account_balance
Investment manager · 13F filer · SEC CIK 2063827
Lee, Kelleher & Klein Wealth Management
Reported value$194Mas of Sep 30, 2026
Positions48 1 new, 2 sold out
Top 10 weight79.6%IVV alone is 20%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
20.1%Added +3%
DLNWisdomtree Tr
19.6%Added +3%
IVWiShares Tr
7.2%Added +6%
SPYSPDR S&P 500 ETF Trust
7.1%
DONWisdomtree Tr
6.4%Added +3%
IJHiShares Tr
6.4%Added +4%
GSLCGoldman Sachs ETF Tr
4.2%Trimmed −3%
DESWisdomtree Tr
3.3%+3%
IJRiShares Tr
3.2%Added +8%
IJKiShares Tr
2.3%+4%
JPSTJ P Morgan Exchange Traded F
2.0%+7%
VOOVanguard Index FDS
1.9%
IVViShares Tr
20.1%Added +3%
DLNWisdomtree Tr
19.6%Added +3%
IVWiShares Tr
7.2%
SPYSPDR S&P 500 ETF Trust
7.1%
DONWisdomtree Tr
6.4%
IJHiShares Tr
6.4%
GSLC4.2%
DES3.3%
IJR3.2%
IJK
JPST
VOO1.9%
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
IVV iShares Tr 20.1% Added +3%
DLN Wisdomtree Tr 19.6% Added +3%
IVW iShares Tr 7.2% Added +6%
SPY SPDR S&P 500 ETF Trust 7.1% HeldDON Wisdomtree Tr 6.4% Added +3%
IJH iShares Tr 6.4% Added +4%
GSLC Goldman Sachs ETF Tr 4.2% Trimmed −3%
DES Wisdomtree Tr 3.3% Added +3%
IJR iShares Tr 3.2% Added +8%
IJK iShares Tr 2.3% Added +4%
JPST J P Morgan Exchange Traded F 2.0% Added +7%
VOO Vanguard Index FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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