Lee-Kelleher Wealth Management - Portfolio overview

Lee-Kelleher Wealth Management has 43 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. DLN - WISDOMTREE TR, 20.36%
2. IVV - ISHARES TR, 18.89%
3. SPY - STATE STR SPDR S&P 500 ETF T, 7.05%

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

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