LeConte Wealth Management, LLC
Q3 2026 13F filing
Updated 16 days ago197 disclosed positions worth $187.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVESCO EXCHANGE TRADED FD T | $16M | 76.8K | 8.54% | Trimmed(-17.3%) |
| 2 | E ISHARES TR | $12.2M | 128.7K | 6.50% | Added(+9.5%) |
| 3 | N NVIDIA CORPORATION | $7.7M | 33.6K | 4.10% | Added(+8.1%) |
| 4 | D DIREXION SHARES ETF TRUST | $7.1M | 59.5K | 3.82% | Trimmed(-6.8%) |
| 5 | A APPLE INC | $6.8M | 20.5K | 3.66% | Added(+9.1%) |
| 6 | V VANGUARD SCOTTSDALE FDS | $5.9M | 86.2K | 3.16% | Trimmed(-27.8%) |
| 7 | E ISHARES TR | $5.9M | 81.8K | 3.14% | Trimmed(-8.9%) |
| 8 | M MICROSOFT CORP | $4.9M | 9.6K | 2.63% | Added(+17.4%) |
| 9 | S SCHWAB STRATEGIC TR | $4.4M | 140.4K | 2.36% | Trimmed(-12.3%) |
| 10 | V INVESCO ADVANTAGE MUN INCOME | $3.8M | 514.4K | 2.06% | Trimmed(-1.1%) |
| 11 | A AMAZON COM INC | $3.7M | 15.0K | 2.00% | Added(+45.9%) |
| 12 | F FIRST TR EXCHANGE-TRADED FD | $3.7M | 35.4K | 1.95% | Trimmed(-19.5%) |
| 13 | E ISHARES TR | $3.5M | 98.4K | 1.88% | Added(+12.1%) |
| 14 | A BROADCOM INC | $3.1M | 8.8K | 1.65% | Added(+14.0%) |
| 15 | G ALPHABET INC | $2.9M | 8.3K | 1.53% | Added(+20.9%) |
| 16 | V VANGUARD SCOTTSDALE FDS | $2.8M | 56.3K | 1.51% | Trimmed(-24.0%) |
| 17 | V VANGUARD INDEX FDS | $2.7M | 9.3K | 1.45% | Trimmed(-9.5%) |
| 18 | P PALO ALTO NETWORKS INC | $2.3M | 5.8K | 1.23% | Added(+17.2%) |
| 19 | C CROWDSTRIKE HLDGS INC | $2M | 7.4K | 1.05% | Added(+336.9%) |
| 20 | A ABBVIE INC | $1.9M | 7.3K | 1.03% | Added(+3.6%) |
| 21 | C CISCO SYS INC | $1.8M | 17.1K | 0.99% | Trimmed(-0.4%) |
| 22 | M META PLATFORMS INC | $1.7M | 2.4K | 0.93% | Added(+14.0%) |
| 23 | M MICRON TECHNOLOGY INC | $1.7M | 1.6K | 0.92% | Added(+25.3%) |
| 24 | N CLOUDFLARE INC | $1.7M | 4.8K | 0.88% | Added(+6.6%) |
| 25 | X EXXONMOBIL HOLDINGS CORP | $1.6M | 9.9K | 0.86% | — |
| 26 | J JPMORGAN CHASE & CO | $1.5M | 4.7K | 0.83% | Added(+1.5%) |
| 27 | G ALPHABET INC | $1.5M | 4.5K | 0.82% | Trimmed(-0.6%) |
| 28 | E ISHARES TR | $1.5M | 14.6K | 0.79% | Trimmed(-2.4%) |
| 29 | S SOUTHERN CO | $1.5M | 17.8K | 0.79% | Trimmed(-5.9%) |
| 30 | F FORTINET INC | $1.4M | 8.0K | 0.77% | Added(+2.6%) |
| 31 | T TESLA INC | $1.4M | 3.9K | 0.73% | Added(+5.8%) |
| 32 | N VANECK ETF TRUST | $1.4M | 13.1K | 0.72% | Trimmed(-1.8%) |
| 33 | J JOHNSON & JOHNSON | $1.3M | 5.1K | 0.72% | Added(+0.2%) |
| 34 | L ELI LILLY & CO | $1.3M | 1.2K | 0.72% | Added(+11.3%) |
| 35 | A ADVANCED MICRO DEVICES INC | $1.3M | 2.2K | 0.71% | Added(+25.7%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $1.3M | 2.6K | 0.70% | Added(+6.0%) |
| 37 | P PALANTIR TECHNOLOGIES INC | $1.1M | 5.8K | 0.58% | Trimmed(-18.4%) |
| 38 | D DATADOG INC | $1.1M | 3.9K | 0.57% | Added(+4.6%) |
| 39 | K COCA COLA CO | $1.1M | 12.3K | 0.57% | Added(+3.6%) |
| 40 | S SMARTFINANCIAL INC | $1M | 20.3K | 0.54% | Added(+0.0%) |
| 41 | P PHILIP MORRIS INTL INC | $904K | 4.7K | 0.48% | Added(+2.8%) |
| 42 | A APPLIED MATLS INC | $886K | 1.7K | 0.47% | Added(+10.8%) |
| 43 | E ISHARES TR | $843K | 8.1K | 0.45% | Trimmed(-4.3%) |
| 44 | C CHEVRON CORPORATION | $820K | 4.0K | 0.44% | Trimmed(-2.3%) |
| 45 | V VANGUARD SCOTTSDALE FDS | $813K | 10.4K | 0.43% | Trimmed(-31.7%) |
| 46 | C CATERPILLAR INC | $761K | 939 | 0.41% | Added(+16.2%) |
| 47 | V VISA INC | $759K | 2.1K | 0.41% | Added(+12.3%) |
| 48 | V VERTIV HOLDINGS CO | $702K | 2.9K | 0.38% | Added(+24.3%) |
| 49 | V VANGUARD SCOTTSDALE FDS | $699K | 12.3K | 0.37% | Trimmed(-29.4%) |
| 50 | M MARVELL TECHNOLOGY INC | $683K | 2.6K | 0.36% | Added(+1.3%) |