CIK 2063827
Lee-Kelleher Wealth Management
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 48K | $1M+ | SH |
| DLN | WISDOMTREE TR | 372K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 18K | $1M+ | SH |
| DON | WISDOMTREE TR | 214K | $1M+ | SH |
| IVW | ISHARES TR | 87K | $1M+ | SH |
| IJH | ISHARES TR | 159K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 62K | $1M+ | SH |
| DES | WISDOMTREE TR | 154K | $1M+ | SH |
| IJR | ISHARES TR | 39K | $1M+ | SH |
| IJK | ISHARES TR | 39K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 72K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| IWR | ISHARES TR | 28K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IJT | ISHARES TR | 17K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 24K | $1M+ | SH |
| IEFA | ISHARES TR | 18K | $1M+ | SH |
| IJS | ISHARES TR | 14K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 30K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| IWP | ISHARES TR | 7K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 10K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| AAPL | APPLE INC | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 997 | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 6K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 516 | $100K–$500K | SH |
| INCY | INCYTE CORP | 2K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 795 | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 437 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 884 | $100K–$500K | SH |
| BNAI | BRAND ENGAGEMENT NETWORK INC | 15K | $15K–$50K | SH |