SEC Form 13F

Lee, Kelleher & Klein Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$191,223,450
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$36,920,27749,300
WISDOMTREE TRDLNUS LARGECAP DIVD$36,726,952381,301
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,512,80318,095
ISHARES TRIJHCORE S&P MCP ETF$12,790,081165,868
ISHARES TRIVWS&P 500 GRWT ETF$12,734,86592,597
WISDOMTREE TRDONUS MIDCAP DIVID$12,601,207222,951
GOLDMAN SACHS ETF TRGSLCACTIVEBETA US LG$8,296,45058,471
WISDOMTREE TRDESUS SMALLCAP DIVD$6,596,185162,148
ISHARES TRIJRCORE S&P SCP ETF$6,360,57142,887
ISHARES TRIJKS&P MC 400GR ETF$4,604,12039,184

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page