Lee-Kelleher Wealth Management
Q1 2026 13F Holdings
- Locationfulton, MD
- Num holdings
41
- Value ($000)
$168,071
- Date Filed 04/14/2026
- Form type13F-HR
- CIK 0002063827
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $34.32M | 20 % | 384,193 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $31.84M | 19 % | 48,741 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $11.88M | 7 % | 18,271 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $11.63M | 7 % | 221,346 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.19M | 7 % | 165,659 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.27M | 6 % | 90,801 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $7.51M | 5 % | 60,000 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $5.85M | 4 % | 162,739 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.17M | 3 % | 41,574 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | $3.87M | 2 % | 38,480 |
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