§ 13F · FUND PROFILE
LeConte Wealth Management, LLC.
AUM · $184M (13F)Positions · 179Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 93K | $20M | 10.8% | −4% |
| 2 | AGG | ISHARES TR | 118K | $12M | 6.3% | +9% |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 119K | $9M | 4.9% | −1% |
| 4 | QQQE | DIREXION SHARES ETF TRUST | 64K | $8M | 4.2% | −1% |
| 5 | IJH | ISHARES TR | 90K | $7M | 3.8% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 31K | $6M | 3.4% | +4% |
| 7 | AAPL | APPLE INC | 19K | $5M | 3.0% | +7% |
| 8 | SCHY | SCHWAB STRATEGIC TR | 160K | $5M | 2.8% | −7% |
| 9 | VKI | INVESCO ADVANTAGE MUN INCOME | 520K | $5M | 2.7% | −11% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | 74K | $4M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LECONTE SIGNAL
AC read
LeConte Wealth Management, LLC is a Other fund managing $184 million in assets. The fund runs a portfolio of 179 positions.
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