Lee Kelleher Wealth Management Portfolio Holdings

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 2025

Lee Kelleher Wealth Management has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 40 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 $31.3B, Wisdomtree Tr U.S Largecap Div with a value of $30.4B, Spdr S&P 500 ETF Trust with a value of $12.2B, Ishares S&P 500 Growth ETF with a value of $11.4B, and Wisdomtree Tr U.S. Midcap Divi with a value of $10.7B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $151B to 162B.

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 $162 Billion
ETFs: $161 Billion
Technology: $865 Million
Energy: $311 Million
Industrials: $256 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $162 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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