LeConte Wealth Management, LLC
Q3 2025 13F Holdings
- Locationmaryville, TN
- Num holdings
127
- Value ($000)
$149,745
- Date Filed10/16/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $23.73M | 16 % | 125,107 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $10.28M | 7 % | 132,437 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.67M | 6 % | 86,496 | ||
QQQE DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 | $8.52M | 6 % | 83,818 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.10M | 5 % | 124,167 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $6.55M | 4 % | 234,285 | ||
VKI INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 46132E103 | $6.30M | 4 % | 718,904 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.60M | 3 % | 24,656 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.46M | 3 % | 8,614 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $4.21M | 3 % | 74,061 |
Rows Per Page
10
- 10
- 50
- 100