Lee-Kelleher Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    fulton, MD
  • CIK
    0002063827
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Lee-kelleher Wealth Management 13F Filings