LeConte Wealth Management, LLC

CIK 0002060443 · MARYVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

LeConte Wealth Management, LLC reported 179 positions worth $183.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: RSP (10.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$183.5M
2026 Q2
Positions
179
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.1%
Est. Net Flow (Q)
2026 Q2
10 / 179 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RSPINVESCO EXCHANGE TRADED FD TSH$19.8M10.76%92,833
2AGGISHARES TRSH$11.6M6.34%117,507
3VCLTVANGUARD SCOTTSDALE FDSSH$9.0M4.90%119,483
4QQQEDIREXION SHARES ETF TRUSTSH$7.8M4.24%63,813
5IJHISHARES TRSH$6.9M3.77%89,769
6NVDANVIDIA CORPORATIONSH$6.2M3.39%31,073
7AAPLAPPLE INCSH$5.4M2.97%18,823
8SCHYSCHWAB STRATEGIC TRSH$5.1M2.77%160,178
9VKIINVESCO ADVANTAGE MUN INCOMESH$4.9M2.69%520,321
10VGLTVANGUARD SCOTTSDALE FDSSH$4.1M2.23%74,102

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LeConte Wealth Management, LLC hold as of Q2 2026?

LeConte Wealth Management, LLC reported 179 positions worth $183.5M in its Q2 2026 13F filing. Largest positions: RSP (10.8%), AGG (6.3%), VCLT (4.9%), QQQE (4.2%) and IJH (3.8%).

What did LeConte Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LeConte Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.