13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002060443
Total reported value
$183.5M
$183.5M
104 檔
33.9%
During the Q2 2025 filing period, LeConte Wealth Management, LLC (CIK: 0002060443) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $183.5M across 104 reported positions.
During Q2 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 | 17.69% | -1.28% | -22.77% | |
| 2 | DBL | Doubleline Opport Credit | Stock-Other | 6.63% | — | -32.12% | |
| 3 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 6.37% | +0.13% | -17.78% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.86% | -0.16% | -23.14% | |
| 5 | DLY | Doubleline Yield Opport | Stock-Other | 5.49% | — | -46.48% | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-Other | 5.45% | -0.75% | -28.60% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.01% | -0.58% | +71.76% | |
| 8 | VKI | Invesco Adv Muni Inc Tr Ii | Stock-Other | 3.97% | -0.58% | -4.56% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.90% | -0.94% | -9.14% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.67% | +0.27% | -26.80% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.23% | +44.36% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.03% | +40.99% | |
| 13 | DSL | Doubleline Income Solutions | Stock-Other | 1.97% | — | -77.59% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.07% | +28.44% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.26% | -0.11% | -12.66% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.02% | +42.84% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.09% | -0.17% | +87.50% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.12% | +62.50% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | +0.14% | +8.67% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | -0.16% | -20.33% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.37% | +48.90% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | — | +29.01% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +69.41% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.24% | +55.04% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.15% | +52.76% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.31% | +24.46% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.09% | +153.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.03% | +23.89% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.51% | +78.61% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.24% | +64.38% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | — | -12.29% | |
| 32 | SMBK | Smartfinancial Inc | Stock-Other | 0.44% | +0.01% | +0.02% | |
| 33 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.42% | -0.40% | -28.34% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.41% | -0.19% | EXIT | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.38% | -0.07% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.04% | +62.54% | |
| 37 | FTNT | Fortinet Inc | Stock-Tech | 0.38% | +0.25% | +108.08% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.38% | +0.30% | +87.14% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.07% | +26.15% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.01% | +45.90% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.04% | +37.27% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.14% | — | |
| 43 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.31% | +0.06% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.18% | +33.26% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.29% | -0.14% | +83.04% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | — | — | |
| 47 | VMC | Vulcan Materials Co | Stock-Materials | 0.27% | -0.02% | +8.30% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.27% | +0.09% | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.06% | +60.39% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.09% | +49.81% |
According to official SEC Form 13F filings, LeConte Wealth Management, LLC reported a total U.S. public equity portfolio value of $183.5M across 104 disclosed positions in Q2 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, DBL, QQQE) accounted for 33.9% of total reported equity market value during Q2 2025.
During Q2 2025, LeConte Wealth Management, LLC's top holdings by market value included RSP (17.7%)、DBL (6.6%)、QQQE (6.4%). The largest single position, RSP, represented 17.7% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.