Lee, Kelleher & Klein Wealth Management
All 13F Filings
- Location
- Ellicott City, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 191,223
- Description
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- Website
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- Founded
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- 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 | 7/10/2026 | 49 | 191,223 | 13F-HR | Lee, Kelleher & Klein Wealth Management |
| Q1 2026 | 4/14/2026 | 41 | 168,071 | 13F-HR | Lee-Kelleher Wealth Management |
| Q4 2025 | 1/14/2026 | 43 | 167,602 | 13F-HR | Lee-Kelleher Wealth Management |
| Q3 2025 | 10/23/2025 | 40 | 162,358 | 13F-HR | Lee-Kelleher Wealth Management |
| Q2 2025 | 7/14/2025 | 39 | 150,505 | 13F-HR | Lee-Kelleher Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.55 K | 30.6% | 5.007 K | 0 | 5.007 K |
| ETFs | 132.7 K | 69.4% | 18.14 K | 0 | 18.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
191,223
Holdings
49
QoQ value change ($000)
23,152
(13.8%)
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.