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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 $183,528,548
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 92,833 $19,752,148 10.76%
2.
Ishares Trust
 IEF 117,507 $11,630,843 6.34%
3.
Vanguard Scottsdale Funds
 VCIT 119,483 $8,991,113 4.9%
4.
Direxion Shares Etf Trust
 63,813 $7,785,826 4.24%
5.
Ishares Trust
 IEF 89,769 $6,922,099 3.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.