LeConte Wealth Management, LLC
โขCIK: 2060443โขFiling: Q4 2025
**LeConte Wealth Management, LLC** manages $153M across a diversified portfolio of 138 positions. The strategy exhibits a notable allocation to fixed income and broad market exposure, highlighted by top holdings in RSP ($21.9M) and AGG ($10.0M). Significant technology and growth tilts are evident through substantial positions in QQQE ($7.6M), NVDA ($5.3M), and AAPL ($4.6M). This structure suggests a disciplined approach balancing income generation with targeted equity appreciation.
Total AUM
$153.1M
QoQ Performance
+2.2%
Positions
129
Top 10 Concentration
53.9%
Latest Filing
Q4 2025
Top Holdings Allocation
RSP
AGG
VCLT
RSP14.3%
AGG6.5%
VCLT6.1%
QQQE4.9%
IJH4.6%
SCHY4.0%
VKI3.8%
NVDA3.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other67.1%
Technology17.2%
Consumer4.7%
Financial4.1%
Healthcare3.1%
Industrial1.3%
Consumer Staples0.7%
Communication0.6%
๐ช Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW21 new positions
โ79 increased
โ37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025