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CIK: 0002060443
Total reported value
$183.5M
$183.5M
138 檔
30.5%
In Q4 2025, LeConte Wealth Management, LLC's U.S. equity holdings reached a combined market value of $183.5M, distributed across 138 disclosed stock positions.
In Q4 2025, LeConte Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RSP, AGG, VCLT) accounted for 30.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SO
市值: $467.0K
Top Position Liquidated / Trimmed
MSI
前期市值: $318.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 14.34% | -1.28% | -8.41% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.53% | -0.58% | +15.75% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 6.14% | -0.94% | -6.46% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 4.94% | +0.13% | -11.82% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.63% | -0.16% | -13.53% | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-Other | 4.03% | -0.75% | -11.65% | |
| 7 | VKI | Invesco Adv Muni Inc Tr Ii | Stock-Other | 3.82% | -0.58% | -10.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.03% | +15.69% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.03% | +0.07% | +6.53% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.23% | +8.64% | |
| 11 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.54% | -0.40% | -6.03% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.22% | +0.27% | -11.25% | |
| 13 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.87% | -0.17% | +19.48% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.12% | +15.93% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.02% | +11.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.15% | +3.33% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.37% | +13.01% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | — | +16.96% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.09% | +17.91% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | — | +10.75% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.24% | +11.67% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.11% | +12.13% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.81% | -0.16% | -12.20% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.24% | +9.88% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | +2.71% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.67% | -0.11% | -15.27% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.07% | +8.06% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.31% | -2.89% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.51% | +7.37% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.18% | -8.22% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.55% | -0.07% | +7.77% | |
| 32 | SMBK | Smartfinancial Inc | Stock-Other | 0.49% | +0.01% | +4.35% | |
| 33 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.49% | +0.06% | +15.85% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.30% | +10.46% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.20% | -0.22% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.14% | +41.84% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.04% | -0.06% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.08% | +9.69% | |
| 39 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.39% | +0.07% | +47.75% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.04% | -0.96% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.04% | +29.53% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.06% | +7.93% | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.34% | +0.25% | +16.24% | |
| 44 | VMC | Vulcan Materials Co | Stock-Materials | 0.33% | -0.02% | +6.53% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.03% | +6.18% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | -0.03% | +15.11% | |
| 47 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.32% | +0.26% | +11.37% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | +0.09% | -13.93% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | — | +63.69% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.31% | +0.35% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.7% | +15.75% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | +15.69% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +6.53% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +15.93% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.33% | Add |
| 6 | USHY | Ishares Broad Usd High Yield | +0.3% | +19.48% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +12.13% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +11.19% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +16.96% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +9.88% | Add |
| 11 | ACN | Accenture plc | +0.1% | +41.84% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +17.91% | Add |
| 13 | VGLT | Vanguard Long-term Treasury | -0.3% | -6.03% | Trim |
| 14 | SCHY | Schwab International Dvd ETF | -0.3% | -11.65% | Trim |
| 15 | VKI | Invesco Adv Muni Inc Tr Ii | -0.4% | -10.74% | Trim |
| 16 | CIBR | First Trust Nasdaq Cybersecu | -0.5% | -11.25% | Trim |
| 17 | VCLT | Vanguard Long-term CORP Bond | -0.7% | -6.46% | Trim |
| 18 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | -0.8% | -11.82% | Trim |
| 19 | IJH | Ishares Core S&p Midcap ETF | -0.8% | -13.53% | Trim |
| 20 | RSP | Invesco S&p 500 Equal Weight | -1.5% | -8.41% | Trim |
| 21 | SO | Southern Co/the | — | NEW | New buy |
| 22 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 23 | OKLO | Oklo Inc | — | EXIT | Sold out |
| 24 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 25 | LRCX | Lam Research CORP | — | NEW | New buy |
| 26 | WELL | Welltower Inc | — | EXIT | Sold out |
| 27 | ROST | Ross Stores Inc | — | NEW | New buy |
| 28 | INTU | Intuit Inc | — | NEW | New buy |
| 29 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 30 | LIN | Linde plc | — | EXIT | Sold out |
| 31 | ECL | Ecolab Inc | — | EXIT | Sold out |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 34 | FFIV | F5 Inc | — | EXIT | Sold out |
| 35 | CMI | Cummins Inc | — | NEW | New buy |
| 36 | COF | Capital One Financial CORP | — | NEW | New buy |
| 37 | APP | Applovin Corp-class A | — | NEW | New buy |
| 38 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 39 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 40 | CRM | Salesforce Inc | — | NEW | New buy |
| 41 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 42 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 43 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 44 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 45 | BA | Boeing Co/the | — | NEW | New buy |
| 46 | AEP | American Electric Power | — | NEW | New buy |
| 47 | NEM | Newmont CORP | — | NEW | New buy |
| 48 | SNOW | Snowflake Inc | — | NEW | New buy |
| 49 | PFE | Pfizer Inc | — | NEW | New buy |
| 50 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
According to official SEC Form 13F filings, LeConte Wealth Management, LLC reported a total U.S. public equity portfolio value of $183.5M across 138 disclosed positions in Q4 2025.
During Q4 2025, LeConte Wealth Management, LLC's top holdings by market value included RSP (14.3%)、AGG (6.5%)、VCLT (6.1%). The largest single position, RSP, represented 14.3% of total portfolio value.
In Q4 2025, LeConte Wealth Management, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 12 positions, trimming 8 holdings, and fully liquidating 9 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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