LeConte Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    maryville, TN
  • Num holdings

    127

  • Value ($000)

    $149,745

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0002060443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$23.73M
16 %

125,107

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$10.28M
7 %

132,437

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$8.67M
6 %

86,496

Q
QQQE

DIREXION SHS ETF TR

NAS100 EQL WGT
25459Y207
$8.52M
6 %

83,818

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$8.10M
5 %

124,167

S
SCHY

SCHWAB STRATEGIC TR

INTERNL DIVID
808524672
$6.55M
4 %

234,285

V
VKI

INVESCO ADVANTAGE MUN INCOME

SH BEN INT
46132E103
$6.30M
4 %

718,904

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.60M
3 %

24,656

M
MSFT

MICROSOFT CORP

COM
594918104
$4.46M
3 %

8,614

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$4.21M
3 %

74,061

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