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Home > Institutional Investor > Leconte Wealth Management, Llc > Profile

Instuitional Investor - Leconte Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Leconte Wealth Management, Llc
Portfolio Value $149,744,878
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 125,107 $23,732,714 15.85%
2.
Vanguard Scottsdale Funds
 132,437 $10,283,751 6.87%
3.
Ishares Trust
 IEF 86,496 $8,671,224 5.79%
4.
Direxion Shs Etf Tr
 83,818 $8,516,718 5.69%
5.
Ishares Trust
 IEF 124,167 $8,103,135 5.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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