§ 13F · FUND PROFILE
Lee-Kelleher Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162M (13F)Positions · 40Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$201K 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DLN | WISDOMTREE TR | 384K | $34M | 20.4% | +3% |
| 2 | IVV | ISHARES TR | 49K | $32M | 18.9% | +1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 7.1% | −1% |
| 4 | DON | WISDOMTREE TR | 221K | $12M | 6.9% | +4% |
| 5 | IJH | ISHARES TR | 166K | $11M | 6.7% | +4% |
| 6 | IVW | ISHARES TR | 91K | $10M | 6.1% | +5% |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 60K | $8M | 4.5% | −3% |
| 8 | DES | WISDOMTREE TR | 163K | $6M | 3.5% | +6% |
| 9 | IJR | ISHARES TR | 42K | $5M | 3.1% | +7% |
| 10 | IJK | ISHARES TR | 38K | $4M | 2.3% | −1% |
§ 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 $162 million in assets. The fund runs a portfolio of 40 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed