StockDriftsStockDriftsTop 50 Lee Financial CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.91% | 271.0K | $207.5M | +0.76%(+2.06K) | $346.05(+122.51%) | 2026-09-30 | |
| IJH | ISHARES TR | 12.22% | 1.36M | $97.9M | +1.79%(+23.88K) | $39.62(+82.67%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 8.64% | 2.20M | $69.2M | +0.98%(+21.30K) | $18.40(+76.28%) | 2026-09-30 | |
| IVW | ISHARES TR | 6.32% | 355.8K | $50.6M | +0.23%(+822) | $65.95(+112.59%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.68% | 59.2K | $29.5M | -9.73%(-6.38K) | $209.58(+153.95%) | 2026-09-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 3.6% | 704.3K | $28.9M | +1.55%(+10.75K) | $24.23(+76.09%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 3.52% | 73.9K | $28.2M | -0.70%(-520) | $159.25(+138.43%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.68% | 64.5K | $21.5M | -0.05%(-35) | $174.14(+96.93%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.64% | 28.6K | $21.1M | -0.63%(-181) | $319.04(+125.16%) | 2026-09-30 | |
| IJT | ISHARES TR | 2.21% | 110.4K | $17.7M | +2141.77%(+105.48K) | $168.21(-5.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.93% | +64.00% | +10.39% | +63.89% |
| Top 20 Holdings Unweighted | +18.80% | +67.68% | +11.13% | +69.46% |
Lee Financial CO reports $800.87M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.9%), IJH (12.2%) and FNDX (8.6%). The top 20 holdings account for 81.63% of reported assets. Its disclosed equity book has returned +64.00% on a three-year cumulative basis. 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 Lee Financial CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1391166). View Lee Financial CO’s 13F filings on SEC