DOSSIER · 13F-HR · Q1 2026

LeConte Wealth Management, LLC

$155M in tracked AUM across 152 positions as of Q1 2026.

LW
CIK 0002060443 · last filed Mar 31, 2026
Total AUM
$155M
as of Q1 2026
Holdings
152
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LeConte Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$19M97K12.0%
02
AGG
ISHARES TR
$11M108K6.9%
03
VCLT
VANGUARD SCOTTSDALE FDS
$9M121K5.8%
04
QQQE
DIREXION SHARES ETF TRUST
$6M65K4.1%
05
IJH
ISHARES TR
$6M90K3.9%
06
SCHY
SCHWAB STRATEGIC TR
$5M172K3.5%
07
NVDA
NVIDIA CORPORATION
$5M30K3.4%
08
VKI
INVESCO ADVANTAGE MUN INCOME
$5M584K3.3%
09
AAPL
APPLE INC
$4M18K2.9%
10
VGLT
VANGUARD SCOTTSDALE FDS
$4M73K2.6%

Filing history

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