LeConte Wealth Management, LLC
Q4 2025 13F Holdings
- Locationmaryville, TN
- Num holdings
138
- Value ($000)
$153,057
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002060443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $21.95M | 14 % | 114,583 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $10M | 7 % | 100,121 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $9.4M | 6 % | 123,882 | ||
DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 | $7.56M | 5 % | 73,909 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.09M | 5 % | 107,370 | ||
SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $6.17M | 4 % | 206,996 | ||
INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 46132E103 | $5.85M | 4 % | 641,714 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.32M | 4 % | 28,524 | ||
APPLE INC | COM | 037833100 | $4.64M | 3 % | 17,061 | ||
MICROSOFT CORP | COM | 594918104 | $4.53M | 3 % | 9,358 |
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