Lee Financial Co
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
145
- Value ($000)
$697,258
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001391166
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $170.87M | 25 % | 275,190 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $80.51M | 12 % | 1,298,138 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $59.13M | 9 % | 2,409,524 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $40.96M | 6 % | 84,321 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $40.12M | 6 % | 364,405 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $27.60M | 4 % | 735,742 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $23.74M | 3 % | 77,869 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $18.97M | 3 % | 171,837 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.06M | 2 % | 30,901 | ||
AAPL APPLE INC | COM | 037833100 | $14.22M | 2 % | 69,285 |
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