positionsLocked