§ 13F · FUND PROFILE
Lee Financial Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $797M (13F)Positions · 259Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 270K | $176M | 24.8% | −1% |
| 2 | IJH | ISHARES TR | 1.40M | $95M | 13.3% | ±0% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 2.18M | $61M | 8.6% | −6% |
| 4 | IVW | ISHARES TR | 355K | $40M | 5.7% | −2% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 71K | $34M | 4.8% | −6% |
| 6 | GLD | SPDR GOLD TR | 74K | $32M | 4.5% | −2% |
| 7 | EMLP | FIRST TR EXCHANGE-TRADED FD | 688K | $30M | 4.2% | −3% |
| 8 | QQQ | INVESCO QQQ TR | 29K | $17M | 2.4% | −5% |
| 9 | AAPL | APPLE INC | 64K | $16M | 2.3% | −2% |
| 10 | SHV | ISHARES TR | 109K | $12M | 1.7% | −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 $797 million in assets. The fund runs a broad portfolio of 259 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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