LeConte Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), LeConte Wealth Management, LLC reported 152 stock positions worth $154.7 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 12.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.9%) and Vanguard Long-Term Corp. Bond (VCLT, 5.8%). Compared with Q4 2025, it opened 29 new positions, sold out of 15, added to 86 and reduced 35. The biggest buy was Vngrd Mrngstr MC GRW ETF-Usd (VOT, shares +1098%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- Maryville, TN
- CIK
- 0002060443
- Portfolio Value
- $154.7M (Q1 2026)
- SEC Filing
- 0001172661-26-001702 ↗ filed May 12, 2026
Holdings Value
Holdings 152 stocks · $154.7M
| RSP Invesco S&P 500 Equal Weight | 12.04% | 97,078 | $18.6M | Reduce -15.3% |
| AGG iShares Core U.S. Aggregate | 6.92% | 107,788 | $10.7M | Add +7.7% |
| VCLT Vanguard Long-Term Corp. Bond | 5.83% | 120,811 | $9.0M | Reduce -2.5% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 4.11% | 64,509 | $6.4M | Reduce -12.7% |
| IJH iShares Core S&P Midcap ETF | 3.93% | 90,013 | $6.1M | Reduce -16.2% |
| SCHY Schwab International DVD ETF | 3.52% | 171,835 | $5.4M | Reduce -17.0% |
| NVDA Nvidia Corp. | 3.36% | 29,764 | $5.2M | Add +4.3% |
| VKI Invesco Adv Muni Inc. TR II | 3.27% | 584,255 | $5.1M | Reduce -8.9% |
| AAPL Apple Inc. | 2.90% | 17,672 | $4.5M | Add +3.6% |
| VGLT Vanguard Long-Term Treasury | 2.63% | 73,401 | $4.1M | Add +5.5% |
| USHY iShares Broad Usd High Yield | 1.94% | 81,270 | $3.0M | Add +6.3% |
| CIBR First Trust Nasdaq Cybersecu | 1.89% | 46,752 | $2.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 1.89% | 7,915 | $2.9M | Reduce -15.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.58% | 9,504 | $2.4M | Add +1098.5% |
| AVGO Broadcom Inc. | 1.47% | 7,342 | $2.3M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 1.36% | 10,096 | $2.1M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.19% | 6,410 | $1.8M | Add +11.6% |
| XOM Exxon Mobil Corp. | 1.07% | 9,796 | $1.7M | Add +26.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.07% | 12,418 | $1.7M | New |
| META Meta Platforms Inc. Class A | 1.02% | 2,754 | $1.6M | Add +11.2% |
| ABBV Abbvie Inc. | 1.01% | 7,173 | $1.6M | Add +188.4% |
| MUB iShares National Muni Bond E | 0.97% | 14,079 | $1.5M | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.86% | 17,150 | $1.3M | Add +7.9% |
| TSLA Tesla Inc. | 0.84% | 3,501 | $1.3M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 0.84% | 15,691 | $1.3M | Add +6.1% |
| JPM JPMorgan Chase & Co. | 0.82% | 4,310 | $1.3M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.77% | 4,161 | $1.2M | Add +3.3% |
| JNJ Johnson & Johnson | 0.77% | 4,866 | $1.2M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 2,303 | $1.1M | Add +4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.70% | 7,445 | $1.1M | Add +2.7% |
| VGIT Vanguard Intermediate-Term T | 0.67% | 17,525 | $1.0M | Add +3.1% |
| SO The Southern Co. | 0.64% | 10,264 | $991K | Add +91.6% |
| CVX Chevron Corp. | 0.57% | 4,233 | $876K | Add +1.9% |
| SUB iShares Short-Term National | 0.56% | 8,173 | $870K | Add +2.7% |
| NET Cloudflare Inc. Class A | 0.54% | 4,078 | $841K | Add +7.5% |
| KO The Coca-Cola Co. | 0.53% | 10,865 | $826K | Add +60.6% |
| SMBK Smartfinancial Inc. | 0.51% | 20,322 | $794K | No change |
| LLY Eli Lilly & Co. | 0.50% | 834 | $767K | Add +5.2% |
| PEP Pepsico Inc. | 0.49% | 4,868 | $756K | Add +71.0% |
| WMT Walmart Inc. | 0.45% | 5,661 | $704K | Add +4.6% |
| PM Philip Morris International | 0.45% | 4,244 | $702K | Add +53.9% |
| ABT Abbott Laboratories | 0.42% | 6,263 | $643K | Add +168.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 1,640 | $640K | Add +7.8% |
| PANW Palo Alto Networks Inc. | 0.41% | 3,962 | $635K | Reduce -18.4% |
| FTNT Fortinet Inc. | 0.40% | 7,539 | $616K | Add +14.0% |
| COST Costco Wholesale Corp. | 0.38% | 592 | $590K | Add +29.8% |
| VRT Vertiv Holdings Co. Class A | 0.34% | 2,128 | $533K | Add +19.8% |
| NFLX Netflix Inc. | 0.34% | 5,498 | $529K | Add +18.7% |
| AMAT Applied Materials Inc. | 0.34% | 1,546 | $528K | Add +3.3% |
| NEE Nextera Energy Inc. | 0.34% | 5,647 | $524K | Add +43.6% |
| CAT Caterpillar Inc. | 0.33% | 723 | $513K | Add +3.9% |
| DUK Duke Energy Corp. | 0.32% | 3,809 | $499K | New |
| GS Goldman Sachs Group Inc. | 0.32% | 581 | $492K | Add +4.5% |
| V Visa Inc. Class A | 0.31% | 1,594 | $482K | Reduce -7.5% |
| HD Home Depot Inc. | 0.31% | 1,459 | $480K | Reduce -5.1% |
| HWM Howmet Aerospace Inc. | 0.31% | 2,052 | $473K | Add +11.3% |
| VMC Vulcan Materials Co. | 0.30% | 1,729 | $471K | Reduce -3.6% |
| PWR Quanta Services Inc. | 0.30% | 843 | $463K | Add +8.6% |
| MCD McDonald's Corp. | 0.29% | 1,464 | $455K | Add +3.8% |
| APH Amphenol Corp. Class A | 0.29% | 3,577 | $452K | Reduce -0.0% |
| MU Micron Technology Inc. | 0.29% | 1,330 | $449K | Add +3.2% |
| CEG Constellation Energy | 0.29% | 1,609 | $449K | Add +37.6% |
| RTX RTX Corp. | 0.29% | 2,295 | $443K | Add +2.1% |
| PG The Procter & Gamble Co. | 0.29% | 3,054 | $441K | Add +4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 8,945 | $436K | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.27% | 3,534 | $425K | Add +14.5% |
| FAST Fastenal Co. | 0.27% | 8,981 | $417K | Add +8.8% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,468 | $417K | Add +2.0% |
| DDOG Datadog Inc. Class A | 0.27% | 3,508 | $414K | Reduce -2.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.27% | 1,490 | $410K | Add +0.6% |
| ACN Accenture PLC Class A | 0.26% | 2,050 | $406K | Reduce -10.0% |
| VRSN Verisign Inc. | 0.23% | 1,449 | $360K | Add +46.7% |
| ORCL Oracle Corp. | 0.23% | 2,441 | $359K | Reduce -14.8% |
| AMD Advanced Micro Devices | 0.23% | 1,747 | $355K | Add +10.8% |
| FSLY Fastly Inc. Class A | 0.23% | 12,205 | $355K | Add +10.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,463 | $355K | Add +7.0% |
| WFC Wells Fargo & Co. | 0.23% | 4,377 | $348K | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.22% | 1,280 | $346K | Reduce -9.0% |
| BWXT BWX Technologies Inc. | 0.22% | 1,685 | $345K | New |
| VST Vistra Corp. | 0.22% | 2,270 | $341K | Add +57.5% |
| MS Morgan Stanley | 0.22% | 2,054 | $338K | Add +2.9% |
| LRCX Lam Research Corp. | 0.21% | 1,556 | $332K | Add +3.3% |
| INFY Infosys Ltd.-SP ADR | 0.21% | 24,419 | $330K | Add +10.7% |
| GILD Gilead Sciences Inc. | 0.21% | 2,347 | $327K | Add +4.8% |
| MSI Motorola Solutions Inc. | 0.21% | 744 | $323K | New |
| MA Mastercard Inc. Class A | 0.21% | 643 | $321K | Reduce -15.4% |
| ROST Ross Stores Inc. | 0.21% | 1,483 | $321K | Add +6.5% |
| TXN Texas Instruments Inc. | 0.21% | 1,649 | $320K | Add +0.7% |
| HOOD Robinhood Markets Inc. Class A | 0.21% | 4,597 | $319K | Reduce -13.7% |
| LNG Cheniere Energy Inc. | 0.20% | 1,115 | $316K | New |
| EMR Emerson Electric Co. | 0.20% | 2,319 | $304K | Reduce -0.7% |
| ADI Analog Devices Inc. | 0.19% | 934 | $297K | Add +5.9% |
| T AT&T Inc. | 0.19% | 10,187 | $295K | Add +8.1% |
| PFE Pfizer Inc. | 0.19% | 10,349 | $291K | Add +26.5% |
| C Citigroup Inc. | 0.19% | 2,533 | $287K | Add +1.2% |
| LTBR Lightbridge Corp. | 0.19% | 26,933 | $287K | Add +120.4% |
| CLS Celestica Inc. | 0.18% | 1,015 | $286K | Add +1.4% |
| BLK BlackRock Inc. | 0.18% | 297 | $286K | Reduce -1.0% |
| JCI Johnson Controls Internation | 0.18% | 2,110 | $276K | Add +3.7% |
| FFIV F5 Inc. | 0.18% | 947 | $274K | New |
Portfolio Sells Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | Reduce -15.3% | 12.04% | −2.30 |
| MSFT Microsoft Corp. | Reduce -15.4% | 1.89% | −1.06 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -12.7% | 4.11% | −0.83 |
| IJH iShares Core S&P Midcap ETF | Reduce -16.2% | 3.93% | −0.70 |
| VKI Invesco Adv Muni Inc. TR II | Reduce -8.9% | 3.27% | −0.55 |
| SCHY Schwab International DVD ETF | Reduce -17.0% | 3.52% | −0.52 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -1.5% | 1.89% | −0.32 |
| AVGO Broadcom Inc. | Reduce -6.4% | 1.47% | −0.31 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -2.5% | 5.83% | −0.30 |
| HOOD Robinhood Markets Inc. Class A | Reduce -13.7% | 0.21% | −0.19 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.18 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.17 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.17 |
| PANW Palo Alto Networks Inc. | Reduce -18.4% | 0.41% | −0.17 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.17 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.16 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.16 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.16 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.15 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.15 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.15 |
| MMM 3M Co. | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Reduce -10.0% | 0.26% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.13 |
| ORCL Oracle Corp. | Reduce -14.8% | 0.23% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.82% | −0.11 |
| DASH DoorDash Inc. Class A | Reduce -7.9% | 0.14% | −0.09 |
| V Visa Inc. Class A | Reduce -7.5% | 0.31% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -9.0% | 0.22% | −0.08 |
| ALLT Allot Ltd. | Sold out | 0.00% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -15.4% | 0.21% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -15.3% | 0.14% | −0.07 |
| LDOS Leidos Holdings Inc. | Reduce -13.1% | 0.15% | −0.05 |
| DDOG Datadog Inc. Class A | Reduce -2.4% | 0.27% | −0.05 |
| BAC Bank of America Corp. | Reduce -2.3% | 0.28% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -2.1% | 0.23% | −0.05 |
| HD Home Depot Inc. | Reduce -5.1% | 0.31% | −0.04 |
| AXP American Express Co. | Reduce -0.7% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.17% | −0.03 |
| VMC Vulcan Materials Co. | Reduce -3.6% | 0.30% | −0.03 |
| MDT Medtronic PLC | Reduce -5.4% | 0.15% | −0.03 |
| BLK BlackRock Inc. | Reduce -1.0% | 0.18% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -0.0% | 0.29% | −0.02 |
| BB Blackberry Ltd. | Reduce -17.1% | 0.03% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.7% | 0.20% | −0.01 |
| MO Altria Group Inc. | Reduce -8.2% | 0.17% | +0.01 |
| NEM Newmont Corp. | Reduce -0.1% | 0.14% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.17% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1098.5% | 1.58% | +1.44 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 1.07% | +1.07 |
| ABBV Abbvie Inc. | Add +188.4% | 1.01% | +0.64 |
| XOM Exxon Mobil Corp. | Add +26.3% | 1.07% | +0.46 |
| AGG iShares Core U.S. Aggregate | Add +7.7% | 6.92% | +0.38 |
| SO The Southern Co. | Add +91.6% | 0.64% | +0.34 |
| DUK Duke Energy Corp. | New | 0.32% | +0.32 |
| KO The Coca-Cola Co. | Add +60.6% | 0.53% | +0.23 |
| ABT Abbott Laboratories | Add +168.8% | 0.42% | +0.22 |
| BWXT BWX Technologies Inc. | New | 0.22% | +0.22 |
| PEP Pepsico Inc. | Add +71.0% | 0.49% | +0.22 |
| MSI Motorola Solutions Inc. | New | 0.21% | +0.21 |
| LNG Cheniere Energy Inc. | New | 0.20% | +0.20 |
| FFIV F5 Inc. | New | 0.18% | +0.18 |
| LEU Centrus Energy Corp. Class A | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.17% | +0.17 |
| YUM Yum! Brands Inc. | New | 0.17% | +0.17 |
| PM Philip Morris International | Add +53.9% | 0.45% | +0.16 |
| OKLO Oklo Inc. | New | 0.16% | +0.16 |
| VRT Vertiv Holdings Co. Class A | Add +19.8% | 0.34% | +0.16 |
| FSLY Fastly Inc. Class A | Add +10.1% | 0.23% | +0.16 |
| LIN Linde PLC | New | 0.16% | +0.16 |
| CVX Chevron Corp. | Add +1.9% | 0.57% | +0.15 |
| MRVL Marvell Technology Inc. | New | 0.15% | +0.15 |
| CCJ Cameco Corp. | New | 0.15% | +0.15 |
| AKAM Akamai Technologies Inc. | New | 0.15% | +0.15 |
| MPWR Monolithic Power Systems Inc. | New | 0.14% | +0.14 |
| HON Honeywell International Inc. | New | 0.14% | +0.14 |
| INTC Intel Corp. | New | 0.13% | +0.13 |
| UNP Union Pacific Corp. | New | 0.13% | +0.13 |
| NEE Nextera Energy Inc. | Add +43.6% | 0.34% | +0.13 |
| KLAC KLA Corp. | New | 0.13% | +0.13 |
| COP Conocophillips | New | 0.13% | +0.13 |
| SBUX Starbucks Corp. | New | 0.13% | +0.13 |
| SMR Nuscale Power Corp. | New | 0.13% | +0.13 |
| PSX Phillips 66 | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | Add +2.2% | 0.77% | +0.13 |
| COST Costco Wholesale Corp. | Add +29.8% | 0.38% | +0.12 |
| UUUU Energy Fuels Inc. | New | 0.12% | +0.12 |
| NXE Nexgen Energy Ltd. | New | 0.11% | +0.11 |
| DNN Denison Mines Corp. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | Add +3.3% | 0.34% | +0.09 |
| VGLT Vanguard Long-Term Treasury | Add +5.5% | 2.63% | +0.09 |
| UEC Uranium Energy Corp. | New | 0.09% | +0.09 |
| PWR Quanta Services Inc. | Add +8.6% | 0.30% | +0.09 |
| LTBR Lightbridge Corp. | Add +120.4% | 0.19% | +0.08 |
| VRSN Verisign Inc. | Add +46.7% | 0.23% | +0.08 |
| CAT Caterpillar Inc. | Add +3.9% | 0.33% | +0.07 |
| VST Vistra Corp. | Add +57.5% | 0.22% | +0.07 |
| USHY iShares Broad Usd High Yield | Add +6.3% | 1.94% | +0.07 |
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 |