§ 13F · FUND PROFILE
Lee-Kelleher Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.4T (13F)Positions · 40Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$934.4B 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 48K | $32.9T | 19.6% | +3% |
| 2 | DLN | WISDOMTREE TR | 372K | $32.8T | 19.5% | +6% |
| 3 | SPY | SPDR S&P 500 ETF TR | 18K | $12.5T | 7.5% | +1% |
| 4 | DON | WISDOMTREE TR | 214K | $11.0T | 6.6% | +5% |
| 5 | IVW | ISHARES TR | 87K | $10.7T | 6.4% | −8% |
| 6 | IJH | ISHARES TR | 159K | $10.5T | 6.3% | +5% |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 62K | $8.2T | 4.9% | ±0% |
| 8 | DES | WISDOMTREE TR | 154K | $5.1T | 3.1% | +3% |
| 9 | IJR | ISHARES TR | 39K | $4.7T | 2.8% | +2% |
| 10 | IJK | ISHARES TR | 39K | $3.8T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEE-KELLEHER SIGNAL
AC read
Lee-Kelleher Wealth Management is a Other fund managing $162358.1 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed