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LeConte Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    maryville, TN
  • Num holdings

    152

  • Value ($000)

    $154,703

  • Date Filed
    05/12/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$18.63M
12 %

97,078

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$10.7M
7 %

107,788

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$9.03M
6 %

120,811

Q
QQQE

DIREXION SHARES ETF TRUST

NASDAQ 100 EQ WT
25459Y207
$6.36M
4 %

64,509

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$6.08M
4 %

90,013

S
SCHY

SCHWAB STRATEGIC TR

INTERNL DIVID
808524672
$5.44M
4 %

171,835

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.19M
3 %

29,764

V
VKI

INVESCO ADVANTAGE MUN INCOME

SH BEN INT
46132E103
$5.06M
3 %

584,255

A
AAPL

APPLE INC

COM
037833100
$4.48M
3 %

17,672

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VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$4.06M
3 %

73,401

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