LeConte Wealth Management
LeConte Wealth Management reported 197 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are RSP (8.5%), AGG (6.5%) and NVDA (4.1%). Compared with Q2 2026, the fund opened new positions in XOM, BE and SNOW, added to AGG, NVDA and AAPL, trimmed RSP, QQQE and VCLT and sold out of XOM, YUM and AKAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSP Invesco Exchange Traded FD T | $16M | 8.5% | 77K | −16K (−17%) | 7 of 7 | |
| 2 |  AGG Ishares TR | $12.2M | 6.5% | 129K | +11K (+9%) | 7 of 7 | |
| 3 |  NVDA Nvidia Corporation | $7.7M | 4.1% | 34K | +2,513 (+8%) | 7 of 7 | |
| 4 |  QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $7.1M | 3.8% | 59K | −4,347 (−7%) | 7 of 7 | |
| 5 |  AAPL Apple Inc | $6.8M | 3.7% | 21K | +1,716 (+9%) | 7 of 7 | |
| 6 |  VCLT Vanguard Scottsdale Fds | $5.9M | 3.2% | 86K | −33K (−28%) | 7 of 7 | |
| 7 |  IJH Ishares TR | $5.9M | 3.1% | 82K | −8,002 (−9%) | 7 of 7 | |
| 8 |  MSFT Microsoft Corp | $4.9M | 2.6% | 9,588 | +1,421 (+17%) | 7 of 7 | |
| 9 |  SCHY Schwab International | $4.4M | 2.4% | 140K | −20K (−12%) | 7 of 7 | |
| 10 |  VKI Invesco Advantage Muni Income Trust II | $3.8M | 2.1% | 514K | −5,954 (−1%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.4M | 10K |
 YUM Yum Brands Inc | $275K | 1,718 |
 AKAM Akamai Technologies Inc | $233K | 1,973 |
 ALNY Alnylam Pharmaceuticals Inc | $228K | 759 |
 VUG Vanguard Index Fds | $228K | 2,652 |
🔒 Free account: see all 16.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LeConte Wealth Management 13F FAQ
What does LeConte Wealth Management own?
LeConte Wealth Management reported 197 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are RSP (8.5%), AGG (6.5%) and NVDA (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did LeConte Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 34 new positions, 114 added to, 47 trimmed and 16 sold out. New positions include XOM, BE and SNOW. It sold all of XOM, YUM and AKAM.
When will LeConte Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LeConte Wealth Management's portfolio worth?
The Q3 2026 filing reports $187M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.