Lee-Kelleher Wealth Management
Q3 2025 13F Holdings
- Locationfulton, MD
- Num holdings
40
- Value ($000)
$162,358
- Date Filed10/23/2025
- Form type13F-HR
- CIK0002063827
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.30M | 19 % | 46,761 | ||
DLN WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $30.40M | 19 % | 349,340 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.17M | 8 % | 18,269 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.35M | 7 % | 94,045 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $10.66M | 7 % | 203,908 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.90M | 6 % | 151,685 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $8.13M | 5 % | 62,396 | ||
DES WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $5.05M | 3 % | 149,848 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.51M | 3 % | 37,993 | ||
IJK ISHARES TR | S&P MC 400GR ETF | 464287606 | $3.73M | 2 % | 38,863 |
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