Loading…
CIK 0002060443 • 7 13F filings • May 13, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("leconte-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $292K | 0.2% | 1,396 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $247K | 0.2% | 790 SH | |
| ALPHABET INC | CAP STK CL A | $520K | 0.3% | 3,364 SH | |
| AMAZON COM INC | COM | $1.0M | 0.6% | 5,311 SH | |
| APPLE INC | COM | $2.1M | 1.3% | 9,463 SH | |
| AT&T INC | COM | $466K | 0.3% | 16,477 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $669K | 0.4% | 1,256 SH | |
| BLACKSKY TECHNOLOGY INC | *W EXP 09/09/202 | $2K | 0.0% | 19,230 SH | |
| BROADCOM INC | COM | $594K | 0.4% | 3,547 SH | |
| CHEVRON CORP NEW | COM | $293K | 0.2% | 1,749 SH | |
| CISCO SYS INC | COM | $386K | 0.2% | 6,260 SH | |
| COSTCO WHSL CORP NEW | COM | $243K | 0.2% | 257 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $206K | 0.1% | 583 SH | |
| DIREXION SHS ETF TR | NAS100 EQL WGT | $10.2M | 6.5% | 116,554 SH | |
| DOUBLELINE INCOME SOLUTIONS | COM | $13.4M | 8.5% | 1,059,347 SH | |
| DOUBLELINE OPPORTUNISTIC CR | COM | $14.7M | 9.3% | 938,344 SH | |
| DOUBLELINE YIELD OPPORTUNITI | COM | $15.7M | 10.0% | 972,938 SH | |
| ELI LILLY & CO | COM | $355K | 0.2% | 430 SH | |
| EXXON MOBIL CORP | COM | $705K | 0.4% | 5,929 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $6.2M | 3.9% | 97,906 SH | |
| FORTINET INC | COM | $243K | 0.2% | 2,526 SH | |
| HOME DEPOT INC | COM | $247K | 0.2% | 674 SH | |
| HONEYWELL INTL INC | COM | $402K | 0.3% | 1,900 SH | |
| IDEAL PWR INC | COM NEW | $939K | 0.6% | 180,487 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $291K | 0.2% | 1,172 SH | |
| INVESCO ADVANTAGE MUN INCOME | SH BEN INT | $6.3M | 4.0% | 733,656 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $32.3M | 20.6% | 186,265 SH | |
| ISHARES TR | BROAD USD HIGH | $844K | 0.5% | 22,920 SH | |
| ISHARES TR | CORE S&P MCP ETF | $10.6M | 6.8% | 181,608 SH | |
| ISHARES TR | CORE S&P SCP ETF | $244K | 0.2% | 2,333 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.4M | 2.2% | 34,785 SH | |
| ISHARES TR | NATIONAL MUN ETF | $308K | 0.2% | 2,925 SH | |
| JOHNSON & JOHNSON | COM | $467K | 0.3% | 2,818 SH | |
| JPMORGAN CHASE & CO. | COM | $462K | 0.3% | 1,883 SH | |
| MCDONALDS CORP | COM | $277K | 0.2% | 888 SH | |
| META PLATFORMS INC | CL A | $706K | 0.4% | 1,225 SH | |
| MICROSOFT CORP | COM | $1.9M | 1.2% | 5,162 SH | |
| NVIDIA CORPORATION | COM | $1.6M | 1.0% | 14,812 SH | |
| ORACLE CORP | COM | $233K | 0.1% | 1,666 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $363K | 0.2% | 4,304 SH | |
| PALO ALTO NETWORKS INC | COM | $347K | 0.2% | 2,034 SH | |
| PEPSICO INC | COM | $260K | 0.2% | 1,737 SH | |
| PROCTER AND GAMBLE CO | COM | $240K | 0.2% | 1,408 SH | |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $10.5M | 6.7% | 412,593 SH | |
| SMARTFINANCIAL INC | COM NEW | $602K | 0.4% | 19,372 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $744K | 0.5% | 14,577 SH | |
| TESLA INC | COM | $590K | 0.4% | 2,275 SH | |
| UNITEDHEALTH GROUP INC | COM | $338K | 0.2% | 645 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.7% | 4,602 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.7M | 1.1% | 20,472 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.1M | 1.3% | 35,638 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $6.3M | 4.0% | 83,642 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $893K | 0.6% | 15,496 SH | |
| VISA INC | COM CL A | $342K | 0.2% | 977 SH | |
| VULCAN MATLS CO | COM | $335K | 0.2% | 1,434 SH | |
| WALMART INC | COM | $245K | 0.2% | 2,792 SH |
| 13F-HR |
| 0001172661-25-004305 |
| $149.7M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003153 | $183.5M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002599 | $147.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001702 | $154.7M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001789 | $156.9M | View |