LeConte Wealth Management, LLC

CIK 0002060443 • 7 13F filings • May 13, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $149.7M127 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$237K	0.2%Prev: 0.1%	1,526 SH	Increased+269 SH
ABBOTT LABS	COM	$294K	0.2%	2,198 SH	New
ABBVIE INC	COM	$581K	0.4%Prev: 1.0%	2,511 SH	Decreased-4,574 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$396K	0.3%Prev: 0.1%	1,606 SH	Increased-138 SH
ADVANCED MICRO DEVICES INC	COM	$261K	0.2%Prev: 0.5%	1,611 SH	Decreased-120 SH
ALLOT LTD	SHS	$128K	0.1%Prev: 0.1%	12,131 SH	Increased+1,409 SH
ALNYLAM PHARMACEUTICALS INC	COM	$240K	0.2%Prev: 0.1%	526 SH	Increased-233 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.9%Prev: 1.3%	5,557 SH	Decreased-1,306 SH
ALPHABET INC	CAP STK CL C	$875K	0.6%Prev: 0.9%	3,594 SH	Decreased-954 SH
ALTRIA GROUP INC	COM	$286K	0.2%Prev: 0.2%	4,322 SH	Decreased+280 SH
AMAZON COM INC	COM	$2.0M	1.3%Prev: 1.3%	9,061 SH	Decreased-1,246 SH
AMERICAN EXPRESS CO	COM	$238K	0.2%Prev: 0.1%	716 SH	Decreased-59 SH
AMGEN INC	COM	$208K	0.1%Prev: 0.2%	736 SH	Decreased-104 SH
AMPHENOL CORP NEW	CL A	$514K	0.3%	4,157 SH	New
ANALOG DEVICES INC	COM	$240K	0.2%Prev: 0.2%	975 SH	Decreased-31 SH
APPLE INC	COM	$4.1M	2.7%Prev: 3.0%	16,015 SH	Decreased-2,808 SH
APPLIED MATLS INC	COM	$272K	0.2%Prev: 0.6%	1,330 SH	Decreased-234 SH
AT&T INC	COM	$348K	0.2%	12,325 SH	New
BANK AMERICA CORP	COM	$445K	0.3%	8,619 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.7%	2,139 SH	Decreased-347 SH
BLACKBERRY LTD	COM	$95K	0.1%Prev: 0.1%	19,461 SH	Decreased+1,072 SH
BLACKROCK INC	COM	$344K	0.2%Prev: 0.1%	295 SH	Increased+17 SH
BLOCK INC	CL A	$221K	0.1%Prev: 0.2%	3,053 SH	Decreased-1,827 SH
BOOKING HOLDINGS INC	COM	$400K	0.3%	74 SH	New
BROADCOM INC	COM	$2.2M	1.5%Prev: 1.6%	6,769 SH	Decreased-940 SH
CARVANA CO	CL A	$213K	0.1%Prev: 0.1%	565 SH	Decreased-3,236 SH
CATERPILLAR INC	COM	$326K	0.2%Prev: 0.5%	684 SH	Decreased-124 SH
CELESTICA INC	COM	$238K	0.2%Prev: 0.2%	967 SH	Decreased-18 SH
CHECK POINT SOFTWARE TECH LT	ORD	$262K	0.2%	1,265 SH	New
CHEVRON CORP NEW	COM	$646K	0.4%	4,162 SH	New
CISCO SYS INC	COM	$990K	0.7%Prev: 1.1%	14,467 SH	Decreased-2,728 SH
CITIGROUP INC	COM NEW	$244K	0.2%Prev: 0.2%	2,408 SH	Decreased-344 SH
CLOUDFLARE INC	CL A COM	$703K	0.5%Prev: 0.6%	3,275 SH	Decreased-1,197 SH
COCA COLA CO	COM	$274K	0.2%Prev: 0.5%	4,134 SH	Decreased-7,734 SH
COINBASE GLOBAL INC	COM CL A	$320K	0.2%	948 SH	New
CONSTELLATION ENERGY CORP	COM	$332K	0.2%Prev: 0.2%	1,009 SH	Decreased-733 SH
COSTCO WHSL CORP NEW	COM	$423K	0.3%	457 SH	New
CROWDSTRIKE HLDGS INC	CL A	$675K	0.5%Prev: 0.7%	1,377 SH	Decreased-324 SH
CYBERARK SOFTWARE LTD	SHS	$265K	0.2%	549 SH	New
DATADOG INC	CL A COM	$460K	0.3%Prev: 0.5%	3,228 SH	Decreased-525 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$8.5M	5.7%	83,818 SH	New
DISNEY WALT CO	COM	$305K	0.2%Prev: 0.2%	2,665 SH	Increased-291 SH
DOORDASH INC	CL A	$386K	0.3%Prev: 0.1%	1,421 SH	Increased+315 SH
ECOLAB INC	COM	$244K	0.2%	891 SH	New
ELI LILLY & CO	COM	$659K	0.4%Prev: 0.7%	864 SH	Decreased-180 SH
EMERSON ELEC CO	COM	$256K	0.2%Prev: 0.2%	1,949 SH	Decreased-281 SH
EXXON MOBIL CORP	COM	$901K	0.6%Prev: 0.8%	7,987 SH	Decreased-2,265 SH
F5 INC	COM	$236K	0.2%Prev: 0.2%	730 SH	Decreased-237 SH
FASTENAL CO	COM	$437K	0.3%Prev: 0.2%	8,917 SH	Increased+431 SH
FASTLY INC	CL A	$92K	0.1%Prev: 0.1%	10,718 SH	Decreased+327 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$4.1M	2.7%	53,486 SH	New
FORTINET INC	COM	$478K	0.3%Prev: 0.7%	5,688 SH	Decreased-2,123 SH
GARMIN LTD	SHS	$209K	0.1%	850 SH	New
GE AEROSPACE	COM NEW	$374K	0.2%Prev: 0.3%	1,243 SH	Decreased-381 SH
GILEAD SCIENCES INC	COM	$253K	0.2%Prev: 0.2%	2,275 SH	Decreased-193 SH
GOLDMAN SACHS GROUP INC	COM	$385K	0.3%Prev: 0.3%	483 SH	Decreased-51 SH
HOME DEPOT INC	COM	$577K	0.4%Prev: 0.3%	1,425 SH	Increased+101 SH
HOWMET AEROSPACE INC	COM	$284K	0.2%Prev: 0.4%	1,447 SH	Decreased-1,100 SH
IDEXX LABS INC	COM	$240K	0.2%Prev: 0.1%	375 SH	Decreased-91 SH
INFOSYS LTD	SPONSORED ADR	$327K	0.2%Prev: 0.1%	20,106 SH	Increased+2,905 SH
INTERNATIONAL BUSINESS MACHS	COM	$377K	0.3%Prev: 0.2%	1,336 SH	Decreased-237 SH
INVESCO ADVANTAGE MUN INCOME	SH BEN INT	$6.3M	4.2%Prev: 2.7%	718,904 SH	Increased+198,583 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$23.7M	15.8%Prev: 10.8%	125,107 SH	Increased+32,274 SH
ISHARES TR	BROAD USD HIGH	$2.4M	1.6%Prev: 1.8%	63,969 SH	Decreased-23,831 SH
ISHARES TR	CORE S&P MCP ETF	$8.1M	5.4%Prev: 3.8%	124,167 SH	Increased+34,398 SH
ISHARES TR	CORE US AGGBD ET	$8.7M	5.8%Prev: 6.3%	86,496 SH	Decreased-31,011 SH
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.8%Prev: 0.9%	11,616 SH	Decreased-3,389 SH
ISHARES TR	SHRT NAT MUN ETF	$789K	0.5%Prev: 0.5%	7,386 SH	Decreased-1,039 SH
JOHNSON & JOHNSON	COM	$817K	0.5%Prev: 0.7%	4,407 SH	Decreased-666 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.8%	3,971 SH	New
LEIDOS HOLDINGS INC	COM	$308K	0.2%	1,632 SH	New
LIGHTBRIDGE CORP	COM	$237K	0.2%Prev: 0.1%	11,154 SH	Increased-13,427 SH
LINDE PLC	SHS	$245K	0.2%Prev: 0.2%	515 SH	Decreased-22 SH
LOWES COS INC	COM	$202K	0.1%Prev: 0.1%	803 SH	Decreased-184 SH
MASTERCARD INCORPORATED	CL A	$433K	0.3%Prev: 0.2%	762 SH	Increased-54 SH
MCDONALDS CORP	COM	$409K	0.3%Prev: 0.2%	1,346 SH	Increased-33 SH
MEDTRONIC PLC	SHS	$240K	0.2%	2,516 SH	New
MERCK & CO INC	COM	$233K	0.2%Prev: 0.3%	2,778 SH	Decreased-1,511 SH
META PLATFORMS INC	CL A	$1.6M	1.1%Prev: 0.6%	2,191 SH	Increased+87 SH
MICRON TECHNOLOGY INC	COM	$207K	0.1%Prev: 0.8%	1,239 SH	Decreased-50 SH
MICROSOFT CORP	COM	$4.5M	3.0%Prev: 1.7%	8,614 SH	Increased+447 SH
MORGAN STANLEY	COM NEW	$293K	0.2%Prev: 0.2%	1,841 SH	Decreased-158 SH
MOTOROLA SOLUTIONS INC	COM NEW	$318K	0.2%Prev: 0.1%	696 SH	Increased+56 SH
NETFLIX INC	COM	$530K	0.4%	442 SH	New
NEXTERA ENERGY INC	COM	$245K	0.2%Prev: 0.3%	3,242 SH	Decreased-2,593 SH
NVIDIA CORPORATION	COM	$4.6M	3.1%Prev: 3.4%	24,656 SH	Decreased-6,417 SH
OKLO INC	COM CL A	$299K	0.2%Prev: 0.2%	2,681 SH	Increased-2,916 SH
ORACLE CORP	COM	$622K	0.4%Prev: 0.2%	2,211 SH	Increased-130 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.8%Prev: 0.5%	6,493 SH	Increased-667 SH
PALO ALTO NETWORKS INC	COM	$921K	0.6%Prev: 0.9%	4,521 SH	Decreased-407 SH
PEPSICO INC	COM	$345K	0.2%Prev: 0.4%	2,458 SH	Decreased-2,640 SH
PHILIP MORRIS INTL INC	COM	$489K	0.3%Prev: 0.5%	3,017 SH	Decreased-1,590 SH
PNC FINL SVCS GROUP INC	COM	$260K	0.2%Prev: 0.2%	1,295 SH	Decreased+116 SH
PROCTER AND GAMBLE CO	COM	$459K	0.3%	2,986 SH	New
QUALCOMM INC	COM	$252K	0.2%Prev: 0.1%	1,515 SH	Increased+264 SH
QUANTA SVCS INC	COM	$232K	0.2%Prev: 0.3%	559 SH	Decreased-235 SH
ROBINHOOD MKTS INC	COM CL A	$516K	0.3%Prev: 0.3%	3,606 SH	Increased-1,441 SH
ROBLOX CORP	CL A	$381K	0.3%Prev: 0.1%	2,747 SH	Increased-1,212 SH
ROYAL CARIBBEAN GROUP	COM	$381K	0.3%Prev: 0.2%	1,177 SH	Decreased-267 SH
RTX CORPORATION	COM	$367K	0.2%Prev: 0.3%	2,196 SH	Decreased-481 SH
S&P GLOBAL INC	COM	$239K	0.2%	491 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$6.5M	4.4%Prev: 2.8%	234,285 SH	Increased+74,107 SH
SMARTFINANCIAL INC	COM NEW	$696K	0.5%Prev: 0.5%	19,475 SH	Decreased-866 SH
TELOS CORP MD	COM	$190K	0.1%Prev: 0.1%	27,757 SH	Increased-755 SH
TESLA INC	COM	$1.3M	0.9%Prev: 0.8%	2,966 SH	Decreased-686 SH
TEXAS INSTRS INC	COM	$287K	0.2%Prev: 0.3%	1,560 SH	Decreased-5 SH
THERMO FISHER SCIENTIFIC INC	COM	$223K	0.1%Prev: 0.1%	459 SH	Decreased+3 SH
UBER TECHNOLOGIES INC	COM	$261K	0.2%	2,659 SH	New
UNISYS CORP	COM NEW	$62K	0.0%Prev: 0.0%	15,873 SH	Increased+4,973 SH
UNITEDHEALTH GROUP INC	COM	$467K	0.3%Prev: 0.3%	1,352 SH	Decreased+229 SH
VANGUARD INDEX FDS	GROWTH ETF	$203K	0.1%Prev: 0.1%	423 SH	Decreased-2,229 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$246K	0.2%Prev: 1.7%	838 SH	Decreased-9,444 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.4M	0.9%Prev: 0.7%	16,838 SH	Increased+1,635 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.2M	0.8%Prev: 0.6%	20,064 SH	Increased+2,608 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$10.3M	6.9%Prev: 4.9%	132,437 SH	Increased+12,954 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.2M	2.8%Prev: 2.2%	74,061 SH	Increased-41 SH
VEEVA SYS INC	CL A COM	$226K	0.2%	759 SH	New
VERISIGN INC	COM	$342K	0.2%Prev: 0.2%	1,225 SH	Decreased-261 SH
VERIZON COMMUNICATIONS INC	COM	$260K	0.2%Prev: 0.1%	5,924 SH	Increased+404 SH
VERTIV HOLDINGS CO	COM CL A	$236K	0.2%Prev: 0.4%	1,567 SH	Decreased-773 SH
VISA INC	COM CL A	$589K	0.4%Prev: 0.4%	1,725 SH	Decreased-157 SH
VISTRA CORP	COM	$258K	0.2%Prev: 0.2%	1,318 SH	Decreased-504 SH
VULCAN MATLS CO	COM	$518K	0.3%Prev: 0.3%	1,684 SH	Increased-59 SH
WALMART INC	COM	$508K	0.3%Prev: 0.4%	4,933 SH	Decreased-1,120 SH
WELLS FARGO CO NEW	COM	$346K	0.2%	4,123 SH	New
WELLTOWER INC	COM	$256K	0.2%Prev: 0.2%	1,437 SH	Decreased+121 SH
ZSCALER INC	COM	$426K	0.3%	1,420 SH	New

Sold (vs prior filing)

A10 NETWORKS INC — $290K
ABBOTT LABORATORIES — $619K
AKAMAI TECHNOLOGIES INC — $233K
AMERICAN ELEC PWR CO INC — $397K
AMETEK INC — $231K
AMPHENOL CORP — $695K
ARISTA NETWORKS INC — $212K
ATMOS ENERGY CORP — $279K
BANK OF AMER CORP — $564K
BANK OF NY MELLON CORP — $217K
BELLRING BRANDS INC — $141K
BOEING CO — $229K
BRISTOL-MYERS SQUIBB CO — $217K
BWX TECHNOLOGIES INC — $356K
CAMECO CORP — $210K
CENTRUS ENERGY CORP — $321K
CHENIERE ENERGY INC — $288K
CHEVRON CORPORATION — $682K
CLEAR SECURE INC — $203K
CORNING INC — $370K
… and 56 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001172661-26-004602	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001172661-26-000199	$153.1M	View
Oct 16, 2025	Q3 2025