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
152 檔
27.7%
The Q1 2026 SEC filing reveals that LeConte Wealth Management, LLC held a total portfolio value of $183.5M, covering 152 public equity positions.
In Q1 2026, LeConte Wealth Management, LLC displayed an active expansion posture, initiating 29 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.04% | -1.28% | -15.28% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.92% | -0.58% | +7.66% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.84% | -0.94% | -2.48% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 4.11% | +0.13% | -12.72% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.93% | -0.16% | -16.17% | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-Other | 3.52% | -0.75% | -16.99% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.03% | +4.35% | |
| 8 | VKI | Invesco Adv Muni Inc Tr Ii | Stock-Other | 3.27% | -0.58% | -8.95% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.07% | +3.58% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.63% | -0.40% | +5.47% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.94% | -0.17% | +6.33% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.89% | +0.27% | -1.51% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.23% | -15.42% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.58% | +0.14% | +1098.49% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.12% | -6.44% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.02% | +0.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.15% | +11.63% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.31% | +26.30% | |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.07% | -0.23% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.37% | +11.23% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | -0.04% | +188.42% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.97% | -0.09% | +2.80% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.24% | +7.89% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | — | +0.92% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.84% | -0.16% | +6.13% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | -2.00% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.11% | +3.25% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.07% | +2.18% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | +4.82% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.70% | -0.24% | +2.68% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.67% | -0.11% | +3.09% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.64% | +0.35% | +91.64% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.20% | +1.93% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.56% | -0.07% | +2.68% | |
| 35 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.54% | +0.06% | +7.49% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | — | +60.56% | |
| 37 | SMBK | Smartfinancial Inc | Stock-Other | 0.51% | +0.01% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.18% | +5.17% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.11% | +70.99% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.08% | +4.62% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | — | +53.88% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.08% | +168.80% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.30% | +7.82% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.51% | -18.38% | |
| 45 | FTNT | Fortinet Inc | Stock-Tech | 0.40% | +0.25% | +14.02% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.09% | +29.82% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.34% | +0.09% | +19.82% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.14% | +18.70% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.28% | +3.34% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.06% | +43.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOT | Vanguard Mid-cap Growth ETF | +1.4% | +1098.49% | Add |
| 2 | ABBV | Abbvie Inc | +0.6% | +188.42% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +26.30% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.4% | +7.66% | Add |
| 5 | SO | Southern Co/the | +0.3% | +91.64% | Add |
| 6 | ABT | Abbott Laboratories | +0.2% | +168.80% | Add |
| 7 | KO | Coca-cola Co/the | +0.2% | +60.56% | Add |
| 8 | PEP | Pepsico Inc | +0.2% | +70.99% | Add |
| 9 | PM | Philip Morris International | +0.2% | +53.88% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +1.93% | Add |
| 11 | FSLY | Fastly Inc - Class A | +0.2% | +10.08% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +19.82% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | +43.58% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.18% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +29.82% | Add |
| 16 | VGLT | Vanguard Long-term Treasury | +0.1% | +5.47% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +3.34% | Add |
| 18 | PWR | Quanta Services Inc | +0.1% | +8.63% | Add |
| 19 | LTBR | Lightbridge CORP | +0.1% | +120.36% | Add |
| 20 | USHY | Ishares Broad Usd High Yield | +0.1% | +6.33% | Add |
| 21 | VRSN | Verisign Inc | +0.1% | +46.66% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +3.88% | Add |
| 23 | VST | Vistra CORP | +0.1% | +57.53% | Add |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +7.89% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +4.62% | Add |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +14.48% | Add |
| 27 | HWM | Howmet Aerospace Inc | +0.1% | +11.28% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +18.70% | Add |
| 29 | FTNT | Fortinet Inc | +0.1% | +14.02% | Add |
| 30 | PFE | Pfizer Inc | +0.1% | +26.50% | Add |
| 31 | NET | Cloudflare Inc - Class A | +0.1% | +7.49% | Add |
| 32 | FAST | Fastenal Co | +0.1% | +8.77% | Add |
| 33 | MU | Micron Technology Inc | +0.1% | +3.18% | Add |
| 34 | ROST | Ross Stores Inc | +0.1% | +6.54% | Add |
| 35 | LRCX | Lam Research CORP | 0% | +3.25% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | +16.41% | Add |
| 37 | T | At&t Inc | 0% | +8.08% | Add |
| 38 | VCIT | Vanguard Int-term Corporate | 0% | +6.13% | Add |
| 39 | ADI | Analog Devices Inc | 0% | +5.90% | Add |
| 40 | GILD | Gilead Sciences Inc | 0% | +4.78% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | -2.38% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +11.63% | Add |
| 43 | SMBK | Smartfinancial Inc | 0% | — | Unchanged |
| 44 | CEG | Constellation Energy | 0% | +37.64% | Add |
| 45 | TXN | Texas Instruments Inc | 0% | +0.73% | Add |
| 46 | AMGN | Amgen Inc | 0% | +7.34% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | +3.69% | Add |
| 48 | RTX | Rtx CORP | 0% | +2.14% | Add |
| 49 | TJX | Tjx Companies Inc | 0% | +5.51% | Add |
| 50 | PG | Procter & Gamble Co/the | 0% | +4.73% | Add |
According to official SEC Form 13F filings, LeConte Wealth Management, LLC reported a total U.S. public equity portfolio value of $183.5M across 152 disclosed positions in Q1 2026.
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, AGG, VCLT) accounted for 27.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
NLR
市值: $1.7M
Top Position Liquidated / Trimmed
QCOM
前期市值: $285.1K
During Q1 2026, LeConte Wealth Management, LLC's top holdings by market value included RSP (12.0%)、AGG (6.9%)、VCLT (5.8%). The largest single position, RSP, represented 12.0% of total portfolio value.
In Q1 2026, LeConte Wealth Management, LLC made 165 total portfolio adjustments, initiating 29 new buys, adding to 86 positions, trimming 35 holdings, and fully liquidating 15 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.