Lee-Kelleher Wealth Management

CIK

2063827

Location

FULTON, MD

Portfolio Value

Micro $16,348,985

Diversification

Highly concentrated

Filing Date

Global Rank

#7,884 / 8,517 ▲ 410

Top Industry

Software - Infrastructure 20.2%

3Y Alpha vs SPY

-2.5%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical 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

+23.4%

SPY

+27.3%

Annualised alpha

-2.4%

Max drawdown

−18.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

82.7%

+0.7 pts

Top 5

91.6%

−2.9 pts

Top 10

98.8%

−1.2 pts

HHI

6,864

Highly concentrated+94

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.0%	$13,725,292	2
Technology	6.1%	$1,004,370	3
Industrials	3.5%	$572,527	2
Energy	2.1%	$336,990	1
Communication Services	1.8%	$301,620	1
Consumer Cyclical	1.3%	$206,879	1
Financial Services	1.2%	$201,307	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	+163	7,363	$349,963
AAPL	Apple Inc.	+112	1,638	$473,971
CVX	Chevron Corp	+28	2,033	$336,990
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−176	18,095	$13,512,803
SLV	iShares Silver Trust	−5	3,974	$212,489
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	844	$301,620
MSFT	Microsoft Corp	642	$239,478
CAT	Caterpillar Inc	209	$222,564
AMZN	Amazon Com Inc	868	$206,879
JPM	Jpmorgan Chase & Co	615	$201,307
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	5,842	$374,355
IAU	Ishares Gold Trust	2,571	$226,659
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $16,348,985 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	18,095	-176	$13,512,803	+13.7%	82.65%
AAPL	Apple Inc. Technology	Added	1,638	+112	$473,971	+22.4%	2.90%
CSX	Csx Corp Industrials	Added	7,363	+163	$349,963	+18.4%	2.14%
CVX	Chevron Corp Energy	Added	2,033	+28	$336,990	−18.8%	2.06%
GOOGL	Alphabet Inc. Communication Services	NEW	844	NEW	$301,620	NEW	1.84%
BNAI	Brand Engagement Network Inc. Technology	Held	17,003	0	$290,921	−54.9%	1.78%
MSFT	Microsoft Corp Technology	NEW	642	NEW	$239,478	NEW	1.46%
CAT	Caterpillar Inc Industrials	NEW	209	NEW	$222,564	NEW	1.36%
SLV	iShares Silver Trust	Reduced	3,974	-5	$212,489	−21.6%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	868	NEW	$206,879	NEW	1.27%
JPM	Jpmorgan Chase & Co Financial Services	NEW	615	NEW	$201,307	NEW	1.23%

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.