Lee Financial Co
Q4 2025 13F Holdings
- Locationdallas, TX
- Num holdings
142
- Value ($000)
$741,181
- Date Filed01/22/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $187.02M | 25 % | 273,052 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $92.1M | 12 % | 1,395,429 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $63.24M | 9 % | 2,324,130 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $44.54M | 6 % | 361,351 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $37.94M | 5 % | 75,477 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $30.26M | 4 % | 76,343 | ||
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $26.81M | 4 % | 707,822 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.05M | 3 % | 31,008 | ||
APPLE INC | COM | 037833100 | $18.15M | 2 % | 66,755 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $16.28M | 2 % | 147,824 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100