LeConte Wealth Management, LLC

Registered adviser

CIK

2060443

Location

Maryville, TN

Portfolio Value

Small $161,587,305

Diversification

Diversified

Filing Date

Global Rank

#6,773 / 8,818 ▲ 106 · as of Jun 2026

Top Industry

Software - Infrastructure 14.9%

Period ended 28 days ago

Filed Oct 20, 2026 · 8d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 168539

Roster of Oct 1, 2026

Regulatory AUM

$346,849,014

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$346,849,014	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$309,791,400	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$261,966,535	Individuals and high net worth (97%)
May 2023 to Feb 2024	$208,517,291	Individuals and high net worth (98%)
Mar 2023 to Apr 2023	$208,517,291	Individuals and high net worth (98%)
Mar 2022 to Feb 2023	$226,837,483	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.7%, 23.9 effective positions, active share 54.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

37.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 54.1%; sector active share 32.0% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

197 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.8%

+1.5 pts

Top 5

31.2%

−5.4 pts

Top 10

44.1%

−6.6 pts

HHI

355

Diversified−64

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$53,086,702	61
Unclassified	27.1%	$43,846,753	15
Financial Services	8.8%	$14,284,430	22
Industrials	6.2%	$9,986,250	28
Healthcare	5.4%	$8,752,042	14
Consumer Cyclical	5.2%	$8,475,151	13
Communication Services	4.6%	$7,421,504	7
Energy	3.1%	$5,012,858	13
Utilities	2.8%	$4,598,835	10
Consumer Defensive	2.7%	$4,393,185	7
Basic Materials	0.7%	$1,173,837	4
Real Estate	0.3%	$555,758	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	+11,153	128,660	$12,163,516
SMR	NUSCALE POWER Corp	+10,703	31,288	$247,175
USHY	iShares Broad USD High Yield Corporate Bond ETF	+10,589	98,389	$3,514,455
LTBR	LIGHTBRIDGE Corp	+7,499	32,080	$201,783
INFY	Infosys Ltd	+6,351	23,552	$253,419
UUUU	Energy Fuels Inc	+6,290	18,767	$207,000
UEC	Uranium Energy Corp	+6,175	18,006	$170,156
CRWD	CrowdStrike Holdings, Inc.	+5,731	7,432	$1,967,622
DNN	Denison Mines Corp.	+5,566	56,127	$145,368
NXE	NexGen Energy Ltd.	+5,256	20,529	$187,224
AMZN	Amazon Com Inc	+4,727	15,034	$3,745,721
BB	BLACKBERRY Ltd	+4,287	22,676	$204,991
APH	Amphenol Corp	+3,412	7,355	$620,026
ALLT	Allot Ltd.	+2,809	13,531	$114,201
NVDA	Nvidia Corp	+2,513	33,586	$7,670,370
AAPL	Apple Inc.	+1,716	20,539	$6,839,897
OKLO	Oklo Inc.	+1,701	7,298	$270,171
VZ	Verizon Communications Inc	+1,584	7,104	$325,860
GOOGL	Alphabet Inc.	+1,434	8,297	$2,854,831
MSFT	Microsoft Corp	+1,421	9,588	$4,917,685
BMY	Bristol Myers Squibb Co	+1,316	5,080	$316,992
CCJ	Cameco Corp	+1,199	3,259	$282,457
AVGO	Broadcom Inc.	+1,076	8,785	$3,085,204
INTC	Intel Corp	+936	4,803	$577,464
ACN	Accenture plc	+904	2,648	$485,563
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−33,243	86,240	$0
SCHY	Schwab International Dividend Equity ETF	−19,735	140,443	$4,409,910
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−17,777	56,325	$2,824,135
EU	enCore Energy Corp.	−16,597	31,346	$33,853
RSP	Victory Portfolios II	−16,018	76,815	$0
—		−8,599	35,446	$0
IJH	iShares Core S&P Mid-Cap ETF	−8,002	81,767	$5,883,135
VKI	Invesco Advantage Municipal Income Trust II	−5,954	514,367	$3,847,465
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−5,124	12,332	$698,731
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−4,824	10,379	$812,779
QQQE	Direxion NASDAQ-100 Equal Weighted Index Shares	−4,347	59,466	$7,142,461
PLTR	Palantir Technologies Inc.	−1,319	5,841	$1,092,559
SO	Southern Co	−1,112	17,802	$1,475,607
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−975	9,307	$2,718,574
MO	Altria Group, Inc.	−493	3,549	$238,989
HOOD	Robinhood Markets, Inc.	−370	4,677	$526,162
MUB	iShares National Muni Bond ETF	−365	14,640	$1,480,104
SUB	iShares Short-Term National Muni Bond ETF	−364	8,061	$842,696
XOM	ExxonMobil Holdings Corp	−322	9,930	$1,616,107
NTCT	Netscout Systems Inc	−307	5,085	$204,315
PEP	Pepsico Inc	−301	4,797	$607,875
BWXT	BWX Technologies, Inc.	−260	1,569	$214,953
ATEN	A10 Networks, Inc.	−245	7,512	$203,650
TJX	Tjx Companies Inc	−244	1,572	$207,991
NLR	VanEck Uranium and Nuclear ETF	−233	13,109	$1,356,257
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	1,519	$420,732
SNOW	Snowflake Inc.	1,055	$358,235
OKTA	Okta, Inc.	1,622	$339,176
LITE	Lumentum Holdings Inc.	345	$335,084
FIX	Comfort Systems USA Inc	167	$276,233
INTU	Intuit Inc.	995	$274,331
ZS	Zscaler, Inc.	1,366	$272,407
GRMN	Garmin Ltd	914	$262,171
CHKP	Check Point Software Technologies Ltd	2,011	$258,111
ALAB	Astera Labs, Inc.	720	$256,298
T	At&T Inc.	10,488	$255,907
RKLB	Rocket Lab Corp	3,527	$245,761
EFOR	Everforth Inc	6,922	$227,733
CACI	Caci International Inc	371	$225,979
SPGI	S&P Global Inc.	570	$224,847
ROK	Rockwell Automation, Inc	509	$221,582
COIN	Coinbase Global, Inc.	1,180	$219,963
QLYS	Qualys, Inc.	1,138	$213,033
VEEV	Veeva Systems Inc	741	$211,518
FCX	Freeport-Mcmoran Inc	3,005	$210,350
MSCI	MSCI Inc.	389	$209,538
CRM	Salesforce, Inc.	906	$207,990
CTAS	Cintas Corp	1,061	$206,958
MAR	Marriott International Inc	576	$204,865
COHR	Coherent Corp.	710	$204,345
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
YUM	Yum Brands Inc	1,718	$274,639
AKAM	Akamai Technologies Inc	1,973	$233,228
ALNY	Alnylam Pharmaceuticals, Inc.	759	$228,481
VUG	VANGUARD GROWTH INDEX FUND	2,652	$228,443
LOW	Lowes Companies Inc	987	$217,623
RBLX	Roblox Corp	3,959	$215,290
WMB	Williams Companies, Inc.	2,835	$210,753
MMM	3M Co	1,257	$203,520
YOU	Clear Secure, Inc.	3,647	$203,247
KVUE	Kenvue Inc.	10,602	$202,604
O	Realty Income Corp	3,255	$201,679
MCK	Mckesson Corp	266	$200,989
FSLY	Fastly, Inc.	10,391	$190,778
BRBR	Bellring Brands, Inc.	10,935	$141,498
UIS	Unisys Corp	10,900	$39,894
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

197 tracked positions · $161,587,305 total · filing declares 197 positions · $187,127,632 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 197 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGG	iShares Core U.S. Aggregate Bond ETF	Added	128,660	+11,153	$12,163,516	+4.6%	7.53%
NVDA	Nvidia Corp Technology	Added	33,586	+2,513	$7,670,370	+23.4%	4.75%
QQQE	Direxion NASDAQ-100 Equal Weighted Index Shares	Reduced	59,466	-4,347	$7,142,461	−8.3%	4.42%
AAPL	Apple Inc. Technology	Added	20,539	+1,716	$6,839,897	+25.6%	4.23%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	81,767	-8,002	$5,883,135	−15.0%	3.64%
MSFT	Microsoft Corp Technology	Added	9,588	+1,421	$4,917,685	+61.4%	3.04%
SCHY	Schwab International Dividend Equity ETF	Reduced	140,443	-19,735	$4,409,910	−13.2%	2.73%
VKI	Invesco Advantage Municipal Income Trust II Financial Services	Reduced	514,367	-5,954	$3,847,465	−22.0%	2.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,034	+4,727	$3,745,721	+52.5%	2.32%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Added	98,389	+10,589	$3,514,455	+8.1%	2.17%
AVGO	Broadcom Inc. Technology	Added	8,785	+1,076	$3,085,204	+5.9%	1.91%
GOOGL	Alphabet Inc. Communication Services	Added	8,297	+1,434	$2,854,831	+16.4%	1.77%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Reduced	56,325	-17,777	$2,824,135	−30.9%	1.75%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	9,307	-975	$2,718,574	−13.7%	1.68%
PANW	Palo Alto Networks Inc Technology	Added	5,777	+849	$2,295,259	+36.6%	1.42%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	7,432	+5,731	$1,967,622	+51.6%	1.22%
ABBV	AbbVie Inc. Healthcare	Added	7,337	+252	$1,919,285	+7.7%	1.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,131	-64	$1,843,809	−8.7%	1.14%
META	Meta Platforms, Inc. Communication Services	Added	2,399	+295	$1,739,706	+46.8%	1.08%
MU	Micron Technology Inc Technology	Added	1,615	+326	$1,720,152	+15.6%	1.06%
NET	Cloudflare, Inc. Technology	Added	4,768	+296	$1,655,831	+51.0%	1.02%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,930	-322	$1,616,107	+15.3%	1.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,667	+67	$1,543,983	+2.5%	0.96%
GOOG	Alphabet Inc. Communication Services	Reduced	4,520	-28	$1,540,144	−4.2%	0.95%
MUB	iShares National Muni Bond ETF	Reduced	14,640	-365	$1,480,104	−8.3%	0.92%
SO	Southern Co Utilities	Reduced	17,802	-1,112	$1,475,607	−18.5%	0.91%
FTNT	Fortinet, Inc. Technology	Added	8,013	+202	$1,432,403	+19.4%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,864	+212	$1,370,985	−10.7%	0.85%
NLR	VanEck Uranium and Nuclear ETF	Reduced	13,109	-233	$1,356,257	−12.4%	0.84%
JNJ	Johnson & Johnson Healthcare	Added	5,085	+12	$1,346,202	+4.5%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	1,162	+118	$1,344,526	+7.4%	0.83%
AMD	Advanced Micro Devices Inc Technology	Added	2,176	+445	$1,331,189	+32.4%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,635	+149	$1,312,098	+5.5%	0.81%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,841	-1,319	$1,092,559	+30.8%	0.68%
DDOG	Datadog, Inc. Technology	Added	3,927	+174	$1,075,408	+10.1%	0.67%
KO	Coca Cola Co Consumer Defensive	Added	12,294	+426	$1,058,267	+9.7%	0.65%
SMBK	Smartfinancial Inc. Financial Services	Added	20,346	+5	$1,008,551	+5.7%	0.62%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,736	+129	$903,723	+8.4%	0.56%
AMAT	Applied Materials Inc Technology	Added	1,733	+169	$886,221	−21.6%	0.55%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	8,061	-364	$842,696	−6.1%	0.52%
CVX	Chevron Corp Energy	Reduced	4,017	-95	$820,311	+20.3%	0.51%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	10,379	-4,824	$812,779	−35.3%	0.50%
CAT	Caterpillar Inc Industrials	Added	939	+131	$761,331	−11.5%	0.47%
V	Visa Inc. Financial Services	Added	2,113	+231	$759,264	+17.6%	0.47%
VRT	Vertiv Holdings Co Industrials	Added	2,908	+568	$701,729	−10.4%	0.43%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	12,332	-5,124	$698,731	−32.1%	0.43%
MRVL	Marvell Technology, Inc. Technology	Added	2,584	+32	$682,718	−10.2%	0.42%
ABT	Abbott Laboratories Healthcare	Added	6,874	+57	$679,357	+9.8%	0.42%
LRCX	Lam Research Corp Technology	Added	2,026	+420	$665,561	−4.4%	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	4,457	+168	$647,646	+17.5%	0.40%

Showing the top 50 of 197 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.