CIK 2060443
LeConte Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 115K | $1M+ | SH |
| AGG | ISHARES TR | 100K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 124K | $1M+ | SH |
| QQQE | DIREXION SHS ETF TR | 74K | $1M+ | SH |
| IJH | ISHARES TR | 107K | $1M+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 207K | $1M+ | SH |
| VKI | INVESCO ADVANTAGE MUN INCOME | 642K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 29K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 70K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 47K | $1M+ | SH |
| USHY | ISHARES TR | 76K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| MUB | ISHARES TR | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 17K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $500K+ | SH |
| LLY | ELI LILLY & CO | 793 | $500K+ | SH |
| SUB | ISHARES TR | 8K | $500K+ | SH |
| SMBK | SMARTFINANCIAL INC | 20K | $500K+ | SH |
| NET | CLOUDFLARE INC | 4K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| FTNT | FORTINET INC | 7K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 9K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 556 | $100K–$500K | SH |
| DDOG | DATADOG INC | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |