LeConte Wealth Management, LLC
Q2 2025 13F Holdings
- Locationmaryville, TN
- Num holdings
104
- Value ($000)
$147,780
- Date Filed07/15/2025
- Form type13F-HR
- CIK0002060443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $26.14M | 18 % | 143,854 | ||
DBL DOUBLELINE OPPORTUNISTIC CR | COM | 258623107 | $9.80M | 7 % | 636,937 | ||
QQQE DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 | $9.42M | 6 % | 95,828 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.66M | 6 % | 139,586 | ||
DLY DOUBLELINE YIELD OPPORTUNITI | COM | 25862D105 | $8.12M | 6 % | 520,722 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $8.06M | 6 % | 294,602 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.93M | 4 % | 59,747 | ||
VKI INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 46132E103 | $5.86M | 4 % | 700,168 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $5.77M | 4 % | 75,996 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $5.42M | 4 % | 71,669 |
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