LeConte Wealth Management, LLC

CIK

2060443

Location

Maryville, TN

Portfolio Value

Micro $78,000,345

Diversification

Diversified

Filing Date

Global Rank

#6,176 / 8,605 ▲ 245 · as of Mar 2026

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

-8.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.3%

SPY

+28.1%

Annualised alpha

-7.5%

Max drawdown

−10.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

136 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.7%

−1.3 pts

Top 5

25.6%

−5.6 pts

Top 10

36.8%

−6.2 pts

HHI

212

Diversified−60

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$28,007,332	39
Financial Services	15.7%	$12,208,709	16
Consumer Cyclical	8.9%	$6,944,283	14
Healthcare	8.7%	$6,766,274	13
Industrials	8.1%	$6,315,359	19
Communication Services	6.1%	$4,768,334	6
Energy	5.8%	$4,490,656	12
Consumer Defensive	5.5%	$4,279,942	7
Utilities	4.2%	$3,286,187	7
Basic Materials	1.2%	$933,269	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	Exxon Mobil 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
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	$210,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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	$210,885
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

136 positions · $78,000,345 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	29,764	+1,240	$5,190,841	−2.4%	6.65%
VKI	Invesco Advantage Municipal Income Trust II Financial Services	Reduced	584,255	-57,459	$5,059,648	−13.5%	6.49%
AAPL	Apple Inc. Technology	Added	17,672	+611	$4,484,976	−3.3%	5.75%
MSFT	Microsoft Corp Technology	Reduced	7,915	-1,443	$2,929,895	−35.3%	3.76%
AVGO	Broadcom Inc. Technology	Reduced	7,342	-505	$2,272,422	−16.3%	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,096	+21	$2,102,693	−9.6%	2.70%
GOOGL	Alphabet Inc. Communication Services	Added	6,410	+668	$1,843,259	+2.6%	2.36%
XOM	Exxon Mobil Corp Energy	Added	9,796	+2,040	$1,661,989	+78.1%	2.13%
META	Meta Platforms, Inc. Communication Services	Added	2,754	+278	$1,575,646	−3.6%	2.02%
ABBV	AbbVie Inc. Healthcare	Added	7,173	+4,686	$1,560,055	+174.5%	2.00%
CSCO	Cisco Systems, Inc. Technology	Added	17,150	+1,254	$1,330,668	+8.7%	1.71%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,501	+32	$1,301,496	−16.6%	1.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,310	-88	$1,267,829	−10.5%	1.63%
JNJ	Johnson & Johnson Healthcare	Added	4,866	+104	$1,189,445	+20.7%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,303	+106	$1,103,597	−0.1%	1.41%
PLTR	Palantir Technologies Inc. Technology	Added	7,445	+194	$1,089,054	−15.5%	1.40%
SO	Southern Co Utilities	Added	10,264	+4,908	$990,681	+112.1%	1.27%
CVX	Chevron Corp Energy	Added	4,233	+80	$875,807	+38.4%	1.12%
NET	Cloudflare, Inc. Technology	Added	4,078	+284	$841,454	+12.5%	1.08%
KO	Coca Cola Co Consumer Defensive	Added	10,865	+4,098	$826,283	+74.7%	1.06%
SMBK	Smartfinancial Inc. Financial Services	Held	20,322	0	$794,183	+5.7%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	834	+41	$767,088	−10.0%	0.98%
PEP	Pepsico Inc Consumer Defensive	Added	4,868	+2,021	$755,951	+85.0%	0.97%
WMT	Walmart Inc. Consumer Defensive	Added	5,661	+250	$703,549	+16.7%	0.90%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,244	+1,486	$701,702	+58.6%	0.90%
ABT	Abbott Laboratories Healthcare	Added	6,263	+3,933	$643,022	+120.3%	0.82%
PANW	Palo Alto Networks Inc Technology	Reduced	3,962	-892	$635,187	−29.0%	0.81%
FTNT	Fortinet, Inc. Technology	Added	7,539	+927	$616,087	+17.3%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	592	+136	$589,886	+50.0%	0.76%
VRT	Vertiv Holdings Co Industrials	Added	2,128	+352	$533,234	+85.3%	0.68%
NFLX	Netflix Inc Communication Services	Added	5,498	+866	$528,632	+21.7%	0.68%
AMAT	Applied Materials Inc /De Technology	Added	1,546	+50	$528,407	+37.4%	0.68%
NEE	Nextera Energy Inc Utilities	Added	5,647	+1,714	$524,493	+66.1%	0.67%
CAT	Caterpillar Inc Industrials	Added	723	+27	$512,216	+28.5%	0.66%
DUK	Duke Energy CORP Utilities	NEW	3,809	NEW	$498,750	NEW	0.64%
GS	Goldman Sachs Group Inc Financial Services	Added	581	+25	$491,520	+0.6%	0.63%
V	Visa Inc. Financial Services	Reduced	1,594	-130	$481,770	−20.3%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,459	-79	$479,850	−9.3%	0.62%
HWM	Howmet Aerospace Inc. Industrials	Added	2,052	+208	$472,903	+25.1%	0.61%
VMC	Vulcan Materials CO Basic Materials	Reduced	1,729	-65	$470,806	−8.0%	0.60%
PWR	Quanta Services, Inc. Industrials	Added	843	+67	$462,823	+41.3%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,464	+53	$454,996	+5.5%	0.58%
APH	Amphenol Corp /De/ Technology	Reduced	3,577	-1	$451,953	−6.5%	0.58%
MU	Micron Technology Inc Technology	Added	1,330	+41	$449,327	+22.1%	0.58%
CEG	Constellation Energy Corp Utilities	Added	1,609	+440	$449,313	+8.8%	0.58%
RTX	RTX Corp Industrials	Added	2,295	+48	$442,705	+7.4%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,054	+138	$441,119	+5.6%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,945	-207	$436,068	−13.4%	0.56%
MRK	Merck & Co., Inc. Healthcare	Added	3,534	+447	$425,104	+30.8%	0.55%
FAST	Fastenal Co Industrials	Added	8,981	+724	$416,718	+25.8%	0.53%