LeConte Wealth Management, LLC holds a focused book of 179 stocks worth $183.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as LeConte Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $618.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $400.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $173.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $165.4B |
| UBS Group AG | 80 / 80 | $163.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $98.4B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $89.6B |
| STIFEL FINANCIAL CORP | 80 / 80 | $37.2B |
Ranked by the share of each fund's own book sitting in the names it shares with LeConte Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $19.8M | 92.8K | 10.8% | ▼−4.4% Reduced · −4K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $11.6M | 117.5K | 6.3% | ▲+9.0% Added · +10K sh | |
| 3 | Vanguard Scottsdale FDS LG-TERM COR BD | $9.0M | 119.5K | 4.9% | ▼−1.1% Reduced · −1K sh | |
| 4 | Direxion Shares ETF Trust NASDAQ 100 EQ WT | $7.8M | 63.8K | 4.2% | ▼−1.1% Reduced · −696 sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $6.9M | 89.8K | 3.8% | ▼−0.3% Reduced · −244 sh | |
| 6 | Nvidia Corporation COM | $6.2M | 31.1K | 3.4% | ▲+4.4% Added · +1K sh | |
| 7 | Apple Inc COM | $5.4M | 18.8K | 3.0% | ▲+6.5% Added · +1K sh | |
| 8 | Schwab Strategic TR INTERNL DIVID | $5.1M | 160.2K | 2.8% | ▼−6.8% Reduced · −12K sh | |
| 9 | Invesco Advantage Mun Income SH BEN INT | $4.9M | 520.3K | 2.7% | ▼−11% Reduced · −64K sh | |
| 10 | Vanguard Scottsdale FDS LONG TERM TREAS | $4.1M | 74.1K | 2.2% | ▲+0.9% Added · +701 sh | |
| 11 | First TR Exchange-Traded FD NASDAQ CYB ETF | $4.0M | 44.0K | 2.2% | ▼−5.8% Reduced · −3K sh | |
| 12 | Ishares TR BROAD USD HIGH | $3.3M | 87.8K | 1.8% | ▲+8.0% Added · +7K sh | |
| 13 | Vanguard Index FDS MCAP GR IDXVIP | $3.1M | 10.3K | 1.7% | ▲+8.2% Added · +778 sh | |
| 14 | Microsoft Corp COM | $3.0M | 8.2K | 1.7% | ▲+3.2% Added · +252 sh | |
| 15 | Broadcom Inc COM | $2.9M | 7.7K | 1.6% | ▲+5.0% Added · +367 sh | |
| 16 | Amazon Com Inc COM | $2.5M | 10.3K | 1.3% | ▲+2.1% Added · +211 sh | |
| 17 | Alphabet Inc CAP STK CL A | $2.5M | 6.9K | 1.3% | ▲+7.1% Added · +453 sh | |
| 18 | Cisco Sys Inc COM | $2.0M | 17.2K | 1.1% | ▲+0.3% Added · +45 sh | |
| 19 | Southern Co COM | $1.8M | 18.9K | 1.0% | ▲+84% Added · +9K sh | |
| 20 | Abbvie Inc COM | $1.8M | 7.1K | 1.0% | ▼−1.2% Reduced · −88 sh | |
| 21 | Palo Alto Networks Inc COM | $1.7M | 4.9K | 0.9% | ▲+24% Added · +966 sh | |
| 22 | Ishares TR NATIONAL MUN ETF | $1.6M | 15.0K | 0.9% | ▲+6.6% Added · +926 sh | |
| 23 | Alphabet Inc CAP STK CL C | $1.6M | 4.5K | 0.9% | ▲+9.3% Added · +387 sh | |
| 24 | Vaneck ETF Trust URANI NUCLE ETF | $1.5M | 13.3K | 0.8% | ▲+7.4% Added · +924 sh | |
| 25 | Tesla Inc COM | $1.5M | 3.7K | 0.8% | ▲+4.3% Added · +151 sh | |
| 26 | JPMorgan Chase & Co COM | $1.5M | 4.6K | 0.8% | ▲+6.7% Added · +290 sh | |
| 27 | Micron Technology Inc COM | $1.5M | 1.3K | 0.8% | ▼−3.1% Reduced · −41 sh | |
| 28 | Exxon Mobil Corp COM | $1.4M | 10.3K | 0.8% | ▲+4.7% Added · +456 sh | |
| 29 | Crowdstrike Hldgs Inc CL A | $1.3M | 1.7K | 0.7% | ▲+3.7% Added · +61 sh | |
| 30 | Johnson & Johnson COM | $1.3M | 5.1K | 0.7% | ▲+4.3% Added · +207 sh | |
| 31 | Vanguard Scottsdale FDS INT-TERM CORP | $1.3M | 15.2K | 0.7% | ▼−3.1% Reduced · −488 sh | |
| 32 | Eli Lilly & Co COM | $1.3M | 1.0K | 0.7% | ▲+25% Added · +210 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.5K | 0.7% | ▲+7.9% Added · +183 sh | |
| 34 | Fortinet Inc COM | $1.2M | 7.8K | 0.7% | ▲+3.6% Added · +272 sh | |
| 35 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.6% | ▼−24% Reduced · −650 sh | |
| 36 | Applied Matls Inc COM | $1.1M | 1.6K | 0.6% | ▲+1.2% Added · +18 sh | |
| 37 | Cloudflare Inc CL A COM | $1.1M | 4.5K | 0.6% | ▲+9.7% Added · +394 sh | |
| 38 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.0M | 17.5K | 0.6% | ▼−0.4% Reduced · −69 sh | |
| 39 | Advanced Micro Devices Inc COM | $1.0M | 1.7K | 0.5% | ▼−0.9% Reduced · −16 sh | |
| 40 | Datadog Inc CL A COM | $977K | 3.8K | 0.5% | ▲+7.0% Added · +245 sh | |
| 41 | Coca Cola Co COM | $965K | 11.9K | 0.5% | ▲+9.2% Added · +1K sh | |
| 42 | Smartfinancial Inc COM NEW | $954K | 20.3K | 0.5% | ▲+0.1% Added · +19 sh | |
| 43 | Ishares TR SHRT NAT MUN ETF | $897K | 8.4K | 0.5% | ▲+3.1% Added · +252 sh | |
| 44 | Caterpillar Inc COM | $860K | 808 | 0.5% | ▲+12% Added · +85 sh | |
| 45 | Palantir Technologies Inc CL A | $835K | 7.2K | 0.5% | ▼−3.8% Reduced · −285 sh | |
| 46 | Philip Morris Intl Inc COM | $833K | 4.6K | 0.5% | ▲+8.6% Added · +363 sh | |
| 47 | Vertiv Holdings Co COM CL A | $783K | 2.3K | 0.4% | ▲+10.0% Added · +212 sh | |
| 48 | Marvell Technology Inc COM | $760K | 2.6K | 0.4% | ▲+7.8% Added · +184 sh | |
| 49 | Lam Research Corp COM NEW | $696K | 1.6K | 0.4% | ▲+3.2% Added · +50 sh | |
| 50 | Amphenol Corp CL A | $695K | 3.9K | 0.4% | ▲+10% Added · +366 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2060443/holdings"
Use Arkolith to show LeConte Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.