Lee, Kelleher & Klein Wealth Management
Lee, Kelleher & Klein Wealth Management reported 49 positions worth $191.2M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (19.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $36.9M | 19.31% | 49,300 | — | — | |
| ▸ 2 | DLN | SH | $36.7M | 19.21% | 381,301 | — | — | |
| ▸ 3 | SPY | SH | $13.5M | 7.07% | 18,095 | — | — | |
| ▸ 4 | IJH | SH | $12.8M | 6.69% | 165,868 | — | — | |
| ▸ 5 | IVW | SH | $12.7M | 6.66% | 92,597 | — | — | |
| ▸ 6 | DON | SH | $12.6M | 6.59% | 222,951 | — | — | |
| ▸ 7 | GSLC | SH | $8.3M | 4.34% | 58,471 | — | — | |
| ▸ 8 | DES | SH | $6.6M | 3.45% | 162,148 | — | — | |
| ▸ 9 | IJR | SH | $6.4M | 3.33% | 42,887 | — | — | |
| ▸ 10 | IJK | SH | $4.6M | 2.41% | 39,184 | — | — |
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Frequently Asked Questions
What stocks does Lee, Kelleher & Klein Wealth Management hold as of Q2 2026?
Lee, Kelleher & Klein Wealth Management reported 49 positions worth $191.2M in its Q2 2026 13F filing. Largest positions: IVV (19.3%), DLN (19.2%), SPY (7.1%), IJH (6.7%) and IVW (6.7%).
What did Lee, Kelleher & Klein Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lee, Kelleher & Klein Wealth Management 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.