LeConte Wealth Management, LLC
All 13F Filings
- Location
- Maryville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 183,529
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 179 | 183,529 | 13F-HR | LeConte Wealth Management, LLC |
| Q1 2026 | 5/12/2026 | 152 | 154,703 | 13F-HR | LeConte Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 138 | 153,057 | 13F-HR | LeConte Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 127 | 149,745 | 13F-HR | LeConte Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 104 | 147,780 | 13F-HR | LeConte Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.42 K | 55.4% | 22.8 K | 0 | 22.8 K |
| ETFs | 78.33 K | 44.6% | 4.6 K | 0 | 4.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
183,529
Holdings
179
QoQ value change ($000)
28,826
(18.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.