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: $153.1M138 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$227K	0.1%Prev: 0.2%	1,417 SH	Decreased-109 SH
ABBOTT LABS	COM	$292K	0.2%Prev: 0.2%	2,330 SH	Decreased+132 SH
ABBVIE INC	COM	$568K	0.4%Prev: 0.4%	2,487 SH	Decreased-24 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$611K	0.4%Prev: 0.3%	2,278 SH	Increased+672 SH
ADVANCED MICRO DEVICES INC	COM	$338K	0.2%Prev: 0.2%	1,576 SH	Increased-35 SH
ALLOT LTD	SHS	$121K	0.1%Prev: 0.1%	12,357 SH	Decreased+226 SH
ALNYLAM PHARMACEUTICALS INC	COM	$240K	0.2%Prev: 0.2%	604 SH	Increased+78 SH
ALPHABET INC	CAP STK CL A	$1.8M	1.2%Prev: 0.9%	5,742 SH	Increased+185 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.8%Prev: 0.6%	4,030 SH	Increased+436 SH
ALTRIA GROUP INC	COM	$249K	0.2%Prev: 0.2%	4,316 SH	Decreased-6 SH
AMAZON COM INC	COM	$2.3M	1.5%Prev: 1.3%	10,075 SH	Increased+1,014 SH
AMERICAN ELEC PWR CO INC	COM	$208K	0.1%	1,804 SH	New
AMERICAN EXPRESS CO	COM	$271K	0.2%Prev: 0.2%	733 SH	Increased+17 SH
AMGEN INC	COM	$232K	0.2%Prev: 0.1%	708 SH	Increased-28 SH
AMPHENOL CORP NEW	CL A	$484K	0.3%Prev: 0.3%	3,578 SH	Decreased-579 SH
ANALOG DEVICES INC	COM	$239K	0.2%Prev: 0.2%	882 SH	Decreased-93 SH
APPLE INC	COM	$4.6M	3.0%Prev: 2.7%	17,061 SH	Increased+1,046 SH
APPLIED MATLS INC	COM	$384K	0.3%Prev: 0.2%	1,496 SH	Increased+166 SH
APPLOVIN CORP	COM CL A	$228K	0.1%	338 SH	New
AT&T INC	COM	$234K	0.2%Prev: 0.2%	9,425 SH	Decreased-2,900 SH
BANK AMERICA CORP	COM	$503K	0.3%Prev: 0.3%	9,152 SH	Increased+533 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.7%	2,197 SH	Increased+58 SH
BLACKBERRY LTD	COM	$67K	0.0%Prev: 0.1%	17,763 SH	Decreased-1,698 SH
BLACKROCK INC	COM	$321K	0.2%Prev: 0.2%	300 SH	Decreased+5 SH
BLOCK INC	CL A	$227K	0.1%Prev: 0.1%	3,483 SH	Increased+430 SH
BOEING CO	COM	$209K	0.1%	963 SH	New
BOOKING HOLDINGS INC	COM	$316K	0.2%Prev: 0.3%	59 SH	Decreased-15 SH
BROADCOM INC	COM	$2.7M	1.8%Prev: 1.5%	7,847 SH	Increased+1,078 SH
CACI INTL INC	CL A	$212K	0.1%	397 SH	New
CAPITAL ONE FINL CORP	COM	$230K	0.2%	948 SH	New
CARVANA CO	CL A	$244K	0.2%Prev: 0.1%	579 SH	Increased+14 SH
CATERPILLAR INC	COM	$399K	0.3%Prev: 0.2%	696 SH	Increased+12 SH
CELESTICA INC	COM	$296K	0.2%Prev: 0.2%	1,001 SH	Increased+34 SH
CHECK POINT SOFTWARE TECH LT	ORD	$255K	0.2%Prev: 0.2%	1,374 SH	Decreased+109 SH
CHEVRON CORP NEW	COM	$633K	0.4%Prev: 0.4%	4,153 SH	Decreased-9 SH
CISCO SYS INC	COM	$1.2M	0.8%Prev: 0.7%	15,896 SH	Increased+1,429 SH
CITIGROUP INC	COM NEW	$292K	0.2%Prev: 0.2%	2,502 SH	Increased+94 SH
CLOUDFLARE INC	CL A COM	$748K	0.5%Prev: 0.5%	3,794 SH	Increased+519 SH
COCA COLA CO	COM	$473K	0.3%Prev: 0.2%	6,767 SH	Increased+2,633 SH
COINBASE GLOBAL INC	COM CL A	$275K	0.2%Prev: 0.2%	1,217 SH	Decreased+269 SH
CONSTELLATION ENERGY CORP	COM	$413K	0.3%Prev: 0.2%	1,169 SH	Increased+160 SH
COSTCO WHSL CORP NEW	COM	$393K	0.3%Prev: 0.3%	456 SH	Decreased-1 SH
CROWDSTRIKE HLDGS INC	CL A	$713K	0.5%Prev: 0.5%	1,521 SH	Increased+144 SH
CUMMINS INC	COM	$233K	0.2%	456 SH	New
DATADOG INC	CL A COM	$489K	0.3%Prev: 0.3%	3,595 SH	Increased+367 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$7.6M	4.9%Prev: 5.7%	73,909 SH	Decreased-9,909 SH
DISNEY WALT CO	COM	$316K	0.2%Prev: 0.2%	2,776 SH	Increased+111 SH
DOORDASH INC	CL A	$366K	0.2%Prev: 0.3%	1,617 SH	Decreased+196 SH
EATON CORP PLC	SHS	$210K	0.1%	658 SH	New
ELI LILLY & CO	COM	$852K	0.6%Prev: 0.4%	793 SH	Increased-71 SH
EMERSON ELEC CO	COM	$310K	0.2%Prev: 0.2%	2,336 SH	Increased+387 SH
EXXON MOBIL CORP	COM	$933K	0.6%Prev: 0.6%	7,756 SH	Increased-231 SH
FASTENAL CO	COM	$331K	0.2%Prev: 0.3%	8,257 SH	Decreased-660 SH
FASTLY INC	CL A	$113K	0.1%Prev: 0.1%	11,087 SH	Increased+369 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.4M	2.2%Prev: 2.7%	47,471 SH	Decreased-6,015 SH
FORTINET INC	COM	$525K	0.3%Prev: 0.3%	6,612 SH	Increased+924 SH
GE AEROSPACE	COM NEW	$443K	0.3%Prev: 0.2%	1,439 SH	Increased+196 SH
GILEAD SCIENCES INC	COM	$275K	0.2%Prev: 0.2%	2,240 SH	Increased-35 SH
GOLDMAN SACHS GROUP INC	COM	$489K	0.3%Prev: 0.3%	556 SH	Increased+73 SH
HILTON WORLDWIDE HLDGS INC	COM	$201K	0.1%	700 SH	New
HOME DEPOT INC	COM	$529K	0.3%Prev: 0.4%	1,538 SH	Decreased+113 SH
HOWMET AEROSPACE INC	COM	$378K	0.2%Prev: 0.2%	1,844 SH	Increased+397 SH
IDEXX LABS INC	COM	$304K	0.2%Prev: 0.2%	450 SH	Increased+75 SH
INFOSYS LTD	SPONSORED ADR	$393K	0.3%Prev: 0.2%	22,066 SH	Increased+1,960 SH
INTERNATIONAL BUSINESS MACHS	COM	$405K	0.3%Prev: 0.3%	1,367 SH	Increased+31 SH
INTUIT	COM	$248K	0.2%	375 SH	New
INVESCO ADVANTAGE MUN INCOME	SH BEN INT	$5.9M	3.8%Prev: 4.2%	641,714 SH	Decreased-77,190 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$21.9M	14.3%Prev: 15.8%	114,583 SH	Decreased-10,524 SH
ISHARES TR	BROAD USD HIGH	$2.9M	1.9%Prev: 1.6%	76,429 SH	Increased+12,460 SH
ISHARES TR	CORE S&P MCP ETF	$7.1M	4.6%Prev: 5.4%	107,370 SH	Decreased-16,797 SH
ISHARES TR	CORE US AGGBD ET	$10.0M	6.5%Prev: 5.8%	100,121 SH	Increased+13,625 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	1.0%Prev: 0.8%	13,696 SH	Increased+2,080 SH
ISHARES TR	SHRT NAT MUN ETF	$849K	0.6%Prev: 0.5%	7,960 SH	Increased+574 SH
JOHNSON & JOHNSON	COM	$986K	0.6%Prev: 0.5%	4,762 SH	Increased+355 SH
JOHNSON CTLS INTL PLC	SHS	$244K	0.2%	2,035 SH	New
JPMORGAN CHASE & CO.	COM	$1.4M	0.9%Prev: 0.8%	4,398 SH	Increased+427 SH
LAM RESEARCH CORP	COM NEW	$258K	0.2%	1,507 SH	New
LEIDOS HOLDINGS INC	COM	$317K	0.2%Prev: 0.2%	1,755 SH	Increased+123 SH
LIGHTBRIDGE CORP	COM	$154K	0.1%Prev: 0.2%	12,222 SH	Decreased+1,068 SH
LOWES COS INC	COM	$230K	0.2%Prev: 0.1%	952 SH	Increased+149 SH
MASTERCARD INCORPORATED	CL A	$434K	0.3%Prev: 0.3%	760 SH	Increased-2 SH
MCDONALDS CORP	COM	$431K	0.3%Prev: 0.3%	1,411 SH	Increased+65 SH
MEDTRONIC PLC	SHS	$265K	0.2%Prev: 0.2%	2,755 SH	Increased+239 SH
MERCK & CO INC	COM	$325K	0.2%Prev: 0.2%	3,087 SH	Increased+309 SH
META PLATFORMS INC	CL A	$1.6M	1.1%Prev: 1.1%	2,476 SH	Increased+285 SH
MICRON TECHNOLOGY INC	COM	$368K	0.2%Prev: 0.1%	1,289 SH	Increased+50 SH
MICROSOFT CORP	COM	$4.5M	3.0%Prev: 3.0%	9,358 SH	Increased+744 SH
MORGAN STANLEY	COM NEW	$354K	0.2%Prev: 0.2%	1,996 SH	Increased+155 SH
NETFLIX INC	COM	$434K	0.3%Prev: 0.4%	4,632 SH	Decreased+4,190 SH
NEWMONT CORP	COM	$205K	0.1%	2,053 SH	New
NEXTERA ENERGY INC	COM	$316K	0.2%Prev: 0.2%	3,933 SH	Increased+691 SH
NVIDIA CORPORATION	COM	$5.3M	3.5%Prev: 3.1%	28,524 SH	Increased+3,868 SH
ORACLE CORP	COM	$558K	0.4%Prev: 0.4%	2,864 SH	Decreased+653 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.8%Prev: 0.8%	7,251 SH	Increased+758 SH
PALO ALTO NETWORKS INC	COM	$894K	0.6%Prev: 0.6%	4,854 SH	Decreased+333 SH
PARKER-HANNIFIN CORP	COM	$224K	0.1%	255 SH	New
PEPSICO INC	COM	$409K	0.3%Prev: 0.2%	2,847 SH	Increased+389 SH
PFIZER INC	COM	$204K	0.1%	8,181 SH	New
PHILIP MORRIS INTL INC	COM	$442K	0.3%Prev: 0.3%	2,758 SH	Decreased-259 SH
PNC FINL SVCS GROUP INC	COM	$236K	0.2%Prev: 0.2%	1,132 SH	Decreased-163 SH
PROCTER AND GAMBLE CO	COM	$418K	0.3%Prev: 0.3%	2,916 SH	Decreased-70 SH
QUALCOMM INC	COM	$285K	0.2%Prev: 0.2%	1,667 SH	Increased+152 SH
QUANTA SVCS INC	COM	$328K	0.2%Prev: 0.2%	776 SH	Increased+217 SH
ROBINHOOD MKTS INC	COM CL A	$603K	0.4%Prev: 0.3%	5,328 SH	Increased+1,722 SH
ROBLOX CORP	CL A	$246K	0.2%Prev: 0.3%	3,041 SH	Decreased+294 SH
ROSS STORES INC	COM	$251K	0.2%	1,392 SH	New
ROYAL CARIBBEAN GROUP	COM	$413K	0.3%Prev: 0.3%	1,481 SH	Increased+304 SH
RTX CORPORATION	COM	$412K	0.3%Prev: 0.2%	2,247 SH	Increased+51 SH
S&P GLOBAL INC	COM	$267K	0.2%Prev: 0.2%	511 SH	Increased+20 SH
SALESFORCE INC	COM	$221K	0.1%	834 SH	New
SCHWAB CHARLES CORP	COM	$210K	0.1%	2,104 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$6.2M	4.0%Prev: 4.4%	206,996 SH	Decreased-27,289 SH
SMARTFINANCIAL INC	COM NEW	$752K	0.5%Prev: 0.5%	20,322 SH	Increased+847 SH
SNOWFLAKE INC	COM SHS	$204K	0.1%	932 SH	New
SOUTHERN CO	COM	$467K	0.3%	5,356 SH	New
TELOS CORP MD	COM	$136K	0.1%Prev: 0.1%	26,645 SH	Decreased-1,112 SH
TESLA INC	COM	$1.6M	1.0%Prev: 0.9%	3,469 SH	Increased+503 SH
TEXAS INSTRS INC	COM	$284K	0.2%Prev: 0.2%	1,637 SH	Decreased+77 SH
THERMO FISHER SCIENTIFIC INC	COM	$246K	0.2%Prev: 0.1%	424 SH	Increased-35 SH
TJX COS INC NEW	COM	$248K	0.2%	1,614 SH	New
TRANSDIGM GROUP INC	COM	$241K	0.2%	181 SH	New
UBER TECHNOLOGIES INC	COM	$267K	0.2%Prev: 0.2%	3,267 SH	Increased+608 SH
UNITEDHEALTH GROUP INC	COM	$465K	0.3%Prev: 0.3%	1,407 SH	Decreased+55 SH
VANGUARD INDEX FDS	GROWTH ETF	$206K	0.1%Prev: 0.1%	423 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$221K	0.1%Prev: 0.2%	793 SH	Decreased-45 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.2M	0.8%Prev: 0.9%	14,784 SH	Decreased-2,054 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	0.7%Prev: 0.8%	17,000 SH	Decreased-3,064 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$9.4M	6.1%Prev: 6.9%	123,882 SH	Decreased-8,555 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.9M	2.5%Prev: 2.8%	69,597 SH	Decreased-4,464 SH
VERISIGN INC	COM	$240K	0.2%Prev: 0.2%	988 SH	Decreased-237 SH
VERIZON COMMUNICATIONS INC	COM	$215K	0.1%Prev: 0.2%	5,287 SH	Decreased-637 SH
VERTIV HOLDINGS CO	COM CL A	$288K	0.2%Prev: 0.2%	1,776 SH	Increased+209 SH
VISA INC	COM CL A	$605K	0.4%Prev: 0.4%	1,724 SH	Increased-1 SH
VISTRA CORP	COM	$232K	0.2%Prev: 0.2%	1,441 SH	Decreased+123 SH
VULCAN MATLS CO	COM	$512K	0.3%Prev: 0.3%	1,794 SH	Decreased+110 SH
WALMART INC	COM	$603K	0.4%Prev: 0.3%	5,411 SH	Increased+478 SH
WELLS FARGO CO NEW	COM	$417K	0.3%Prev: 0.2%	4,471 SH	Increased+348 SH
ZSCALER INC	COM	$236K	0.2%Prev: 0.3%	1,048 SH	Decreased-372 SH

Sold (vs prior filing)

CYBERARK SOFTWARE LTD — $265K
ECOLAB INC — $244K
F5 INC — $236K
GARMIN LTD — $209K
LINDE PLC — $245K
MOTOROLA SOLUTIONS INC — $318K
OKLO INC — $299K
UNISYS CORP — $62K
VEEVA SYS INC — $226K
WELLTOWER INC — $256K

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