§ 13F · FUND PROFILE
Lee Financial Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $697.3T (13F)Positions · 208Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.2T 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 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 273K | $187.0T | 25.2% | −4% |
| 2 | IJH | ISHARES TR | 1.40M | $92.1T | 12.4% | +2% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 2.32M | $63.2T | 8.5% | −2% |
| 4 | IVW | ISHARES TR | 361K | $44.5T | 6.0% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 75K | $37.9T | 5.1% | −8% |
| 6 | GLD | SPDR GOLD TR | 76K | $30.3T | 4.1% | −2% |
| 7 | EMLP | FIRST TR EXCHANGE-TRADED FD | 708K | $26.8T | 3.6% | −3% |
| 8 | QQQ | INVESCO QQQ TR | 31K | $19.0T | 2.6% | −2% |
| 9 | AAPL | APPLE INC | 66K | $17.8T | 2.4% | −42% |
| 10 | SHV | ISHARES TR | 148K | $16.3T | 2.2% | −26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEE SIGNAL
AC read
Lee Financial Co is a Other fund managing $697258.4 trillion in assets. The fund runs a broad portfolio of 208 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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