Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LeConte Wealth Management, LLC (CIK 2060443) reported $154.7M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($18.6M, 12.04%), AGG ($10.7M, 6.92%), VCLT ($9.0M, 5.84%), QQQE ($6.4M, 4.11%), IJH ($6.1M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $18.6M | 12.04% | 97,078 | Trimmed |
| 2 | AGG | ISHARES TR | $10.7M | 6.92% | 107,788 | Added |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | $9.0M | 5.84% | 120,811 | Trimmed |
| 4 | QQQE | DIREXION SHARES ETF TRUST | $6.4M | 4.11% | 64,509 | Trimmed |
| 5 | IJH | ISHARES TR | $6.1M | 3.93% | 90,013 | Trimmed |
| 6 | SCHY | SCHWAB STRATEGIC TR | $5.4M | 3.52% | 171,835 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $5.2M | 3.36% | 29,764 | Added |
| 8 | VKI | INVESCO ADVANTAGE MUN INCOME | $5.1M | 3.27% | 584,255 | Trimmed |
| 9 | AAPL | APPLE INC | $4.5M | 2.90% | 17,672 | Added |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $4.1M | 2.63% | 73,401 | Added |
| 11 | USHY | ISHARES TR | $3.0M | 1.94% | 81,270 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.9M | 1.89% | 7,915 | Trimmed |
| 13 | CIBR | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.89% | 46,752 | Trimmed |
| 14 | VOT | VANGUARD INDEX FDS | $2.4M | 1.58% | 9,504 | Added |
| 15 | AVGO | BROADCOM INC | $2.3M | 1.47% | 7,342 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $2.1M | 1.36% | 10,096 | Added |
| 17 | GOOGL | ALPHABET INC | $1.8M | 1.19% | 6,410 | Added |
| 18 | XOM | EXXON MOBIL CORP | $1.7M | 1.07% | 9,796 | Added |
| 19 | NLR | VANECK ETF TRUST | $1.7M | 1.07% | 12,418 | New |
| 20 | META | META PLATFORMS INC | $1.6M | 1.02% | 2,754 | Added |
| 21 | ABBV | ABBVIE INC | $1.6M | 1.01% | 7,173 | Added |
| 22 | MUB | ISHARES TR | $1.5M | 0.97% | 14,079 | Added |
| 23 | CSCO | CISCO SYS INC | $1.3M | 0.86% | 17,150 | Added |
| 24 | TSLA | TESLA INC | $1.3M | 0.84% | 3,501 | Added |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $1.3M | 0.84% | 15,691 | Added |
Source: SEC Form 13F filings · as of 2026-03-31