Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q2 2026
Lee-Kelleher Wealth Management
$191M in tracked AUM across 49 positions as of Q2 2026.
LW
CIK 0002063827 · last filed Jun 30, 2026
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Filing history loading…