StockDriftsStockDriftsTop 50 Leconte Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 8.54% | 76.8K | $16.0M | -17.25%(-16.02K) | $174.23(+22.48%) | 2026-09-30 | |
| AGG | ISHARES TR | 6.5% | 128.7K | $12.2M | +9.49%(+11.15K) | $98.80(-3.74%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.1% | 33.6K | $7.7M | +8.09%(+2.51K) | $148.35(+46.34%) | 2026-09-30 | |
| QQQE | DIREXION SHARES ETF TRUST | 3.82% | 59.5K | $7.1M | -6.81%(-4.35K) | $88.48(+33.05%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.66% | 20.5K | $6.8M | +9.12%(+1.72K) | $241.36(+42.09%) | 2026-09-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.16% | 86.2K | $5.9M | -27.82%(-33.24K) | $75.95(-8.79%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.14% | 81.8K | $5.9M | -8.91%(-8.00K) | $60.33(+19.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.63% | 9.6K | $4.9M | +17.40%(+1.42K) | $430.12(+24.04%) | 2026-09-30 | |
| SCHY | SCHWAB STRATEGIC TR | 2.36% | 140.4K | $4.4M | -12.32%(-19.73K) | $24.25(+34.35%) | 2026-09-30 | |
| VKI | INVESCO ADVANTAGE MUN INCOME | 2.06% | 514.4K | $3.8M | -1.14%(-5.95K) | $8.64(-6.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.82% |
Leconte Wealth Management LLC reports $187.13M in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are RSP (8.5%), AGG (6.5%) and NVDA (4.1%). The top 20 holdings account for 55.25% of reported assets. Its disclosed equity book has returned +13.16% cumulatively over 6 quarters. Figures reflect the Q3 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