LeConte Wealth Management, LLC
Filing Date
Global Rank
#6,177
/ 8,622
▲ 234
· as of Mar 2026
Top Industry
Semiconductors
12.2%
3Y Alpha vs SPY
-6.9%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+18.4%
SPY
+26.9%
Annualised alpha
-6.8%
Max drawdown
−10.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
136 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.6%
−1.2 pts
Top 5
25.4%
−5.5 pts
Top 10
36.5%
−6.1 pts
HHI
210
Diversified−59
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $28,487,536 |
| Financial Services | 15.6% | $12,208,709 |
| Consumer Cyclical | 8.8% | $6,944,284 |
| Healthcare | 8.6% | $6,766,274 |
| Industrials | 8.0% | $6,315,360 |
| Communication Services | 6.1% | $4,768,334 |
| Energy | 5.7% | $4,490,656 |
| Consumer Defensive | 5.5% | $4,279,942 |
| Utilities | 4.2% | $3,286,187 |
| Basic Materials | 1.2% | $933,269 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LTBR | LIGHTBRIDGE Corp | +14,711 | 26,933 | $287,105 | |
| SO | Southern Co | +4,908 | 10,264 | $990,681 | |
| ABBV | AbbVie Inc. | +4,686 | 7,173 | $1,560,055 | |
| TLS | Telos Corp | +4,357 | 31,002 | $129,898 | |
| KO | Coca Cola Co | +4,098 | 10,865 | $826,283 | |
| ABT | Abbott Laboratories | +3,933 | 6,263 | $643,022 | |
| INFY | Infosys Ltd | +2,353 | 24,419 | $329,900 | |
| PFE | Pfizer Inc | +2,168 | 10,349 | $290,599 | |
| XOM | ExxonMobil Holdings Corp | +2,040 | 9,796 | $1,661,989 | |
| PEP | Pepsico Inc | +2,021 | 4,868 | $755,951 | |
| NEE | Nextera Energy Inc | +1,714 | 5,647 | $524,493 | |
| PM | Philip Morris International Inc. | +1,486 | 4,244 | $701,702 | |
| CSCO | Cisco Systems, Inc. | +1,254 | 17,150 | $1,330,668 | |
| NVDA | Nvidia Corp | +1,240 | 29,764 | $5,190,841 | |
| FSLY | Fastly, Inc. | +1,118 | 12,205 | $354,677 | |
| FTNT | Fortinet, Inc. | +927 | 7,539 | $616,087 | |
| NFLX | Netflix Inc | +866 | 5,498 | $528,632 | |
| VST | Vistra Corp. | +829 | 2,270 | $341,249 | |
| T | At&T Inc. | +762 | 10,187 | $295,321 | |
| FAST | Fastenal Co | +724 | 8,981 | $416,718 | |
| GOOGL | Alphabet Inc. | +668 | 6,410 | $1,843,259 | |
| AAPL | Apple Inc. | +611 | 17,672 | $4,484,976 | |
| VRSN | Verisign Inc/Ca | +461 | 1,449 | $359,873 | |
| MRK | Merck & Co., Inc. | +447 | 3,534 | $425,104 | |
| CRM | Salesforce, Inc. | +445 | 1,279 | $238,750 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VKI | Invesco Advantage Municipal Income Trust II | −57,459 | 584,255 | $5,059,648 | |
| BB | BLACKBERRY Ltd | −3,029 | 14,734 | $47,738 | |
| MSFT | Microsoft Corp | −1,443 | 7,915 | $2,929,895 | |
| PANW | Palo Alto Networks Inc | −892 | 3,962 | $635,187 | |
| HOOD | Robinhood Markets, Inc. | −731 | 4,597 | $318,572 | |
| AVGO | Broadcom Inc. | −505 | 7,342 | $2,272,422 | |
| ORCL | Oracle Corp | −423 | 2,441 | $359,095 | |
| MO | Altria Group, Inc. | −354 | 3,962 | $261,452 | |
| LDOS | Leidos Holdings, Inc. | −229 | 1,526 | $237,323 | |
| ACN | Accenture plc | −228 | 2,050 | $406,494 | |
| BAC | Bank Of America Corp /De/ | −207 | 8,945 | $436,068 | |
| MDT | Medtronic plc | −149 | 2,606 | $225,809 | |
| V | Visa Inc. | −130 | 1,594 | $481,770 | |
| DASH | DoorDash, Inc. | −128 | 1,489 | $223,573 | |
| UNH | Unitedhealth Group Inc | −127 | 1,280 | $346,355 | |
| VZ | Verizon Communications Inc | −126 | 5,161 | $259,082 | |
| MA | Mastercard Inc | −117 | 643 | $321,281 | |
| WFC | Wells Fargo & Company/Mn | −94 | 4,377 | $348,452 | |
| JPM | Jpmorgan Chase & Co | −88 | 4,310 | $1,267,829 | |
| DDOG | Datadog, Inc. | −87 | 3,508 | $414,119 | |
| HD | Home Depot, Inc. | −79 | 1,459 | $479,850 | |
| VMC | Vulcan Materials CO | −65 | 1,729 | $470,806 | |
| EMR | Emerson Electric Co | −17 | 2,319 | $303,835 | |
| DIS | Walt Disney Co | −12 | 2,764 | $266,394 | |
| BKNG | Booking Holdings Inc. | −9 | 50 | $210,516 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DUK | Duke Energy CORP | 3,809 | $498,750 | |
| BWXT | BWX Technologies, Inc. | 1,685 | $344,565 | |
| MSI | Motorola Solutions, Inc. | 744 | $322,873 | |
| LNG | Cheniere Energy, Inc. | 1,115 | $316,392 | |
| FFIV | F5, Inc. | 947 | $273,995 | |
| LEU | Centrus Energy Corp | 1,559 | $270,626 | |
| GEV | GE Vernova Inc. | 306 | $267,107 | |
| YUM | Yum Brands Inc | 1,703 | $264,782 | |
| OKLO | Oklo Inc. | 4,895 | $242,743 | |
| LIN | Linde PLC | 485 | $240,443 | |
| MRVL | Marvell Technology, Inc. | 2,368 | $234,550 | |
| CCJ | Cameco Corp | 2,138 | $232,208 | |
| AKAM | Akamai Technologies Inc | 2,001 | $229,814 | |
| MPWR | Monolithic Power Systems, Inc. | 204 | $223,043 | |
| HON | Honeywell International Inc | 933 | $210,886 | |
| INTC | Intel Corp | 4,711 | $207,896 | |
| UNP | Union Pacific Corp | 847 | $205,499 | |
| KLAC | Kla Corp | 139 | $204,664 | |
| COP | Conocophillips | 1,545 | $203,940 | |
| SBUX | Starbucks Corp | 2,258 | $202,294 | |
| SMR | NUSCALE POWER Corp | 18,637 | $202,025 | |
| PSX | Phillips 66 | 1,099 | $200,215 | |
| UUUU | Energy Fuels Inc | 10,445 | $190,621 | |
| NXE | NexGen Energy Ltd. | 14,521 | $168,443 | |
| DNN | Denison Mines Corp. | 41,173 | $145,340 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | 1,667 | $285,140 | |
| COIN | Coinbase Global, Inc. | 1,217 | $275,212 | |
| SPGI | S&P Global Inc. | 511 | $267,043 | |
| UBER | Uber Technologies, Inc | 3,267 | $266,946 | |
| CHKP | Check Point Software Technologies Ltd | 1,374 | $254,959 | |
| INTU | Intuit Inc. | 375 | $248,407 | |
| RBLX | Roblox Corp | 3,041 | $246,412 | |
| TDG | TransDigm Group INC | 181 | $240,702 | |
| ZS | Zscaler, Inc. | 1,048 | $235,716 | |
| COF | Capital One Financial Corp | 948 | $229,757 | |
| APP | AppLovin Corp | 338 | $227,751 | |
| MMM | 3M Co | 1,417 | $226,861 | |
| SNOW | Snowflake Inc. | 932 | $204,443 | |
| ALLT | Allot Ltd. | 12,357 | $121,469 | |
| No positions match the current search. | ||||
136 tracked positions ·
$78,480,551 total
· filing declares
152 positions · $154,702,896
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 136 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 29,764 | $5,190,841 | 6.61% | |
| VKI |
Invesco Advantage Municipal Income Trust II
Financial Services
|
Reduced | 584,255 | $5,059,648 | 6.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 17,672 | $4,484,976 | 5.71% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,915 | $2,929,895 | 3.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 7,342 | $2,272,422 | 2.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,096 | $2,102,693 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 6,410 | $1,843,259 | 2.35% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 9,796 | $1,661,989 | 2.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,754 | $1,575,646 | 2.01% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,173 | $1,560,055 | 1.99% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 17,150 | $1,330,668 | 1.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,501 | $1,301,496 | 1.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,310 | $1,267,829 | 1.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,866 | $1,189,445 | 1.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,303 | $1,103,597 | 1.41% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 7,445 | $1,089,054 | 1.39% | |
| SO |
Southern Co
Utilities
|
Added | 10,264 | $990,681 | 1.26% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,233 | $875,807 | 1.12% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 4,078 | $841,454 | 1.07% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 10,865 | $826,283 | 1.05% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Held | 20,322 | $794,183 | 1.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 834 | $767,088 | 0.98% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 4,868 | $755,951 | 0.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,661 | $703,549 | 0.90% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,244 | $701,702 | 0.89% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,263 | $643,022 | 0.82% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,640 | $640,272 | 0.82% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,962 | $635,187 | 0.81% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 7,539 | $616,087 | 0.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 592 | $589,886 | 0.75% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 2,128 | $533,234 | 0.68% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,498 | $528,632 | 0.67% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,546 | $528,407 | 0.67% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 5,647 | $524,493 | 0.67% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 723 | $512,216 | 0.65% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 3,809 | $498,750 | 0.64% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 581 | $491,520 | 0.63% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,594 | $481,770 | 0.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,459 | $479,850 | 0.61% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 2,052 | $472,903 | 0.60% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 1,729 | $470,806 | 0.60% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 843 | $462,823 | 0.59% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,464 | $454,996 | 0.58% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 3,577 | $451,953 | 0.58% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,330 | $449,327 | 0.57% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 1,609 | $449,313 | 0.57% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,295 | $442,705 | 0.56% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,054 | $441,119 | 0.56% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 8,945 | $436,068 | 0.56% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,534 | $425,104 | 0.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.