1y return+12.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $117 against $133 in the S&P 500.2
LeConte Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $19.8M | 10.8% | −4.4% |
| AGGIshares Tr | $11.6M | 6.3% | +9.0% |
| VCLTVanguard Scottsdale Fds | $9.0M | 4.9% | −1.1% |
| QQQEDirexion Shares Etf Trust | $7.8M | 4.2% | −1.1% |
| IJHIshares Tr | $6.9M | 3.8% | |
| NVDANvidia Corporation | $6.2M | 3.4% | +4.4% |
| AAPLApple Inc | $5.4M | 3.0% | +6.5% |
| SCHYSchwab Strategic Tr | $5.1M | 2.8% | −6.8% |
| VKIInvesco Advantage Mun Income | $4.9M | 2.7% | −10.9% |
| VGLTVanguard Scottsdale Fds | $4.1M | 2.2% | |
| CIBRFirst Tr Exchange-traded Fd | $4.0M | 2.2% | −5.8% |
| USHYIshares Tr | $3.3M | 1.8% | +8.0% |
| VOTVanguard Index Fds | $3.1M | 1.7% | +8.2% |
| MSFTMicrosoft Corp | $3.0M | 1.7% | +3.2% |
| AVGOBroadcom Inc | $2.9M | 1.6% | +5.0% |
| AMZNAmazon Com Inc | $2.5M | 1.3% | +2.1% |
| GOOGLAlphabet Inc | $2.5M | 1.3% | +7.1% |
| CSCOCisco Sys Inc | $2.0M | 1.1% | |
| SOSouthern Co | $1.8M | 1.0% | +84.3% |
| ABBVAbbvie Inc | $1.8M | 1.0% | −1.2% |
| PANWPalo Alto Networks Inc | $1.7M | 0.9% | +24.4% |
| MUBIshares Tr | $1.6M | 0.9% | +6.6% |
| GOOGAlphabet Inc | $1.6M | 0.9% | +9.3% |
| NLRVaneck Etf Trust | $1.5M | 0.8% | +7.4% |
| TSLATesla Inc | $1.5M | 0.8% | +4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $1.0M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $1.1M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $2.5M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $2.9M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2025 | +116.4% | $1.3M |
| PANWPalo Alto Networks Inc | March 31, 2025 | +99.8% | $1.7M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $1.6M |
| DDOGDatadog Inc | June 30, 2025 | +93.8% | $977K |
| CSCOCisco Sys Inc | March 31, 2025 | +90.3% | $2.0M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $6.2M |
Sold off last quarter
- TAt&t Inc was $295K
- CRMSalesforce Inc was $239K
- LDOSLeidos Holdings Inc was $237K
- Medtronic PLCCUSIP G5960L103 was $226K
- CACICaci Intl Inc was $222K
- Honeywell Intl IncCUSIP 438516106 was $211K
- BKNGBooking Holdings Inc was $211K
- COPConocophillips was $204K
- NABLN-able Inc was $50K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +4.5% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LeConte Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2060443&type=13F-HR&dateb=&owner=include&count=40CIK 2060443
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2060443/000117266126003153/Filed August 7, 2026 · accession 0001172661-26-003153