Lee Kelleher Wealth Management Portfolio Holdings

Lee Kelleher Wealth Management has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.9B, Wisdomtree Tr U.S Largecap Div with a value of $32.8B, Spdr S&P 500 ETF Trust with a value of $12.5B, Wisdomtree Tr U.S. Midcap Divi with a value of $11B, and Ishares S&P 500 Growth ETF with a value of $10.7B.

Examining the 13F form we can see an increase of $5.24B in the current position value, from $162B to 168B.

Lee Kelleher Wealth Management is based out at Fulton, MD

Below you can find more details about Lee Kelleher Wealth Management portfolio as well as his latest detailed transactions.