LeConte Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Maryville, TN
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$154,703
Net value change ($000)
+1,646 (1.1%)
New positions
29
Sold out positions
15
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOT 2,225 1006.8%
NLR 1,654 NEW
ABBV 992 174.6%
XOM 729 78.1%
AGG 700 7.0%
SO 524 112.2%
DUK 499 NEW
KO 353 74.6%
ABT 351 120.2%
PEP 347 84.8%
Top Reduces (Value $000, Stocks/ETFs)
RSP -3,319 -15.1%
MSFT -1,596 -35.3%
QQQE -1,206 -15.9%
IJH -1,007 -14.2%
VKI -792 -13.5%
SCHY -733 -11.9%
CIBR -462 -13.6%
AVGO -444 -16.3%
VCLT -369 -3.9%
QCOM -285 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type