Lee-Kelleher Wealth Management — 13F holdings

Lee-Kelleher Wealth Management reported 48 holdings worth $194M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. IVV ISHARES TR — $39.0M (20.1%)
  2. DLN WISDOMTREE TR — $38.0M (19.6%)
  3. IVW ISHARES TR — $13.9M (7.2%)
  4. SPY SPDR S&P 500 ETF TR — $13.7M (7.1%)
  5. DON WISDOMTREE TR — $12.4M (6.4%)
  6. IJH ISHARES TR — $12.4M (6.4%)
  7. GSLC GOLDMAN SACHS ETF TR — $8.20M (4.2%)
  8. DES WISDOMTREE TR — $6.33M (3.3%)
  9. IJR ISHARES TR — $6.28M (3.2%)
  10. IJK ISHARES TR — $4.47M (2.3%)