LeConte Wealth Management, LLC
All 13F Filings
- Location
- Maryville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 153,057
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 137.2 K | 89.6% | 4.267 K | 0 | 4.267 K |
| ETFs | 13 K | 8.5% | 0 | 1.397 K | -1.397 K |
| Other | 2.858 K | 1.9% | 441 | 0 | 441 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
153,057
Holdings
138
QoQ value change ($000)
3,312
(2.2%)
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.