Lee-Kelleher Wealth Management

Q3 2025 13F Holdings

  • Location
    fulton, MD
  • Num holdings

    40

  • Value ($000)

    $162,358

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0002063827
  • 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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$31.30M
19 %

46,761

D
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$30.40M
19 %

349,340

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$12.17M
8 %

18,269

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$11.35M
7 %

94,045

D
DON

WISDOMTREE TR

US MIDCAP DIVID
97717W505
$10.66M
7 %

203,908

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$9.90M
6 %

151,685

G
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
381430503
$8.13M
5 %

62,396

D
DES

WISDOMTREE TR

US SMALLCAP DIVD
97717W604
$5.05M
3 %

149,848

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$4.51M
3 %

37,993

I
IJK

ISHARES TR

S&P MC 400GR ETF
464287606
$3.73M
2 %

38,863

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