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.
Lee Financial Co (CIK 1391166) reported $708.8M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($176.1M, 24.84%), IJH ($94.5M, 13.34%), FNDX ($60.8M, 8.58%), IVW ($40.1M, 5.66%), BRK/B ($33.9M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $176.1M | 24.84% | 269,520 | Trimmed |
| 2 | IJH | ISHARES TR | $94.5M | 13.34% | 1.4M | Added |
| 3 | FNDX | SCHWAB STRATEGIC TR | $60.8M | 8.58% | 2.2M | Trimmed |
| 4 | IVW | ISHARES TR | $40.1M | 5.66% | 354,513 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.9M | 4.78% | 70,683 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $32.1M | 4.52% | 74,497 | Trimmed |
| 7 | EMLP | FIRST TR EXCHANGE-TRADED FD | $30.1M | 4.24% | 688,357 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $16.9M | 2.39% | 29,356 | Trimmed |
| 9 | AAPL | APPLE INC | $16.5M | 2.33% | 65,159 | Trimmed |
| 10 | SHV | ISHARES TR | $12.0M | 1.70% | 109,121 | Trimmed |
| 11 | FNDF | SCHWAB STRATEGIC TR | $10.0M | 1.40% | 203,513 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $9.8M | 1.39% | 317,188 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $8.8M | 1.25% | 344,613 | Trimmed |
| 14 | DVY | ISHARES TR | $7.6M | 1.07% | 50,091 | Trimmed |
| 15 | IJR | ISHARES TR | $6.0M | 0.84% | 47,972 | Added |
| 16 | ACWI | ISHARES TR | $5.7M | 0.80% | 40,862 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $5.2M | 0.73% | 13,918 | Trimmed |
| 18 | XLE | SELECT SECTOR SPDR TR | $5.0M | 0.71% | 82,335 | Trimmed |
| 19 | IWP | ISHARES TR | $4.8M | 0.68% | 37,513 | Trimmed |
| 20 | AVGO | BROADCOM INC | $4.0M | 0.57% | 12,951 | Trimmed |
| 21 | NEM | NEWMONT CORP | $3.6M | 0.51% | 33,135 | Added |
| 22 | SCHA | SCHWAB STRATEGIC TR | $3.3M | 0.47% | 113,911 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $3.3M | 0.47% | 19,200 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $3.2M | 0.46% | 10,069 | Added |
| 25 | SCHE | SCHWAB STRATEGIC TR | $3.2M | 0.45% | 97,683 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31