Lee-Kelleher Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Lee-Kelleher Wealth Management held in its portfolio 42 assets valued at $167,601,767 (i.e. $167.60M).
The most valuable assets in the portfolio included: ISHARES TR ($32.90M), WISDOMTREE TR ($32.76M), and SPDR S&P 500 ETF TR ($12.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lee-Kelleher Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 48034 | 32900408 | CORE S&P500 ETF |
| WISDOMTREE TR | 371903 | 32757252 | US LARGECAP DIVD |
| SPDR S&P 500 ETF TR | 18377 | 12531644 | TR UNIT |
| WISDOMTREE TR | 213817 | 11032972 | US MIDCAP DIVID |
| ISHARES TR | 86836 | 10703405 | S&P 500 GRWT ETF |
| ISHARES TR | 159187 | 10506342 | CORE S&P MCP ETF |
| GOLDMAN SACHS ETF TR | 62154 | 8227325 | ACTIVEBETA US LG |
| WISDOMTREE TR | 153825 | 5145450 | US SMALLCAP DIVD |
| ISHARES TR | 38911 | 4676324 | CORE S&P SCP ETF |
| ISHARES TR | 38748 | 3753906 | S&P MC 400GR ETF |
| J P MORGAN EXCHANGE TRADED F | 72029 | 3643947 | ULTRA SHRT ETF |
| VANGUARD INDEX FDS | 5459 | 3423503 | S&P 500 ETF SHS |
| ISHARES TR | 7076 | 3349071 | RUS 1000 GRW ETF |
| ISHARES TR | 27899 | 2685837 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 7766 | 2603707 | TOTAL STK MKT |
| ISHARES TR | 16502 | 2329422 | S&P SML 600 GWT |
| SPDR SERIES TRUST | 38528 | 2207652 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 23843 | 2200709 | VNG RUS1000VAL |
| ISHARES TR | 18359 | 1642396 | CORE MSCI EAFE |
| ISHARES TR | 14150 | 1609138 | SP SMCP600VL ETF |
| GOLDMAN SACHS ETF TR | 30466 | 1308210 | ACTIVEBETA INT |
| VANGUARD INDEX FDS | 3852 | 1117927 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 7824 | 952572 | VNG RUS1000GRW |
| ISHARES TR | 6885 | 942832 | RUS MD CP GR ETF |
| ISHARES TR | 3647 | 773419 | S&P 500 VAL ETF |
| ISHARES TR | 2081 | 437718 | RUS 1000 VAL ETF |
| APPLE INC | 1556 | 423014 | COM |
| ISHARES TR | 997 | 372320 | RUS 1000 ETF |
| VANGUARD TAX-MANAGED FDS | 5740 | 358578 | VAN FTSE DEV MKT |
| CHEVRON CORP NEW | 2005 | 305582 | COM |
| ISHARES TR | 2135 | 301142 | RUS MDCP VAL ETF |
| ISHARES TR | 2112 | 277918 | S&P MC 400VL ETF |
| CSX CORP | 7200 | 261000 | COM |
| ISHARES SILVER TR | 3995 | 257358 | ISHARES |
| MICROSOFT CORP | 516 | 249548 | COM |
| INCYTE CORP | 2324 | 229541 | COM |
| VANGUARD INDEX FDS | 795 | 221916 | MCAP GR IDXVIP |
| VANGUARD ADMIRAL FDS INC | 1983 | 220034 | SMLLCP 600 IDX |
| VANGUARD INDEX FDS | 437 | 213195 | GROWTH ETF |
| ISHARES GOLD TR | 2571 | 208688 | ISHARES NEW |
| AMAZON COM INC | 884 | 204045 | COM |
| BRAND ENGAGEMENT NETWORK INC | 15000 | 34800 | COM |
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