LeConte Wealth Management, LLC

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

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Filer information

Filed by: LeConte Wealth Management, LLC, Chief Compliance Officer
Address: 333 E. Broadway, 4th Floor, Maryville, TN, 37804
Phone: 865-379-8200
AUM: $153.1M

AUM over time

$187.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $154.7M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$643K	0.4%	6,263 SH	New
ABBVIE INC	COM	$1.6M	1.0%Prev: 0.2%	7,173 SH	Increased+5,777 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$406K	0.3%Prev: 0.2%	2,050 SH	Increased+1,260 SH
ADVANCED MICRO DEVICES INC	COM	$355K	0.2%	1,747 SH	New
AKAMAI TECHNOLOGIES INC	COM	$230K	0.1%	2,001 SH	New
ALNYLAM PHARMACEUTICALS INC	COM	$230K	0.1%	695 SH	New
ALPHABET INC	CAP STK CL A	$1.8M	1.2%Prev: 0.3%	6,410 SH	Increased+3,046 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.8%	4,161 SH	New
ALTRIA GROUP INC	COM	$261K	0.2%	3,962 SH	New
AMAZON COM INC	COM	$2.1M	1.4%Prev: 0.6%	10,096 SH	Increased+4,785 SH
AMERICAN ELEC PWR CO INC	COM	$239K	0.2%	1,823 SH	New
AMERICAN EXPRESS CO	COM	$220K	0.1%	728 SH	New
AMGEN INC	COM	$267K	0.2%	760 SH	New
AMPHENOL CORP	CL A	$452K	0.3%	3,577 SH	New
ANALOG DEVICES INC	COM	$297K	0.2%	934 SH	New
APPLE INC	COM	$4.5M	2.9%Prev: 1.3%	17,672 SH	Increased+8,209 SH
APPLIED MATLS INC	COM	$528K	0.3%	1,546 SH	New
AT&T INC	COM	$295K	0.2%Prev: 0.3%	10,187 SH	Decreased-6,290 SH
BANK AMERICA CORP	COM	$436K	0.3%	8,945 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.7%Prev: 0.4%	2,303 SH	Increased+1,047 SH
BLACKBERRY LTD	COM	$48K	0.0%	14,734 SH	New
BLACKROCK INC	COM	$286K	0.2%	297 SH	New
BLOCK INC	CL A	$235K	0.2%	3,898 SH	New
BOEING CO	COM	$211K	0.1%	1,058 SH	New
BOOKING HOLDINGS INC	COM	$211K	0.1%	50 SH	New
BROADCOM INC	COM	$2.3M	1.5%Prev: 0.4%	7,342 SH	Increased+3,795 SH
BWX TECHNOLOGIES INC	COM	$345K	0.2%	1,685 SH	New
CACI INTL INC	CL A	$222K	0.1%	409 SH	New
CAMECO CORP	COM	$232K	0.2%	2,138 SH	New
CARVANA CO	CL A	$243K	0.2%	773 SH	New
CATERPILLAR INC	COM	$513K	0.3%	723 SH	New
CELESTICA INC	COM	$286K	0.2%	1,015 SH	New
CENTRUS ENERGY CORP	CL A	$271K	0.2%	1,559 SH	New
CHENIERE ENERGY INC	COM NEW	$316K	0.2%	1,115 SH	New
CHEVRON CORPORATION	COM	$876K	0.6%	4,233 SH	New
CISCO SYS INC	COM	$1.3M	0.9%Prev: 0.2%	17,150 SH	Increased+10,890 SH
CITIGROUP INC	COM NEW	$287K	0.2%	2,533 SH	New
CLOUDFLARE INC	CL A COM	$841K	0.5%	4,078 SH	New
COCA COLA CO	COM	$826K	0.5%	10,865 SH	New
CONOCOPHILLIPS	COM	$204K	0.1%	1,545 SH	New
CONSTELLATION ENERGY CORP	COM	$449K	0.3%	1,609 SH	New
COSTCO WHOLESALE CORPORATION	COM	$590K	0.4%	592 SH	New
CROWDSTRIKE HLDGS INC	CL A	$640K	0.4%Prev: 0.1%	1,640 SH	Increased+1,057 SH
CUMMINS INC	COM	$248K	0.2%	461 SH	New
DATADOG INC	CL A COM	$414K	0.3%	3,508 SH	New
DENISON MINES CORP	COM	$145K	0.1%	41,173 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$6.4M	4.1%	64,509 SH	New
DISNEY WALT CO	COM	$266K	0.2%	2,764 SH	New
DOORDASH INC	CL A	$224K	0.1%	1,489 SH	New
DUKE ENERGY CORP NEW	COM NEW	$499K	0.3%	3,809 SH	New
EATON CORP PLC	SHS	$274K	0.2%	766 SH	New
ELI LILLY & CO	COM	$767K	0.5%Prev: 0.2%	834 SH	Increased+404 SH
EMERSON ELEC CO	COM	$304K	0.2%	2,319 SH	New
ENCORE ENERGY CORP	COM NEW	$89K	0.1%	49,517 SH	New
ENERGY FUELS INC	COM NEW	$191K	0.1%	10,445 SH	New
EXXON MOBIL CORP	COM	$1.7M	1.1%Prev: 0.4%	9,796 SH	Increased+3,867 SH
F5 INC	COM	$274K	0.2%	947 SH	New
FASTENAL CO	COM	$417K	0.3%	8,981 SH	New
FASTLY INC	CL A	$355K	0.2%	12,205 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.9M	1.9%	46,752 SH	New
FORTINET INC	COM	$616K	0.4%Prev: 0.2%	7,539 SH	Increased+5,013 SH
GE AEROSPACE	COM NEW	$417K	0.3%	1,468 SH	New
GE VERNOVA INC	COM	$267K	0.2%	306 SH	New
GILEAD SCIENCES INC	COM	$327K	0.2%	2,347 SH	New
GOLDMAN SACHS GROUP INC	COM	$492K	0.3%	581 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$223K	0.1%	734 SH	New
HOME DEPOT INC	COM	$480K	0.3%Prev: 0.2%	1,459 SH	Increased+785 SH
HONEYWELL INTL INC	COM	$211K	0.1%Prev: 0.3%	933 SH	Decreased-967 SH
HOWMET AEROSPACE INC	COM	$473K	0.3%	2,052 SH	New
IDEXX LABS INC	COM	$274K	0.2%	487 SH	New
INFOSYS LTD	SPONSORED ADR	$330K	0.2%	24,419 SH	New
INTEL CORP	COM	$208K	0.1%	4,711 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$355K	0.2%Prev: 0.2%	1,463 SH	Increased+291 SH
INVESCO ADVANTAGE MUN INCOME	SH BEN INT	$5.1M	3.3%Prev: 4.0%	584,255 SH	Decreased-149,401 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.6M	12.0%Prev: 20.6%	97,078 SH	Decreased-89,187 SH
ISHARES TR	BROAD USD HIGH	$3.0M	1.9%Prev: 0.5%	81,270 SH	Increased+58,350 SH
ISHARES TR	CORE S&P MCP ETF	$6.1M	3.9%Prev: 6.8%	90,013 SH	Decreased-91,595 SH
ISHARES TR	CORE US AGGBD ET	$10.7M	6.9%Prev: 2.2%	107,788 SH	Increased+73,003 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	1.0%Prev: 0.2%	14,079 SH	Increased+11,154 SH
ISHARES TR	SHRT NAT MUN ETF	$870K	0.6%	8,173 SH	New
JOHNSON & JOHNSON	COM	$1.2M	0.8%Prev: 0.3%	4,866 SH	Increased+2,048 SH
JOHNSON CONTROLS INTERNATION	SHS	$276K	0.2%	2,110 SH	New
JPMORGAN CHASE & CO	COM	$1.3M	0.8%	4,310 SH	New
KLA CORP	COM NEW	$205K	0.1%	139 SH	New
LAM RESEARCH CORP	COM NEW	$332K	0.2%	1,556 SH	New
LEIDOS HOLDINGS INC	COM	$237K	0.2%	1,526 SH	New
LIGHTBRIDGE CORP	COM	$287K	0.2%	26,933 SH	New
LINDE PLC	SHS	$240K	0.2%	485 SH	New
LOWES COS INC	COM	$235K	0.2%	993 SH	New
MARVELL TECHNOLOGY INC	COM	$235K	0.2%	2,368 SH	New
MASTERCARD INCORPORATED	CL A	$321K	0.2%	643 SH	New
MCDONALDS CORP	COM	$455K	0.3%Prev: 0.2%	1,464 SH	Increased+576 SH
MEDTRONIC PLC	SHS	$226K	0.1%	2,606 SH	New
MERCK & CO INC	COM	$425K	0.3%	3,534 SH	New
META PLATFORMS INC	CL A	$1.6M	1.0%Prev: 0.4%	2,754 SH	Increased+1,529 SH
MICRON TECHNOLOGY INC	COM	$449K	0.3%	1,330 SH	New
MICROSOFT CORP	COM	$2.9M	1.9%Prev: 1.2%	7,915 SH	Increased+2,753 SH
MONOLITHIC PWR SYS INC	COM	$223K	0.1%	204 SH	New
MORGAN STANLEY	COM NEW	$338K	0.2%	2,054 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$323K	0.2%	744 SH	New
N-ABLE INC	COMMON STOCK	$50K	0.0%	10,626 SH	New
NETFLIX INC.	COM	$529K	0.3%	5,498 SH	New
NEWMONT CORP	COM	$222K	0.1%	2,051 SH	New
NEXGEN ENERGY LTD	COM	$168K	0.1%	14,521 SH	New
NEXTERA ENERGY INC	COM	$524K	0.3%	5,647 SH	New
NUSCALE PWR CORP	CL A COM	$202K	0.1%	18,637 SH	New
NVIDIA CORPORATION	COM	$5.2M	3.4%Prev: 1.0%	29,764 SH	Increased+14,952 SH
OKLO INC	COM CL A	$243K	0.2%	4,895 SH	New
ORACLE CORP	COM	$359K	0.2%Prev: 0.1%	2,441 SH	Increased+775 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.7%Prev: 0.2%	7,445 SH	Increased+3,141 SH
PALO ALTO NETWORKS INC	COM	$635K	0.4%Prev: 0.2%	3,962 SH	Increased+1,928 SH
PARKER-HANNIFIN CORP	COM	$228K	0.1%	255 SH	New
PEPSICO INC	COM	$756K	0.5%Prev: 0.2%	4,868 SH	Increased+3,131 SH
PFIZER INC	COM	$291K	0.2%	10,349 SH	New
PHILIP MORRIS INTL INC	COM	$702K	0.5%	4,244 SH	New
PHILLIPS 66	COM	$200K	0.1%	1,099 SH	New
PNC FINL SVCS GROUP INC	COM	$245K	0.2%	1,176 SH	New
PROCTER & GAMBLE CO	COM	$441K	0.3%	3,054 SH	New
QUANTA SVCS INC	COM	$463K	0.3%	843 SH	New
ROBINHOOD MKTS INC	COM CL A	$319K	0.2%	4,597 SH	New
ROSS STORES INC	COM	$321K	0.2%	1,483 SH	New
ROYAL CARIBBEAN GROUP	COM	$410K	0.3%	1,490 SH	New
RTX CORPORATION	COM	$443K	0.3%	2,295 SH	New
SALESFORCE INC	COM	$239K	0.2%	1,279 SH	New
SCHWAB CHARLES CORP	COM	$210K	0.1%	2,234 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$5.4M	3.5%Prev: 6.7%	171,835 SH	Decreased-240,758 SH
SMARTFINANCIAL INC	COM NEW	$794K	0.5%Prev: 0.4%	20,322 SH	Increased+950 SH
SOUTHERN CO	COM	$991K	0.6%	10,264 SH	New
STARBUCKS CORP	COM	$202K	0.1%	2,258 SH	New
TELOS CORP MD	COM	$130K	0.1%	31,002 SH	New
TESLA INC	COM	$1.3M	0.8%Prev: 0.4%	3,501 SH	Increased+1,226 SH
TEXAS INSTRS INC	COM	$320K	0.2%	1,649 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$221K	0.1%	449 SH	New
TJX COS INC NEW	COM	$272K	0.2%	1,703 SH	New
UNION PAC CORP	COM	$205K	0.1%	847 SH	New
UNITEDHEALTH GROUP INC	COM	$346K	0.2%Prev: 0.2%	1,280 SH	Increased+635 SH
URANIUM ENERGY CORP	COM	$136K	0.1%	10,070 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$1.7M	1.1%	12,418 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.4M	1.6%Prev: 0.7%	9,504 SH	Increased+4,902 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.8%Prev: 1.1%	15,691 SH	Decreased-4,781 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	0.7%Prev: 1.3%	17,525 SH	Decreased-18,113 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$9.0M	5.8%Prev: 4.0%	120,811 SH	Increased+37,169 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.1M	2.6%Prev: 0.6%	73,401 SH	Increased+57,905 SH
VERISIGN INC	COM	$360K	0.2%	1,449 SH	New
VERIZON COMMUNICATIONS INC	COM	$259K	0.2%	5,161 SH	New
VERTIV HOLDINGS CO	COM CL A	$533K	0.3%	2,128 SH	New
VISA INC	COM CL A	$482K	0.3%Prev: 0.2%	1,594 SH	Increased+617 SH
VISTRA CORP	COM	$341K	0.2%	2,270 SH	New
VULCAN MATLS CO	COM	$471K	0.3%Prev: 0.2%	1,729 SH	Increased+295 SH
WALMART INC	COM	$704K	0.5%Prev: 0.2%	5,661 SH	Increased+2,869 SH
WELLS FARGO & CO	COM	$348K	0.2%	4,377 SH	New
YUM BRANDS INC	COM	$265K	0.2%	1,703 SH	New

Sold (vs prior filing)

BLACKSKY TECHNOLOGY INC — $2K
CHEVRON CORP NEW — $293K
COSTCO WHSL CORP NEW — $243K
DIREXION SHS ETF TR — $10.2M
DOUBLELINE INCOME SOLUTIONS — $13.4M
DOUBLELINE OPPORTUNISTIC CR — $14.7M
DOUBLELINE YIELD OPPORTUNITI — $15.7M
FIRST TR EXCHANGE TRADED FD — $6.2M
IDEAL PWR INC — $939K
ISHARES TR — $244K
JPMORGAN CHASE & CO. — $462K
PROCTER AND GAMBLE CO — $240K
SPDR SER TR — $744K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001172661-26-000199	$153.1M	View
Oct 20, 2026	Q3 2026	13F-HR	0001172661-26-004602	$187.1M	View
Oct 16, 2025	Q3 2025