Lee-Kelleher Wealth Management
Q4 2025 13F Holdings
- Locationfulton, MD
- Num holdings
43
- Value ($000)
$167,602
- Date Filed01/14/2026
- Form type13F-HR
- CIK0002063827
- 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 | $32.9M | 20 % | 48,034 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $32.76M | 20 % | 371,903 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.53M | 8 % | 18,377 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $11.03M | 7 % | 213,817 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.7M | 6 % | 86,836 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.51M | 6 % | 159,187 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $8.23M | 5 % | 62,154 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $5.15M | 3 % | 153,825 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.68M | 3 % | 38,911 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | $3.75M | 2 % | 38,748 |
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