Lee Financial Co
Q3 2025 13F Holdings
- Locationdallas, TX
- Num holdings
182
- Value ($000)
$797,434
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001391166
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $189.99 M | 24 % | 283,860 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $89.04 M | 11 % | 1,364,354 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $62.55 M | 8 % | 2,378,488 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $43.78 M | 6 % | 362,653 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $41.44 M | 5 % | 82,423 | ||
AAPL APPLE INC | COM | 037833100 | $29.28 M | 4 % | 114,999 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $27.95 M | 4 % | 729,889 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $27.60 M | 4 % | 77,641 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $22.13 M | 3 % | 200,307 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.04 M | 2 % | 31,683 |
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