Institutions / Lee-Kelleher Wealth Management

Lee-Kelleher Wealth Management

CIK 2063827 · Institution · as of Dec 31, 2025

Portfolio value

$167.60M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 43 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$32.90M	48,034	19.6%
WisdomTree Trust	—	$32.76M	371,903	19.5%
SPDR S&P 500 ETF Tr	—	$12.53M	18,377	7.5%
WisdomTree Tr	—	$11.03M	213,817	6.6%
iShares Tr	—	$10.70M	86,836	6.4%
iShares Tr	—	$10.51M	159,187	6.3%
Goldman Sachs ETF Tr	—	$8.23M	62,154	4.9%
WisdomTree Tr	—	$5.15M	153,825	3.1%
iShares Tr	—	$4.68M	38,911	2.8%
iShares Tr	—	$3.75M	38,748	2.2%
J P Morgan Exchange Traded F	—	$3.64M	72,029	2.2%
Vanguard Index Fds	—	$3.42M	5,459	2.0%
iShares Tr	—	$3.35M	7,076	2.0%
iShares Tr	—	$2.69M	27,899	1.6%
Vanguard Index Fds	—	$2.60M	7,766	1.6%
iShares Tr	—	$2.33M	16,502	1.4%
Vanguard Scottsdale Fds	—	$2.20M	23,843	1.3%
iShares Tr	—	$1.64M	18,359	1.0%
iShares Tr	—	$1.61M	14,150	1.0%
SPDR Series Trust	—	$1.36M	29,028	0.8%
Goldman Sachs ETF Tr	—	$1.31M	30,466	0.8%
Vanguard Index Fds	—	$1.12M	3,852	0.7%
Vanguard Scottsdale Fds	—	$952.6K	7,824	0.6%
iShares Tr	—	$942.8K	6,885	0.6%
SPDR Series Trust	—	$847.4K	9,500	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.