StockDriftsStockDriftsTop 50 LeConte Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 10.76% | 92.8K | $19.8M | -4.37%(-4.25K) | $174.23(+26.73%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.34% | 117.5K | $11.6M | +9.02%(+9.72K) | $99.00(-1.59%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 4.9% | 119.5K | $9.0M | -1.10%(-1.33K) | $75.95(-5.29%) | 2026-06-30 | |
| QQQE | DIREXION SHARES ETF TRUST | 4.24% | 63.8K | $7.8M | -1.08%(-696) | $88.48(+38.08%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.77% | 89.8K | $6.9M | -0.27%(-244) | $60.33(+29.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.39% | 31.1K | $6.2M | +4.40%(+1.31K) | $143.02(+54.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.97% | 18.8K | $5.4M | +6.51%(+1.15K) | $234.99(+30.50%) | 2026-06-30 | |
| SCHY | SCHWAB STRATEGIC TR | 2.77% | 160.2K | $5.1M | -6.78%(-11.66K) | $24.25(+38.14%) | 2026-06-30 | |
| VKI | INVESCO ADVANTAGE MUN INCOME | 2.69% | 520.3K | $4.9M | -10.94%(-63.93K) | $8.64(+4.13%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2.23% | 74.1K | $4.1M | +0.96%(+701) | $56.43(-6.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.16% |
LeConte Wealth Management, LLC reports $183.53M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are RSP (10.8%), AGG (6.3%) and VCLT (4.9%). The top 20 holdings account for 58.7% of reported assets. Its disclosed equity book has returned +14.41% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LeConte Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2060443). View LeConte Wealth Management, LLC’s 13F filings on SEC