Lee Kelleher Wealth Management has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 39 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 $28.3B, Wisdomtree Tr U.S Largecap Div with a value of $27B, Ishares S&P 500 Growth ETF with a value of $11.8B, Spdr S&P 500 ETF Trust with a value of $11.6B, and Wisdomtree Tr U.S. Midcap Divi with a value of $9.56B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $136B to 151B.

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.

Portfolio value $151 Billion
ETFs: $149 Billion
Technology: $848 Million
Energy: $287 Million
Industrials: $235 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $151 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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