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

0$50.0M$100.0M$150.0M$200.0M Q1 2025: $156.9M Q1 2025 Q2 2025: $147.8M Q2 2025 Q3 2025: $149.7M Q3 2025 Q4 2025: $153.1M Q4 2025 Q1 2026: $154.7M Q1 2026 Q2 2026: $183.5M $183.5M Q2 2026

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%
AMGN Amgen Inc. 0.17% 840 $304K Add +10.5%
DE Deere & Co. 0.16% 476 $302K New
WELL Welltower Inc. 0.16% 1,316 $299K New
ROST Ross Stores Inc. 0.16% 1,398 $298K Reduce -5.7%
MPWR Monolithic Power Systems Inc. 0.16% 215 $297K Add +5.4%
RBRK Rubrik Inc. Class A 0.16% 3,678 $295K New
OKLO Oklo Inc. 0.16% 5,597 $293K Add +14.3%
MO Altria Group Inc. 0.16% 4,042 $291K Add +2.0%
PNC PNC Financial Services Group 0.16% 1,179 $290K Add +0.3%
ATEN A10 Networks Inc. 0.16% 7,757 $290K New
VST Vistra Corp. 0.16% 1,822 $289K Reduce -19.7%
LNG Cheniere Energy Inc. 0.16% 1,205 $288K Add +8.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 2,956 $285K Add +7.0%
ATO Atmos Energy Corp. 0.15% 1,620 $279K New
JCI Johnson Controls Internation 0.15% 1,908 $279K Reduce -9.6%
LIN Linde PLC 0.15% 537 $279K Add +10.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 1,816 $275K Add +6.6%
YUM Yum! Brands Inc. 0.15% 1,718 $275K Add +0.9%
HLT Hilton Worldwide Holdings Inc. 0.15% 823 $272K Add +12.1%
BLK BlackRock Inc. 0.15% 278 $267K Reduce -6.4%
MSI Motorola Solutions Inc. 0.14% 640 $266K Reduce -14.0%
AXP American Express Co. 0.14% 775 $262K Add +6.5%
UNP Union Pacific Corp. 0.14% 927 $252K Add +9.4%
CVNA Carvana Co. 0.14% 3,801 $250K Reduce -1.7%
PH Parker Hannifin Corp. 0.14% 254 $248K Reduce -0.4%
SBUX Starbucks Corp. 0.13% 2,421 $247K Add +7.2%
IDXX Idexx Laboratories Inc. 0.13% 466 $245K Reduce -4.3%
FE Firstenergy Corp. 0.13% 5,020 $239K New
TER Teradyne Inc. 0.13% 492 $238K New
CSX CSX Corp. 0.13% 4,946 $235K New
NTCT Netscout Systems Inc. 0.13% 5,392 $235K New
VZ Verizon Communications Inc. 0.13% 5,520 $234K Add +7.0%
AKAM Akamai Technologies Inc. 0.13% 1,973 $233K Reduce -1.4%
BB Blackberry Ltd. 0.13% 18,389 $233K Add +24.8%
QCOM Qualcomm Inc. 0.13% 1,251 $231K New
AME Ametek Inc. 0.13% 954 $231K New
TSCO Tractor Supply Company 0.13% 7,283 $230K New
TMO Thermo Fisher Scientific Inc. 0.12% 456 $229K Add +1.6%
BA The Boeing Co. 0.12% 1,056 $229K Reduce -0.2%
ALNY Alnylam Pharmaceuticals Inc. 0.12% 759 $228K Add +9.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 2,652 $228K New
NEM Newmont Corp. 0.12% 2,438 $228K Add +18.9%
GWW WW Grainger Inc. 0.12% 167 $227K New
WDC Western Digital Corp. 0.12% 348 $222K New
PSX Phillips 66 0.12% 1,314 $222K Add +19.6%
LOW Lowe's Cos Inc. 0.12% 987 $218K Reduce -0.6%
BNY Bank of New York Mellon Corp. 0.12% 1,504 $217K New
ACN Accenture PLC Class A 0.12% 1,744 $217K Reduce -14.9%
BMY Bristol-Myers Squibb Co. 0.12% 3,764 $217K New
LTBR Lightbridge Corp. 0.12% 24,581 $216K Reduce -8.7%
TT Trane Technologies PLC 0.12% 439 $216K New
RBLX Roblox Corp. Class A 0.12% 3,959 $215K New
SCHW Schwab (charles) Corp. 0.12% 2,310 $213K Add +3.4%
ANET Arista Networks Inc. 0.12% 1,249 $212K New
WMB Williams Cos Inc. 0.11% 2,835 $211K New
CCJ Cameco Corp. 0.11% 2,060 $210K Reduce -3.6%
USB US Bancorp 0.11% 3,431 $207K New
CVS CVS Health Corp. 0.11% 1,996 $206K New
SMR Nuscale Power Corp. 0.11% 20,585 $206K Add +10.4%
DASH DoorDash Inc. Class A 0.11% 1,106 $204K Reduce -25.7%
MMM 3M Co. 0.11% 1,257 $204K New
YOU Clear Secure Inc. Class A 0.11% 3,647 $203K New
KVUE Kenvue Inc. 0.11% 10,602 $203K New
O Realty Income Corp. 0.11% 3,255 $202K New
VLO Valero Energy Corp. 0.11% 772 $201K New
MCK McKesson Corp. 0.11% 266 $201K New
PFE Pfizer Inc. 0.11% 8,331 $201K Reduce -19.5%
TRGP Targa Resources Corp. 0.11% 746 $200K New
FSLY Fastly Inc. Class A 0.10% 10,391 $191K Reduce -14.9%
UUUU Energy Fuels Inc. 0.10% 12,477 $181K Add +19.4%
INFY Infosys Ltd.-SP ADR 0.10% 17,201 $180K Reduce -29.6%
DNN Denison Mines Corp. 0.08% 50,561 $155K Add +22.8%
NXE Nexgen Energy Ltd. 0.08% 15,273 $143K Add +5.2%
BRBR Bellring Brands Inc. 0.08% 10,935 $141K New
TLS Telos Corporation 0.07% 28,512 $131K Reduce -8.0%
UEC Uranium Energy Corp. 0.07% 11,831 $126K Add +17.5%
ALLT Allot Ltd. 0.05% 10,722 $95K New
EU Encore Energy Corp. 0.03% 47,943 $63K Reduce -3.2%
UIS Unisys Corp. 0.02% 10,900 $40K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 179$183.5MRSP, AGG, VCLT, QQQE, IJH
Q1 2026 152$154.7MRSP, AGG, VCLT, QQQE, IJH
Q4 2025 138$153.1MRSP, AGG, VCLT, QQQE, IJH
Q3 2025 127$149.7MRSP, VCLT, AGG, QQQE, IJH
Q2 2025 104$147.8MRSP, DBL, QQQE, IJH, DLY
Q1 2025 55$156.9MRSP, DLY, DBL, DSL, IJH