account_balance
Investment manager · 13F filer · SEC CIK 2060443
LeConte Wealth Management, LLC
Reported value$184Mas of Jun 30, 2026
Positions179 36 new, 9 sold out
Top 10 weight44.1%RSP alone is 11%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RSPInvesco Exchange Traded Fd T
10.8%Trimmed −4%
AGGiShares Tr
6.3%Added +9%
VCLTVanguard Scottsdale FDS
4.9%
QQQEDirexion Shares ETF Trust
4.2%
IJHiShares Tr
3.8%
NVDANvidia Corporation
3.4%Added +4%
AAPLApple Inc
3.0%Added +7%
SCHYSchwab Strategic Tr
2.8%Trimmed −7%
VKIInvesco Advantage Mun Income
2.7%Trimmed −11%
VGLTVanguard Scottsdale FDS
2.2%
CIBRFirst Tr Exchange-traded Fd
2.2%Trimmed −6%
USHYiShares Tr
1.8%Added +8%
RSPInvesco Exchange Traded Fd T
10.8%Trimmed −4%
AGGiShares Tr
6.3%Added +9%
VCLT4.9%
QQQE4.2%
IJHiShares Tr
3.8%
SCHY2.8%
VKI2.7%VGLT2.2%
CIBR2.2%
USHY1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 10.8% Trimmed −4%
AGG iShares Tr 6.3% Added +9%
VCLT Vanguard Scottsdale FDS 4.9% Held
QQQE Direxion Shares ETF Trust 4.2% Held
IJH iShares Tr 3.8% Held
NVDA Nvidia Corporation 3.4% Added +4%AAPL Apple Inc 3.0% Added +7%SCHY Schwab Strategic Tr 2.8% Trimmed −7%
VKI Invesco Advantage Mun Income 2.7% Trimmed −11%VGLT Vanguard Scottsdale FDS 2.2% Held
CIBR First Tr Exchange-traded Fd 2.2% Trimmed −6%
USHY iShares Tr 1.8% Added +8%
What changed