13FBOX
LeConte Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

LeConte Wealth Management, LLC

No.7433 Data as of 2026Q2
Latest AUM (Q2 2026)
$183.5M
QoQ Change Q1 2026
+$28.8M+18.6%
Holdings
179
New Buys
36
Adds
94
Reduces
49
Exits
9
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IINVESCO EXCHANGE TRADED FD TRSP
10.76%12.04%$19.8M92,833$18.6M97,078-4,245-4.37%Reduce
IISHARES TRAGG
6.34%6.92%$11.6M117,507$10.7M107,788+9,719+9.02%Add
VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT
4.9%5.84%$9.0M119,483$9.0M120,811-1,328-1.10%Reduce
DDIREXION SHARES ETF TRUSTQQQE
4.24%4.11%$7.8M63,813$6.4M64,509-696-1.08%Reduce
IISHARES COREIJH
3.77%3.93%$6.9M89,769$6.1M90,013-244-0.27%Reduce
NVIDIA CORPORATIONNVDA
3.39%3.36%$6.2M31,073$5.2M29,764+1,309+4.40%Add
APPLE INCAAPL
2.97%2.9%$5.4M18,823$4.5M17,672+1,151+6.51%Add
SSCHWAB INTERNATIONAL DIVIDEND EQUITY ETFSCHY
2.77%3.52%$5.1M160,178$5.4M171,835-11,657-6.78%Reduce
INVESCO ADVANTAGE MUN INCOME T SH BEN INTVKI
2.69%3.27%$4.9M520,321$5.1M584,255-63,934-10.94%Reduce
VVANGUARD SCOTTSDALE FDSVGLT
2.23%2.63%$4.1M74,102$4.1M73,401+701+0.96%Add
FFIRST TRUSTCIBR
2.16%1.89%$4.0M44,045$2.9M46,752-2,707-5.79%Reduce
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.77%1.94%$3.3M87,800$3.0M81,270+6,530+8.03%Add
VVANGUARD INDEX FDSVOT
1.72%1.58%$3.1M10,282$2.4M9,504+778+8.19%Add
MICROSOFT CORPMSFT
1.66%1.89%$3.0M8,167$2.9M7,915+252+3.18%Add
BROADCOM INCAVGO
1.59%1.47%$2.9M7,709$2.3M7,342+367+5.00%Add
AMAZON COM INCAMZN
1.34%1.36%$2.5M10,307$2.1M10,096+211+2.09%Add
ALPHABET INCGOOGL
1.34%1.19%$2.5M6,863$1.8M6,410+453+7.07%Add
CISCO SYS INCCSCO
1.1%0.86%$2.0M17,195$1.3M17,150+45+0.26%Add
SOUTHERN COSO
0.99%0.64%$1.8M18,914$990,68110,264+8,650+84.28%Add
ABBVIE INCABBV
0.97%1.01%$1.8M7,085$1.6M7,173-88-1.23%Reduce
PALO ALTOPANW
0.92%0.41%$1.7M4,928$635,1883,962+966+24.38%Add
IISHARES TRGVI
0.88%0.97%$1.6M15,005$1.5M14,079+926+6.58%Add
AAlphabet Inc Class CGOOG
0.88%0.77%$1.6M4,548$1.2M4,161+387+9.30%Add
VANECK URANIUM AND NUCLEAR ETFNLR
0.84%1.07%$1.5M13,342$1.7M12,418+924+7.44%Add
TESLA INCTSLA
0.84%0.84%$1.5M3,652$1.3M3,501+151+4.31%Add
JPMORGAN CHASE & COJPM
0.82%0.82%$1.5M4,600$1.3M4,310+290+6.73%Add
MICRON TECHNOLOGY INCMU
0.81%0.29%$1.5M1,289$449,3271,330-41-3.08%Reduce
EXXON MOBIL CORPXOM
0.76%1.07%$1.4M10,252$1.7M9,796+456+4.65%Add
CROWDSTRIKE HLDGS INCCRWD
0.71%0.41%$1.3M1,701$640,2721,640+61+3.72%Add
JOHNSON & JOHNSONJNJ
0.7%0.77%$1.3M5,073$1.2M4,866+207+4.25%Add
VVANGUARD SCOTTSDALE FDSVCIT
0.68%0.84%$1.3M15,203$1.3M15,691-488-3.11%Reduce
ELI LILLY & COLLY
0.68%0.5%$1.3M1,044$767,088834+210+25.18%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.68%0.71%$1.2M2,486$1.1M2,303+183+7.95%Add
FORTINET INCFTNT
0.65%0.4%$1.2M7,811$616,0877,539+272+3.61%Add
META PLATFORMS INCMETA
0.65%1.02%$1.2M2,104$1.6M2,754-650-23.60%Reduce
APPLIED MATLS INCAMAT
0.62%0.34%$1.1M1,564$528,2831,546+18+1.16%Add
CLOUDFLARE INCNET
0.6%0.54%$1.1M4,472$841,4554,078+394+9.66%Add
VVANGUARD SCOTTSDALE FDSVGIT
0.56%0.67%$1.0M17,456$1.0M17,525-69-0.39%Reduce
ADVANCED MICRO DEVICES INCAMD
0.55%0.23%$1.0M1,731$355,3921,747-16-0.92%Reduce
DATADOG INCDDOG
0.53%0.27%$977,1313,753$414,1193,508+245+6.98%Add
COCA COLA COKO
0.53%0.53%$964,51211,868$826,28310,865+1,003+9.23%Add
SMARTFINANCIAL INC COM NEWSMBK
0.52%0.51%$954,40020,341$794,18420,322+19+0.09%Add
IISHARES TRGVI
0.49%0.56%$897,0108,425$870,4258,173+252+3.08%Add
CATERPILLAR INCCAT
0.47%0.33%$859,914808$512,512723+85+11.76%Add
PALANTIR TECHNOLOGIES INCPLTR
0.46%0.7%$835,3577,160$1.1M7,445-285-3.83%Reduce
PHILIP MORRIS INTL INCPM
0.45%0.45%$833,4524,607$701,7034,244+363+8.55%Add
VERTIV HOLDINGS COVRT
0.43%0.34%$783,4792,340$533,2342,128+212+9.96%Add
MARVELL TECHNOLOGY INCMRVL
0.41%0.15%$760,2152,552$234,5502,368+184+7.77%Add
LAM RESEARCH CORPLRCX
0.38%0.21%$695,9281,606$332,4551,556+50+3.21%Add
AMPHENOL CORPAPH
0.38%0.29%$695,2303,943$451,9543,577+366+10.23%Add

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