Lee Financial Co - Portfolio overview

Lee Financial Co has 195 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.84%
2. IJH - ISHARES TR, 13.87%
3. FNDX - SCHWAB STRATEGIC TR, 8.92%

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

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