Lee Kelleher Wealth Management Portfolio Holdings

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.