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-Kelleher Wealth Management (CIK 2063827) reported $191.2M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($36.9M, 19.31%), DLN ($36.7M, 19.21%), SPY ($13.5M, 7.07%), IJH ($12.8M, 6.69%), IVW ($12.7M, 6.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.9M | 19.31% | 49,300 | Added |
| 2 | DLN | WISDOMTREE TR | $36.7M | 19.21% | 381,301 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 7.07% | 18,095 | Trimmed |
| 4 | IJH | ISHARES TR | $12.8M | 6.69% | 165,868 | Added |
| 5 | IVW | ISHARES TR | $12.7M | 6.66% | 92,597 | Added |
| 6 | DON | WISDOMTREE TR | $12.6M | 6.59% | 222,951 | Added |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $8.3M | 4.34% | 58,471 | Trimmed |
| 8 | DES | WISDOMTREE TR | $6.6M | 3.45% | 162,148 | Trimmed |
| 9 | IJR | ISHARES TR | $6.4M | 3.33% | 42,887 | Added |
| 10 | IJK | ISHARES TR | $4.6M | 2.41% | 39,184 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $3.6M | 1.90% | 5,296 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $3.6M | 1.87% | 70,688 | Trimmed |
| 13 | IWF | ISHARES TR | $3.4M | 1.80% | 27,706 | Added |
| 14 | IJT | ISHARES TR | $3.0M | 1.57% | 16,847 | Added |
| 15 | IWR | ISHARES TR | $2.7M | 1.39% | 24,077 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $2.4M | 1.27% | 6,567 | Hold |
| 17 | VONV | VANGUARD SCOTTSDALE FDS | $2.4M | 1.26% | 22,606 | Trimmed |
| 18 | IEFA | ISHARES TR | $2.3M | 1.21% | 23,917 | Added |
| 19 | IJS | ISHARES TR | $2.0M | 1.02% | 14,334 | Hold |
| 20 | GSIE | GOLDMAN SACHS ETF TR | $1.4M | 0.73% | 30,696 | Hold |
| 21 | SPSM | SPDR SERIES TRUST | $1.4M | 0.73% | 24,248 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $1.2M | 0.65% | 15,340 | Added |
| 23 | CWB | SPDR SERIES TRUST | $1.0M | 0.54% | 9,500 | Hold |
| 24 | IWP | ISHARES TR | $1.0M | 0.53% | 6,885 | Hold |
| 25 | VONG | VANGUARD SCOTTSDALE FDS | $982,475 | 0.51% | 7,687 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30