LeConte Wealth Management, LLC 13F Holdings

CIK 0002060443 · Maryville, TN

As of Sep 30, 2025, LeConte Wealth Management, LLC reported 127 positions worth 49.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—125,107$23.7M15.85%
VANGUARD LONG-TERM CORPORATE BOND INDEX FUNDVCLT—132,437 0.3M6.87%
ISHARES CORE US AGGREGATE BOND ETFAGG—86,496$8.7M5.79%
DIREXION NASDAQ-100(R) EQUAL WEIGHTED INDEX SHARESQQQE—83,818$8.5M5.69%
ISHARES CORE S&P MID-CAP ETFIJH—124,167$8.1M5.41%
SCHWAB STRATEGIC TR——234,285$6.5M4.37%
INVESCO ADVANTAGE MUN INCOME——718,904$6.3M4.21%
NVIDIA CORPNVDATechnology24,656$4.6M3.07%
MICROSOFT CORPMSFTTechnology8,614$4.5M2.98%
VANGUARD LONG-TERM TREASURY INDEX FUNDVGLT—74,061$4.2M2.81%
APPLE INCAAPLTechnology16,015$4.1M2.72%
FIRST TRUST NASDAQ CYBERSECURITY ETFCIBR—53,486$4.1M2.71%
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY—63,969$2.4M1.61%
BROADCOM INCAVGOTechnology6,769$2.2M1.49%
AMAZON.COM INCAMZNEquity9,061$2.0M1.33%
META PLATFORMS INCMETACommunication Services2,191 .6M1.07%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—16,838 .4M0.95%
ALPHABET INCGOOGLEquity5,557 .4M0.90%
TESLA INCTSLAConsumer Cyclical2,966 .3M0.88%
JPMORGAN CHASE & COJPMFinancial Services3,971 .3M0.84%
ISHARES NATIONAL MUNI BOND ETFMUB—11,616 .2M0.83%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—20,064 .2M0.80%
PALANTIR TECHNOLOGIES INCPLTRTechnology6,493 .2M0.79%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,139 .1M0.72%
CISCO SYSTEMS INCCSCOTechnology14,467$989.8K0.66%