CIK 1391166
Lee Financial Co
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 273K | $1M+ | SH |
| IJH | ISHARES TR | 1.4M | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 2.3M | $1M+ | SH |
| IVW | ISHARES TR | 361K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 75K | $1M+ | SH |
| GLD | SPDR GOLD TR | 76K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 708K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 31K | $1M+ | SH |
| AAPL | APPLE INC | 66K | $1M+ | SH |
| SHV | ISHARES TR | 148K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 323K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 355K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 200K | $1M+ | SH |
| IJT | ISHARES TR | 56K | $1M+ | SH |
| DVY | ISHARES TR | 52K | $1M+ | SH |
| ACWI | ISHARES TR | 41K | $1M+ | SH |
| IJR | ISHARES TR | 47K | $1M+ | SH |
| IWP | ISHARES TR | 41K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 109K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 98K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 110K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| IEFA | ISHARES TR | 25K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 241K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 34K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 74K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 19K | $1M+ | SH |
| MS | MORGAN STANLEY | 10K | $1M+ | SH |
| RTX | RTX CORPORATION | 9K | $1M+ | SH |
| IVE | ISHARES TR | 8K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 7K | $1M+ | SH |
| SCZ | ISHARES TR | 20K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 32K | $1M+ | SH |
| STE | STERIS PLC | 6K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 6K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| ABT | ABBOTT LABS | 11K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 19K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| ALLY | ALLY FINL INC | 26K | $1M+ | SH |
| WSO | WATSCO INC | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |