LeConte Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Maryville, TN
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$183,529
Net value change ($000)
+28,826 (18.6%)
New positions
36
Sold out positions
9
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQE 1,430 22.5%
RSP 1,121 6.0%
PANW 1,046 164.7%
MU 1,039 231.4%
CIBR 1,027 35.1%
NVDA 1,026 19.8%
AAPL 962 21.4%
AGG 931 8.7%
IJH 843 13.9%
SO 819 82.6%
Top Reduces (Value $000, Stocks/ETFs)
META -391 -24.8%
SCHY -358 -6.6%
T -295 -100.0%
XOM -260 -15.6%
PLTR -254 -23.3%
CRM -239 -100.0%
LDOS -237 -100.0%
MDT -226 -100.0%
CACI -222 -100.0%
HON -211 -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