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Lee Financial Co

Q1 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    145

  • Value ($000)

    $708,782

  • Date Filed
    04/13/2026
  • Form type
    13F-HR
  • CIK
    0001391166
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$176.05M
25 %

269,520

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$94.53M
13 %

1,399,885

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$60.82M
9 %

2,183,679

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$40.1M
6 %

354,513

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$33.87M
5 %

70,683

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$32.06M
5 %

74,497

E
EMLP

FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY
33738D101
$30.05M
4 %

688,357

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.94M
2 %

29,356

A
AAPL

APPLE INC

COM
037833100
$16.54M
2 %

65,159

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$12.05M
2 %

109,121

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