Lee Financial
Lee Financial reported 154 stocks worth $801M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (25.9%), IJH (12.2%) and FNDX (8.6%). Compared with Q2 2026, the fund opened new positions in XOM and CRWD, added to IVV, IJH and FNDX, trimmed BRK.B, GLD and QQQ and sold out of XOM, OKE and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $208M | 25.9% | 271K | +2,057 (+1%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $97.9M | 12.2% | 1.4M | +24K (+2%) | 8 of 8 | |
| 3 |  FNDX Schwab Fundamental U.s. Large Company ETF | $69.2M | 8.6% | 2.2M | +21K (+1%) | 8 of 8 | |
| 4 |  IVW Ishares TR | $50.6M | 6.3% | 356K | +822 (+0%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $29.5M | 3.7% | 59K | −6,376 (−10%) | 8 of 8 | |
| 6 |  EMLP First TR Exchange-Traded FD | $28.9M | 3.6% | 704K | +11K (+2%) | 8 of 8 | |
| 7 |  GLD Spdr Gold TR | $28.2M | 3.5% | 74K | −520 (−1%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $21.5M | 2.7% | 65K | No change | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $21.1M | 2.6% | 29K | −181 (−1%) | 8 of 8 | |
| 10 |  IJT Ishares TR | $17.7M | 2.2% | 110K | +105K (+2142%) | 4 of 8 |
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 | $2.3M | 17K |
 OKE Oneok Inc New | $1.9M | 22K |
 IBM Ibm Corp | $454K | 1,613 |
 JCPB J P Morgan Exchange Traded F | $377K | 8,034 |
 VWO Vanguard Intl Equity Index F | $367K | 6,146 |
🔒 Free account: see all 13.
Reported value
last 8 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 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lee Financial 13F FAQ
What does Lee Financial own?
Lee Financial reported 154 stocks worth $801M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (25.9%), IJH (12.2%) and FNDX (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Lee Financial buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 49 added to, 57 trimmed and 13 sold out. New positions include XOM and CRWD. It sold all of XOM, OKE and IBM.
When will Lee Financial 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 Lee Financial's portfolio worth?
The Q3 2026 filing reports $801M 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.