Lee-Kelleher Wealth Management
13F Portfolio Filings
Most recent 13F Q2 2026Location ellicott city, MDCIK 0002063827Alternate names Lee, Kelleher & Klein Wealth ManagementAll SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $191.22M | IVV, DLN, SPY, IJH | 13F-HR | Jul 10, 2026 | 000206382726000004 | ||
41 | $168.07M | DLN, IVV, SPY, DON | 13F-HR | Apr 14, 2026 | 000206382726000002 | ||
43 | $167.6M | IVV, DLN, SPY, DON | 13F-HR | Jan 14, 2026 | 000206382726000001 | ||
40 | $162.36M | IVV, DLN, SPY, IVW | 13F-HR | Oct 23, 2025 | 000206382725000004 | ||
39 | $150.51M | IVV, DLN, IVW, SPY | 13F-HR | Jul 14, 2025 | 000206382725000003 | ||
36 | $135.93M | DLN, IVV, SPY, IVW | 13F-HR | May 8, 2025 | 000206382725000002 | ||
40 | $140.43M | IVV, DLN, SPY, IVW | 13F-HR | Apr 17, 2025 | 000108514625002176 |