LeConte Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), LeConte Wealth Management, LLC reported 179 stock positions worth $183.5 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.3%) and Vanguard Long-Term Corp. Bond (VCLT, 4.9%). Compared with Q1 2026, it opened 36 new positions, sold out of 9, added to 92 and reduced 51. The biggest buy was Palo Alto Networks (PANW, shares +24%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Maryville, TN
- CIK
- 0002060443
- Portfolio Value
- $183.5M (Q2 2026)
- SEC Filing
- 0001172661-26-003153 ↗ filed Aug 7, 2026
Holdings Value
Holdings 179 stocks · $183.5M
| RSP Invesco S&P 500 Equal Weight | 10.76% | 92,833 | $19.8M | Reduce -4.4% |
| AGG iShares Core U.S. Aggregate | 6.34% | 117,507 | $11.6M | Add +9.0% |
| VCLT Vanguard Long-Term Corp. Bond | 4.90% | 119,483 | $9.0M | Reduce -1.1% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 4.24% | 63,813 | $7.8M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 3.77% | 89,769 | $6.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.39% | 31,073 | $6.2M | Add +4.4% |
| AAPL Apple Inc. | 2.97% | 18,823 | $5.4M | Add +6.5% |
| SCHY Schwab International DVD ETF | 2.77% | 160,178 | $5.1M | Reduce -6.8% |
| VKI Invesco Adv Muni Inc. TR II | 2.69% | 520,321 | $4.9M | Reduce -10.9% |
| VGLT Vanguard Long-Term Treasury | 2.23% | 74,102 | $4.1M | Add +1.0% |
| CIBR First Trust Nasdaq Cybersecu | 2.16% | 44,045 | $4.0M | Reduce -5.8% |
| USHY iShares Broad Usd High Yield | 1.77% | 87,800 | $3.3M | Add +8.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.72% | 10,282 | $3.1M | Add +8.2% |
| MSFT Microsoft Corp. | 1.66% | 8,167 | $3.0M | Add +3.2% |
| AVGO Broadcom Inc. | 1.59% | 7,709 | $2.9M | Add +5.0% |
| AMZN Amazon.com Inc. | 1.34% | 10,307 | $2.5M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.34% | 6,863 | $2.5M | Add +7.1% |
| CSCO Cisco Systems Inc. | 1.10% | 17,195 | $2.0M | Add +0.3% |
| SO The Southern Co. | 0.99% | 18,914 | $1.8M | Add +84.3% |
| ABBV Abbvie Inc. | 0.97% | 7,085 | $1.8M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.92% | 4,928 | $1.7M | Add +24.4% |
| MUB iShares National Muni Bond E | 0.88% | 15,005 | $1.6M | Add +6.6% |
| GOOG Alphabet Inc. Class C | 0.88% | 4,548 | $1.6M | Add +9.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.84% | 13,342 | $1.5M | Add +7.4% |
| TSLA Tesla Inc. | 0.84% | 3,652 | $1.5M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 0.82% | 4,600 | $1.5M | Add +6.7% |
| MU Micron Technology Inc. | 0.81% | 1,289 | $1.5M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.76% | 10,252 | $1.4M | Add +4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.71% | 1,701 | $1.3M | Add +3.7% |
| JNJ Johnson & Johnson | 0.70% | 5,073 | $1.3M | Add +4.3% |
| VCIT Vanguard Int-Term Corporate | 0.68% | 15,203 | $1.3M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.68% | 1,044 | $1.3M | Add +25.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 2,486 | $1.2M | Add +8.0% |
| FTNT Fortinet Inc. | 0.65% | 7,811 | $1.2M | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.65% | 2,104 | $1.2M | Reduce -23.6% |
| AMAT Applied Materials Inc. | 0.62% | 1,564 | $1.1M | Add +1.2% |
| NET Cloudflare Inc. Class A | 0.60% | 4,472 | $1.1M | Add +9.7% |
| VGIT Vanguard Intermediate-Term T | 0.56% | 17,456 | $1.0M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.55% | 1,731 | $1.0M | Reduce -0.9% |
| DDOG Datadog Inc. Class A | 0.53% | 3,753 | $977K | Add +7.0% |
| KO The Coca-Cola Co. | 0.53% | 11,868 | $965K | Add +9.2% |
| SMBK Smartfinancial Inc. | 0.52% | 20,341 | $954K | Add +0.1% |
| SUB iShares Short-Term National | 0.49% | 8,425 | $897K | Add +3.1% |
| CAT Caterpillar Inc. | 0.47% | 808 | $860K | Add +11.8% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 7,160 | $835K | Reduce -3.8% |
| PM Philip Morris International | 0.45% | 4,607 | $833K | Add +8.6% |
| VRT Vertiv Holdings Co. Class A | 0.43% | 2,340 | $783K | Add +10.0% |
| MRVL Marvell Technology Inc. | 0.41% | 2,552 | $760K | Add +7.8% |
| LRCX Lam Research Corp. | 0.38% | 1,606 | $696K | Add +3.2% |
| APH Amphenol Corp. Class A | 0.38% | 3,943 | $695K | Add +10.2% |
| PEP Pepsico Inc. | 0.38% | 5,098 | $690K | Add +4.7% |
| WMT Walmart Inc. | 0.37% | 6,053 | $686K | Add +6.9% |
| HWM Howmet Aerospace Inc. | 0.37% | 2,547 | $685K | Add +24.1% |
| CVX Chevron Corp. | 0.37% | 4,112 | $682K | Reduce -2.9% |
| V Visa Inc. Class A | 0.35% | 1,882 | $646K | Add +18.1% |
| ABT Abbott Laboratories | 0.34% | 6,817 | $619K | Add +8.8% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 1,624 | $607K | Add +10.6% |
| PWR Quanta Services Inc. | 0.31% | 794 | $572K | Reduce -5.8% |
| ETN Eaton Corp. PLC | 0.31% | 1,341 | $571K | Add +75.1% |
| BAC Bank of America Corp. | 0.31% | 9,893 | $564K | Add +10.6% |
| MRK Merck & Co. Inc. | 0.30% | 4,289 | $551K | Add +21.4% |
| INTC Intel Corp. | 0.29% | 3,867 | $540K | Reduce -17.9% |
| GS Goldman Sachs Group Inc. | 0.29% | 534 | $540K | Reduce -8.1% |
| COST Costco Wholesale Corp. | 0.29% | 576 | $539K | Reduce -2.7% |
| VMC Vulcan Materials Co. | 0.28% | 1,743 | $514K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.28% | 3,497 | $513K | Add +14.5% |
| NEE Nextera Energy Inc. | 0.28% | 5,835 | $512K | Add +3.3% |
| RTX RTX Corp. | 0.28% | 2,677 | $508K | Add +16.6% |
| HOOD Robinhood Markets Inc. Class A | 0.28% | 5,047 | $506K | Add +9.8% |
| DUK Duke Energy Corp. | 0.27% | 3,921 | $496K | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,123 | $467K | Reduce -12.3% |
| HD Home Depot Inc. | 0.25% | 1,324 | $467K | Reduce -9.3% |
| TXN Texas Instruments Inc. | 0.25% | 1,565 | $466K | Reduce -5.1% |
| STX Seagate Technology Holdings | 0.25% | 483 | $466K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.25% | 1,444 | $459K | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,573 | $442K | Add +7.5% |
| CEG Constellation Energy | 0.24% | 1,742 | $433K | Add +8.3% |
| MA Mastercard Inc. Class A | 0.23% | 816 | $419K | Add +26.9% |
| MS Morgan Stanley | 0.23% | 1,999 | $418K | Reduce -2.7% |
| FAST Fastenal Co. | 0.22% | 8,486 | $408K | Reduce -5.5% |
| FFIV F5 Inc. | 0.22% | 967 | $402K | Add +2.1% |
| ADI Analog Devices Inc. | 0.22% | 1,006 | $400K | Add +7.7% |
| AEP American Electric Power | 0.22% | 2,902 | $397K | Add +59.2% |
| GEV GE Vernova Inc. | 0.21% | 331 | $389K | Add +8.2% |
| C Citigroup Inc. | 0.21% | 2,752 | $385K | Add +8.7% |
| CMI Cummins Inc. | 0.20% | 527 | $376K | Add +14.3% |
| VRSN Verisign Inc. | 0.20% | 1,486 | $374K | Add +2.5% |
| SNDK Sandisk Corp. | 0.20% | 164 | $373K | New |
| MCD McDonald's Corp. | 0.20% | 1,379 | $373K | Reduce -5.8% |
| WFC Wells Fargo & Co. | 0.20% | 4,507 | $372K | Add +3.0% |
| XYZ Block Inc. | 0.20% | 4,880 | $371K | Add +25.2% |
| NFLX Netflix Inc. | 0.20% | 5,178 | $370K | Reduce -5.8% |
| GLW Corning Inc. | 0.20% | 1,447 | $370K | New |
| CLS Celestica Inc. | 0.20% | 985 | $359K | Reduce -3.0% |
| BWXT BWX Technologies Inc. | 0.19% | 1,829 | $356K | Add +8.6% |
| KLAC KLA Corp. | 0.19% | 1,177 | $355K | Reduce -15.3% |
| ORCL Oracle Corp. | 0.19% | 2,341 | $343K | Reduce -4.1% |
| LEU Centrus Energy Corp. Class A | 0.18% | 1,914 | $321K | Add +22.8% |
| EMR Emerson Electric Co. | 0.17% | 2,230 | $319K | Reduce -3.8% |
| GILD Gilead Sciences Inc. | 0.17% | 2,468 | $312K | Add +5.2% |
Portfolio Sells Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | Reduce -4.4% | 10.76% | −1.28 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -1.1% | 4.90% | −0.94 |
| SCHY Schwab International DVD ETF | Reduce -6.8% | 2.77% | −0.75 |
| VKI Invesco Adv Muni Inc. TR II | Reduce -10.9% | 2.69% | −0.58 |
| META Meta Platforms Inc. Class A | Reduce -23.6% | 0.65% | −0.37 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.8% | 0.46% | −0.25 |
| CVX Chevron Corp. | Reduce -2.9% | 0.37% | −0.19 |
| T AT&T Inc. | Sold out | 0.00% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 3.77% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.1% | 0.68% | −0.15 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.15 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Reduce -14.9% | 0.12% | −0.14 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.14 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.20% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.14 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.14 |
| COP Conocophillips | Sold out | 0.00% | −0.13 |
| FSLY Fastly Inc. Class A | Reduce -14.9% | 0.10% | −0.13 |
| INFY Infosys Ltd.-SP ADR | Reduce -29.6% | 0.10% | −0.11 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.4% | 0.56% | −0.11 |
| MCD McDonald's Corp. | Reduce -5.8% | 0.20% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.29% | −0.09 |
| PFE Pfizer Inc. | Reduce -19.5% | 0.11% | −0.08 |
| LTBR Lightbridge Corp. | Reduce -8.7% | 0.12% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -14.0% | 0.14% | −0.06 |
| VST Vistra Corp. | Reduce -19.7% | 0.16% | −0.06 |
| HD Home Depot Inc. | Reduce -9.3% | 0.25% | −0.06 |
| FAST Fastenal Co. | Reduce -5.5% | 0.22% | −0.05 |
| ROST Ross Stores Inc. | Reduce -5.7% | 0.16% | −0.05 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.19% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -4.3% | 0.13% | −0.04 |
| BLK BlackRock Inc. | Reduce -6.4% | 0.15% | −0.04 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.97% | −0.04 |
| CCJ Cameco Corp. | Reduce -3.6% | 0.11% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -25.7% | 0.11% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.12% | −0.03 |
| NABL N-Able Inc. | Sold out | 0.00% | −0.03 |
| JCI Johnson Controls Internation | Reduce -9.6% | 0.15% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -8.1% | 0.29% | −0.02 |
| EU Encore Energy Corp. | Reduce -3.2% | 0.03% | −0.02 |
| EMR Emerson Electric Co. | Reduce -3.8% | 0.17% | −0.02 |
| AKAM Akamai Technologies Inc. | Reduce -1.4% | 0.13% | −0.02 |
| CVNA Carvana Co. | Reduce -1.7% | 0.14% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.1% | 0.25% | −0.02 |
| TLS Telos Corporation | Reduce -8.0% | 0.07% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -0.4% | 0.14% | −0.01 |
| BA The Boeing Co. | Reduce -0.2% | 0.12% | −0.01 |
| MS Morgan Stanley | Reduce -2.7% | 0.23% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +24.4% | 0.92% | +0.51 |
| SO The Southern Co. | Add +84.3% | 0.99% | +0.35 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.7% | 0.71% | +0.29 |
| AMAT Applied Materials Inc. | Add +1.2% | 0.62% | +0.27 |
| DDOG Datadog Inc. Class A | Add +7.0% | 0.53% | +0.26 |
| MRVL Marvell Technology Inc. | Add +7.8% | 0.41% | +0.26 |
| FTNT Fortinet Inc. | Add +3.6% | 0.65% | +0.26 |
| STX Seagate Technology Holdings | New | 0.25% | +0.25 |
| CSCO Cisco Systems Inc. | Add +0.3% | 1.10% | +0.24 |
| SNDK Sandisk Corp. | New | 0.20% | +0.20 |
| GLW Corning Inc. | New | 0.20% | +0.20 |
| LLY Eli Lilly & Co. | Add +25.2% | 0.68% | +0.19 |
| DE Deere & Co. | New | 0.16% | +0.16 |
| LRCX Lam Research Corp. | Add +3.2% | 0.38% | +0.16 |
| WELL Welltower Inc. | New | 0.16% | +0.16 |
| RBRK Rubrik Inc. Class A | New | 0.16% | +0.16 |
| ATEN A10 Networks Inc. | New | 0.16% | +0.16 |
| ATO Atmos Energy Corp. | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +7.1% | 1.34% | +0.14 |
| CAT Caterpillar Inc. | Add +11.8% | 0.47% | +0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.2% | 1.72% | +0.14 |
| ETN Eaton Corp. PLC | Add +75.1% | 0.31% | +0.13 |
| FE Firstenergy Corp. | New | 0.13% | +0.13 |
| TER Teradyne Inc. | New | 0.13% | +0.13 |
| CSX CSX Corp. | New | 0.13% | +0.13 |
| NTCT Netscout Systems Inc. | New | 0.13% | +0.13 |
| QCOM Qualcomm Inc. | New | 0.13% | +0.13 |
| AME Ametek Inc. | New | 0.13% | +0.13 |
| TSCO Tractor Supply Company | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.12% | +0.12 |
| GWW WW Grainger Inc. | New | 0.12% | +0.12 |
| WDC Western Digital Corp. | New | 0.12% | +0.12 |
| BNY Bank of New York Mellon Corp. | New | 0.12% | +0.12 |
| BMY Bristol-Myers Squibb Co. | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +5.0% | 1.59% | +0.12 |
| TT Trane Technologies PLC | New | 0.12% | +0.12 |
| RBLX Roblox Corp. Class A | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | New | 0.12% | +0.12 |
| WMB Williams Cos Inc. | New | 0.11% | +0.11 |
| USB US Bancorp | New | 0.11% | +0.11 |
| CVS CVS Health Corp. | New | 0.11% | +0.11 |
| MMM 3M Co. | New | 0.11% | +0.11 |
| YOU Clear Secure Inc. Class A | New | 0.11% | +0.11 |
| KVUE Kenvue Inc. | New | 0.11% | +0.11 |
| O Realty Income Corp. | New | 0.11% | +0.11 |
| VLO Valero Energy Corp. | New | 0.11% | +0.11 |
| MCK McKesson Corp. | New | 0.11% | +0.11 |
| TRGP Targa Resources Corp. | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +9.3% | 0.88% | +0.10 |
| BB Blackberry Ltd. | Add +24.8% | 0.13% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $183.5M | RSP, AGG, VCLT, QQQE, IJH |
| Q1 2026 | 152 | $154.7M | RSP, AGG, VCLT, QQQE, IJH |
| Q4 2025 | 138 | $153.1M | RSP, AGG, VCLT, QQQE, IJH |
| Q3 2025 | 127 | $149.7M | RSP, VCLT, AGG, QQQE, IJH |
| Q2 2025 | 104 | $147.8M | RSP, DBL, QQQE, IJH, DLY |
| Q1 2025 | 55 | $156.9M | RSP, DLY, DBL, DSL, IJH |