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CIK: 0002060443
Total reported value
$183.5M
$183.5M
56 檔
47.2%
In Q1 2025, LeConte Wealth Management, LLC's U.S. equity holdings reached a combined market value of $183.5M, distributed across 56 disclosed stock positions.
During Q1 2025, LeConte Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 20.56% | -1.28% | — | |
| 2 | DLY | Doubleline Yield Opport | Stock-Other | 9.98% | — | — | |
| 3 | DBL | Doubleline Opport Credit | Stock-Other | 9.35% | — | — | |
| 4 | DSL | Doubleline Income Solutions | Stock-Other | 8.51% | — | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.75% | -0.16% | — | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-Other | 6.67% | -0.75% | — | |
| 7 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 6.48% | +0.13% | — | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.05% | -0.94% | — | |
| 9 | VKI | Invesco Adv Muni Inc Tr Ii | Stock-Other | 3.99% | -0.58% | — | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.93% | +0.27% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.19% | -0.58% | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.35% | -0.11% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.07% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.23% | — | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | -0.16% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.03% | — | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.72% | +0.14% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.02% | — | |
| 19 | IPWR | Ideal Power Inc | Stock-Other | 0.60% | — | — | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.57% | -0.40% | — | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.54% | -0.17% | — | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.37% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.31% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | — | |
| 26 | SMBK | Smartfinancial Inc | Stock-Other | 0.38% | +0.01% | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.12% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.15% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.07% | — | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.19% | EXIT | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | — | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | -0.14% | EXIT | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.24% | — | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | -0.24% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.18% | — | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.22% | +0.51% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | +0.04% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.03% | — | |
| 40 | VMC | Vulcan Materials Co | Stock-Materials | 0.21% | -0.02% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.09% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.20% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | -0.04% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.09% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | -0.11% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.06% | — | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.16% | -0.14% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.08% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | — | — |
According to official SEC Form 13F filings, LeConte Wealth Management, LLC reported a total U.S. public equity portfolio value of $183.5M across 56 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, DLY, DBL) accounted for 47.2% of total reported equity market value during Q1 2025.
During Q1 2025, LeConte Wealth Management, LLC's top holdings by market value included RSP (20.6%)、DLY (10.0%)、DBL (9.3%). The largest single position, RSP, represented 20.6% of total portfolio value.
In Q1 2025, LeConte Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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