LeConte Wealth Management, LLC - Portfolio overview

LeConte Wealth Management, LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 11.74%
2. AGG - ISHARES TR, 6.74%
3. VCLT - VANGUARD SCOTTSDALE FDS, 5.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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