Lee, Kelleher & Klein Wealth Management
Q2 2026 13F Holdings
- Locationellicott city, MD
- Num holdings
49
- Value ($000)
$191,223
- Date Filed 07/10/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $36.92M | 19 % | 49,300 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $36.73M | 19 % | 381,301 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $13.51M | 7 % | 18,095 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.79M | 7 % | 165,868 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $12.73M | 7 % | 92,597 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $12.6M | 7 % | 222,951 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $8.3M | 4 % | 58,471 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $6.6M | 3 % | 162,148 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.36M | 3 % | 42,887 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | $4.6M | 2 % | 39,184 |
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