Le Conte Wealth Management, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $23.7B, Vanguard Lg Trm Corp Bd ETF with a value of $10.3B, Ishares Core U.S. Aggregate Bo with a value of $8.67B, Direxion Nasdaq 100 Equal Weig with a value of $8.52B, and Ishares Core S&P Mid Cap ETF with a value of $8.1B.
Examining the 13F form we can see an increase of $1.96B in the current position value, from $148B to 150B.
Le Conte Wealth Management, LLC is based out at Maryville, TN
Below you can find more details about Le Conte Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$150 Billion
ETFs: $81.6 Billion
Technology: $28.8 Billion
Financial Services: $13.1 Billion
Communication Services: $6.05 Billion
Consumer Cyclical: $5.49 Billion
Healthcare: $4.68 Billion
Consumer Defensive: $2.78 Billion
Industrials: $2.75 Billion
Other: $3.4 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
