LeConte Wealth Management, LLC
CIK 2060443 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- RSP20.56%
- DLY9.98%
- DBL9.35%
- DSL8.51%
- IJH6.75%
- SCHY6.67%
- QQQE6.48%
- VCLT4.05%
- VKI3.99%
- CIBR3.93%
Share classes counted separately80.27%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $32.27M | 20.56% | 186.26K shares | Prior unavailable — | — | ↗▾ |
| 02 | DLYDOUBLELINE YIELD OPPORT View history and evidence | $15.66M | 9.98% | 972.94K shares | Prior unavailable — | — | ↗▾ |
| 03 | DBLDOUBLELINE OPPORT CREDIT View history and evidence | $14.67M | 9.35% | 938.34K shares | Prior unavailable — | — | ↗▾ |
| 04 | DSLDOUBLELINE INCOME SOLUTIONS View history and evidence | $13.36M | 8.51% | 1.06M shares | Prior unavailable — | — | ↗▾ |
| 05 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $10.60M | 6.75% | 181.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHYSCHWAB INTERNATIONAL DVD ETFINTERNL DIVID View history and evidence | $10.47M | 6.67% | 412.59K shares | Prior unavailable — | — | ↗▾ |
| 07 | QQQEDIRX NASDAQ-100EQ WI ETF-USDNAS100 EQL WGT View history and evidence | $10.16M | 6.48% | 116.55K shares | Prior unavailable — | — | ↗▾ |
| 08 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $6.35M | 4.05% | 83.64K shares | Prior unavailable — | — | ↗▾ |
| 09 | VKIINVESCO ADV MUNI INC TR IISH BEN INT View history and evidence | $6.27M | 3.99% | 733.66K shares | Prior unavailable — | — | ↗▾ |
| 10 | CIBRFIRST TRUST NASDAQ CYBERSECUNASDAQ CYB ETF View history and evidence | $6.17M | 3.93% | 97.91K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2060443 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 156929382
}Research all 56 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.