§ 13F · FUND PROFILE
LeConte Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.8T (13F)Positions · 104Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$153.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 115K | $21.9T | 14.3% | NEW |
| 2 | AGG | ISHARES TR | 100K | $10.0T | 6.5% | NEW |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 124K | $9.4T | 6.1% | NEW |
| 4 | QQQE | DIREXION SHS ETF TR | 74K | $7.6T | 4.9% | NEW |
| 5 | IJH | ISHARES TR | 107K | $7.1T | 4.6% | NEW |
| 6 | SCHY | SCHWAB STRATEGIC TR | 207K | $6.2T | 4.0% | NEW |
| 7 | VKI | INVESCO ADVANTAGE MUN INCOME | 642K | $5.9T | 3.8% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 29K | $5.3T | 3.5% | NEW |
| 9 | AAPL | APPLE INC | 17K | $4.6T | 3.0% | NEW |
| 10 | MSFT | MICROSOFT CORP | 9K | $4.5T | 3.0% | NEW |
§ 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 $147780.3 trillion in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed