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: $183.5M179 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$204K	0.1%	1,257 SH	New
A10 NETWORKS INC	COM	$290K	0.2%	7,757 SH	New
ABBOTT LABORATORIES	COM	$619K	0.3%	6,817 SH	New
ABBVIE INC	COM	$1.8M	1.0%Prev: 0.2%	7,085 SH	Increased+5,206 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$217K	0.1%Prev: 0.3%	1,744 SH	Decreased+298 SH
ADVANCED MICRO DEVICES INC	COM	$1.0M	0.5%Prev: 0.1%	1,731 SH	Increased+242 SH
AKAMAI TECHNOLOGIES INC	COM	$233K	0.1%	1,973 SH	New
ALLOT LTD	SHS	$95K	0.1%	10,722 SH	New
ALNYLAM PHARMACEUTICALS INC	COM	$228K	0.1%	759 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	1.3%Prev: 0.6%	6,863 SH	Increased+1,724 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.9%Prev: 0.1%	4,548 SH	Increased+3,340 SH
ALTRIA GROUP INC	COM	$291K	0.2%	4,042 SH	New
AMAZON COM INC	COM	$2.5M	1.3%Prev: 1.1%	10,307 SH	Increased+2,721 SH
AMERICAN ELEC PWR CO INC	COM	$397K	0.2%Prev: 0.1%	2,902 SH	Increased+940 SH
AMERICAN EXPRESS CO	COM	$262K	0.1%	775 SH	New
AMETEK INC	COM	$231K	0.1%	954 SH	New
AMGEN INC	COM	$304K	0.2%Prev: 0.1%	840 SH	Increased+64 SH
AMPHENOL CORP	CL A	$695K	0.4%	3,943 SH	New
ANALOG DEVICES INC	COM	$400K	0.2%	1,006 SH	New
APPLE INC	COM	$5.4M	3.0%Prev: 1.7%	18,823 SH	Increased+6,669 SH
APPLIED MATLS INC	COM	$1.1M	0.6%Prev: 0.1%	1,564 SH	Increased+409 SH
ARISTA NETWORKS INC	COM SHS	$212K	0.1%	1,249 SH	New
ATMOS ENERGY CORP	COM	$279K	0.2%	1,620 SH	New
BANK OF AMER CORP	COM	$564K	0.3%	9,893 SH	New
BANK OF NY MELLON CORP	COM	$217K	0.1%	1,504 SH	New
BELLRING BRANDS INC	COMMON STOCK	$141K	0.1%	10,935 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.7%Prev: 0.5%	2,486 SH	Increased+930 SH
BLACKBERRY LTD	COM	$233K	0.1%Prev: 0.0%	18,389 SH	Increased+5,094 SH
BLACKROCK INC	COM	$267K	0.1%Prev: 0.2%	278 SH	Increased+45 SH
BLOCK INC	CL A	$371K	0.2%	4,880 SH	New
BOEING CO	COM	$229K	0.1%Prev: 0.2%	1,056 SH	Decreased-192 SH
BRISTOL-MYERS SQUIBB CO	COM	$217K	0.1%	3,764 SH	New
BROADCOM INC	COM	$2.9M	1.6%Prev: 1.1%	7,709 SH	Increased+1,945 SH
BWX TECHNOLOGIES INC	COM	$356K	0.2%	1,829 SH	New
CAMECO CORP	COM	$210K	0.1%	2,060 SH	New
CARVANA CO	CL A	$250K	0.1%	3,801 SH	New
CATERPILLAR INC	COM	$860K	0.5%Prev: 0.2%	808 SH	Increased+228 SH
CELESTICA INC	COM	$359K	0.2%Prev: 0.2%	985 SH	Increased-1,308 SH
CENTRUS ENERGY CORP	CL A	$321K	0.2%	1,914 SH	New
CHENIERE ENERGY INC	COM NEW	$288K	0.2%	1,205 SH	New
CHEVRON CORPORATION	COM	$682K	0.4%	4,112 SH	New
CISCO SYS INC	COM	$2.0M	1.1%Prev: 0.5%	17,195 SH	Increased+6,905 SH
CITIGROUP INC	COM NEW	$385K	0.2%Prev: 0.1%	2,752 SH	Increased+195 SH
CLEAR SECURE INC	COM CL A	$203K	0.1%	3,647 SH	New
CLOUDFLARE INC	CL A COM	$1.1M	0.6%Prev: 0.3%	4,472 SH	Increased+2,164 SH
COCA COLA CO	COM	$965K	0.5%Prev: 0.2%	11,868 SH	Increased+8,407 SH
CONSTELLATION ENERGY CORP	COM	$433K	0.2%Prev: 0.2%	1,742 SH	Increased+977 SH
CORNING INC	COM	$370K	0.2%	1,447 SH	New
COSTCO WHOLESALE CORPORATION	COM	$539K	0.3%	576 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.7%Prev: 0.4%	1,701 SH	Increased+610 SH
CSX CORP	COM	$235K	0.1%	4,946 SH	New
CUMMINS INC	COM	$376K	0.2%	527 SH	New
CVS HEALTH CORP	COM	$206K	0.1%	1,996 SH	New
DATADOG INC	CL A COM	$977K	0.5%Prev: 0.2%	3,753 SH	Increased+1,177 SH
DEERE & CO	COM	$302K	0.2%	476 SH	New
DENISON MINES CORP	COM	$155K	0.1%	50,561 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$7.8M	4.2%	63,813 SH	New
DISNEY WALT CO	COM	$285K	0.2%Prev: 0.3%	2,956 SH	Decreased-29 SH
DOORDASH INC	CL A	$204K	0.1%Prev: 0.2%	1,106 SH	Decreased+21 SH
DUKE ENERGY CORP NEW	COM NEW	$496K	0.3%	3,921 SH	New
EATON CORP PLC	SHS	$571K	0.3%	1,341 SH	New
ELI LILLY & CO	COM	$1.3M	0.7%Prev: 0.3%	1,044 SH	Increased+471 SH
EMERSON ELEC CO	COM	$319K	0.2%Prev: 0.2%	2,230 SH	Increased+308 SH
ENCORE ENERGY CORP	COM NEW	$63K	0.0%	47,943 SH	New
ENERGY FUELS INC	COM NEW	$181K	0.1%	12,477 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.8%Prev: 0.5%	10,252 SH	Increased+2,873 SH
F5 INC	COM	$402K	0.2%	967 SH	New
FASTENAL CO	COM	$408K	0.2%Prev: 0.2%	8,486 SH	Increased+1,502 SH
FASTLY INC	CL A	$191K	0.1%	10,391 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$4.0M	2.2%	44,045 SH	New
FIRSTENERGY CORP	COM	$239K	0.1%	5,020 SH	New
FORTINET INC	COM	$1.2M	0.7%Prev: 0.4%	7,811 SH	Increased+2,555 SH
GE AEROSPACE	COM NEW	$607K	0.3%Prev: 0.2%	1,624 SH	Increased+565 SH
GE VERNOVA INC	COM	$389K	0.2%	331 SH	New
GILEAD SCIENCES INC	COM	$312K	0.2%	2,468 SH	New
GOLDMAN SACHS GROUP INC	COM	$540K	0.3%Prev: 0.2%	534 SH	Increased+42 SH
HILTON WORLDWIDE HLDGS INC	COM	$272K	0.1%	823 SH	New
HOME DEPOT INC	COM	$467K	0.3%Prev: 0.3%	1,324 SH	Increased+243 SH
HOWMET AEROSPACE INC	COM	$685K	0.4%Prev: 0.2%	2,547 SH	Increased+1,216 SH
IDEXX LABS INC	COM	$245K	0.1%	466 SH	New
INFOSYS LTD	SPONSORED ADR	$180K	0.1%Prev: 0.2%	17,201 SH	Decreased+1,278 SH
INTEL CORP	COM	$540K	0.3%	3,867 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$442K	0.2%Prev: 0.3%	1,573 SH	Decreased-137 SH
INVESCO ADVANTAGE MUN INCOME	SH BEN INT	$4.9M	2.7%Prev: 4.0%	520,321 SH	Decreased-179,847 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$19.8M	10.8%Prev: 17.7%	92,833 SH	Decreased-51,021 SH
ISHARES TR	BROAD USD HIGH	$3.3M	1.8%Prev: 1.1%	87,800 SH	Increased+44,824 SH
ISHARES TR	CORE S&P MCP ETF	$6.9M	3.8%Prev: 5.9%	89,769 SH	Decreased-49,817 SH
ISHARES TR	CORE US AGGBD ET	$11.6M	6.3%Prev: 4.0%	117,507 SH	Increased+57,760 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.9%Prev: 0.5%	15,005 SH	Increased+7,597 SH
ISHARES TR	SHRT NAT MUN ETF	$897K	0.5%Prev: 0.4%	8,425 SH	Increased+3,099 SH
JOHNSON & JOHNSON	COM	$1.3M	0.7%Prev: 0.4%	5,073 SH	Increased+1,518 SH
JOHNSON CONTROLS INTERNATION	SHS	$279K	0.2%	1,908 SH	New
JPMORGAN CHASE & CO	COM	$1.5M	0.8%	4,600 SH	New
KENVUE INC	COM	$203K	0.1%	10,602 SH	New
KLA CORP	COM NEW	$355K	0.2%	1,177 SH	New
LAM RESEARCH CORP	COM NEW	$696K	0.4%	1,606 SH	New
LIGHTBRIDGE CORP	COM	$216K	0.1%	24,581 SH	New
LINDE PLC	SHS	$279K	0.2%	537 SH	New
LOWES COS INC	COM	$218K	0.1%	987 SH	New
MARVELL TECHNOLOGY INC	COM	$760K	0.4%	2,552 SH	New
MASTERCARD INCORPORATED	CL A	$419K	0.2%Prev: 0.3%	816 SH	Increased+144 SH
MCDONALDS CORP	COM	$373K	0.2%Prev: 0.2%	1,379 SH	Increased+336 SH
MCKESSON CORP	COM	$201K	0.1%	266 SH	New
MERCK & CO INC	COM	$551K	0.3%	4,289 SH	New
META PLATFORMS INC	CL A	$1.2M	0.6%Prev: 0.9%	2,104 SH	Decreased+280 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.8%	1,289 SH	New
MICROSOFT CORP	COM	$3.0M	1.7%Prev: 2.5%	8,167 SH	Decreased+715 SH
MONOLITHIC PWR SYS INC	COM	$297K	0.2%	215 SH	New
MORGAN STANLEY	COM NEW	$418K	0.2%Prev: 0.2%	1,999 SH	Increased+224 SH
MOTOROLA SOLUTIONS INC	COM NEW	$266K	0.1%	640 SH	New
NETFLIX INC.	COM	$370K	0.2%	5,178 SH	New
NETSCOUT SYS INC	COM	$235K	0.1%	5,392 SH	New
NEWMONT CORP	COM	$228K	0.1%	2,438 SH	New
NEXGEN ENERGY LTD	COM	$143K	0.1%	15,273 SH	New
NEXTERA ENERGY INC	COM	$512K	0.3%	5,835 SH	New
NUSCALE PWR CORP	CL A COM	$206K	0.1%	20,585 SH	New
NVIDIA CORPORATION	COM	$6.2M	3.4%Prev: 2.2%	31,073 SH	Increased+10,190 SH
OKLO INC	COM CL A	$293K	0.2%	5,597 SH	New
ORACLE CORP	COM	$343K	0.2%Prev: 0.3%	2,341 SH	Decreased+54 SH
PALANTIR TECHNOLOGIES INC	CL A	$835K	0.5%Prev: 0.6%	7,160 SH	Decreased+487 SH
PALO ALTO NETWORKS INC	COM	$1.7M	0.9%Prev: 0.5%	4,928 SH	Increased+1,295 SH
PARKER-HANNIFIN CORP	COM	$248K	0.1%	254 SH	New
PEPSICO INC	COM	$690K	0.4%Prev: 0.2%	5,098 SH	Increased+3,273 SH
PFIZER INC	COM	$201K	0.1%	8,331 SH	New
PHILIP MORRIS INTL INC	COM	$833K	0.5%Prev: 0.3%	4,607 SH	Increased+2,277 SH
PHILLIPS 66	COM	$222K	0.1%	1,314 SH	New
PNC FINL SVCS GROUP INC	COM	$290K	0.2%	1,179 SH	New
PROCTER & GAMBLE CO	COM	$513K	0.3%	3,497 SH	New
QUALCOMM INC	COM	$231K	0.1%	1,251 SH	New
QUANTA SVCS INC	COM	$572K	0.3%	794 SH	New
REALTY INCOME CORP	COM	$202K	0.1%	3,255 SH	New
ROBINHOOD MKTS INC	COM CL A	$506K	0.3%Prev: 0.2%	5,047 SH	Increased+2,068 SH
ROBLOX CORP	CL A	$215K	0.1%Prev: 0.1%	3,959 SH	Increased+1,968 SH
ROSS STORES INC	COM	$298K	0.2%	1,398 SH	New
ROYAL CARIBBEAN GROUP	COM	$459K	0.2%Prev: 0.2%	1,444 SH	Increased+660 SH
RTX CORPORATION	COM	$508K	0.3%Prev: 0.2%	2,677 SH	Increased+1,035 SH
RUBRIK INC.	CL A	$295K	0.2%	3,678 SH	New
SANDISK CORP	COM	$373K	0.2%	164 SH	New
SCHWAB CHARLES CORP	COM	$213K	0.1%	2,310 SH	New
SCHWAB STRATEGIC TR	INTERNL DIVID	$5.1M	2.8%Prev: 5.5%	160,178 SH	Decreased-134,424 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$466K	0.3%	483 SH	New
SMARTFINANCIAL INC	COM NEW	$954K	0.5%Prev: 0.4%	20,341 SH	Increased+966 SH
SOUTHERN CO	COM	$1.8M	1.0%	18,914 SH	New
STARBUCKS CORP	COM	$247K	0.1%	2,421 SH	New
TARGA RES CORP	COM	$200K	0.1%	746 SH	New
TELOS CORP MD	COM	$131K	0.1%Prev: 0.0%	28,512 SH	Increased+11,452 SH
TERADYNE INC	COM	$238K	0.1%	492 SH	New
TESLA INC	COM	$1.5M	0.8%Prev: 0.6%	3,652 SH	Increased+717 SH
TEXAS INSTRS INC	COM	$466K	0.3%Prev: 0.2%	1,565 SH	Increased+344 SH
THERMO FISHER SCIENTIFIC INC	COM	$229K	0.1%	456 SH	New
TJX COS INC NEW	COM	$275K	0.1%	1,816 SH	New
TRACTOR SUPPLY CO	COM	$230K	0.1%	7,283 SH	New
TRANE TECHNOLOGIES PLC	SHS	$216K	0.1%	439 SH	New
UNION PAC CORP	COM	$252K	0.1%	927 SH	New
UNISYS CORP	COM NEW	$40K	0.0%	10,900 SH	New
UNITEDHEALTH GROUP INC	COM	$467K	0.3%Prev: 0.2%	1,123 SH	Increased+34 SH
URANIUM ENERGY CORP	COM	$126K	0.1%	11,831 SH	New
US BANCORP	COM NEW	$207K	0.1%	3,431 SH	New
VALERO ENERGY CORP	COM	$201K	0.1%	772 SH	New
VANECK ETF TRUST	URANI NUCLE ETF	$1.5M	0.8%	13,342 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$228K	0.1%	2,652 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	1.7%Prev: 1.0%	10,282 SH	Increased+5,281 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	0.7%Prev: 0.9%	15,203 SH	Decreased-1,107 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.0M	0.6%Prev: 1.3%	17,456 SH	Decreased-13,670 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$9.0M	4.9%Prev: 3.9%	119,483 SH	Increased+43,487 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.1M	2.2%Prev: 0.4%	74,102 SH	Increased+62,997 SH
VERISIGN INC	COM	$374K	0.2%Prev: 0.2%	1,486 SH	Increased+650 SH
VERIZON COMMUNICATIONS INC	COM	$234K	0.1%	5,520 SH	New
VERTIV HOLDINGS CO	COM CL A	$783K	0.4%	2,340 SH	New
VISA INC	COM CL A	$646K	0.4%Prev: 0.4%	1,882 SH	Increased+294 SH
VISTRA CORP	COM	$289K	0.2%Prev: 0.1%	1,822 SH	Increased+733 SH
VULCAN MATLS CO	COM	$514K	0.3%Prev: 0.3%	1,743 SH	Increased+190 SH
WALMART INC	COM	$686K	0.4%Prev: 0.2%	6,053 SH	Increased+2,358 SH
WELLS FARGO & CO	COM	$372K	0.2%	4,507 SH	New
WELLTOWER INC	COM	$299K	0.2%	1,316 SH	New
WESTERN DIGITAL CORP	COM	$222K	0.1%	348 SH	New
WILLIAMS COS INC	COM	$211K	0.1%	2,835 SH	New
WW GRAINGER INC	COM	$227K	0.1%	167 SH	New
YUM BRANDS INC	COM	$275K	0.1%	1,718 SH	New

Sold (vs prior filing)

ABBOTT LABS — $205K
AMPHENOL CORP NEW — $399K
AT&T INC — $602K
BANK AMERICA CORP — $332K
BOOKING HOLDINGS INC — $220K
CHECK POINT SOFTWARE TECH LT — $242K
CHEVRON CORP NEW — $326K
COINBASE GLOBAL INC — $298K
COMCAST CORP NEW — $205K
COSTCO WHSL CORP NEW — $381K
DIREXION SHS ETF TR — $9.4M
DOUBLELINE INCOME SOLUTIONS — $2.9M
DOUBLELINE OPPORTUNISTIC CR — $9.8M
DOUBLELINE YIELD OPPORTUNITI — $8.1M
FIRST TR EXCHANGE TRADED FD — $5.4M
HONEYWELL INTL INC — $291K
IDEAL PWR INC — $125K
INTUIT — $210K
ISHARES TR — $255K
JPMORGAN CHASE & CO. — $925K
… and 8 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