Lee-Kelleher Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    fulton, MD
  • CIK
    0002063827
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

36

$135.93M
DLN, IVV, SPY, IVW
13F-HR
May 8, 2025
000206382725000002

40

$140.43M
IVV, DLN, SPY, IVW
13F-HR
Apr 17, 2025
000108514625002176