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LEE-KELLEHER WEALTH MANAGEMENT
LEE-KELLEHER WEALTH MANAGEMENT
Latest filing: 2026-06-30
LEE-KELLEHER WEALTH MANAGEMENT runs LEE-KELLEHER WEALTH MANAGEMENT and currently holds 49 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $191.22M. Their top holdings are IVV, DLN, SPY, IJH, IVW. The top five represent 58.9% of reported portfolio weight. LEE-KELLEHER WEALTH MANAGEMENT ranks #917 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEE-KELLEHER WEALTH MANAGEMENT initiated 7 new positions. They added to 16 existing positions. They trimmed 10 positions. Their current best-performing preview position is IJT with returns of +23.42%.
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49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 19.31% | $596.90 | $769.30 | +28.88% | Added +1.15% |
 DLN WISDOMTREE TR | 19.21% | $79.42 | $100.75 | +26.85% | Trimmed -0.75% |
 SPY STATE STR SPDR S&P 500 ETF T | 7.07% | $586.01 | $765.62 | +30.65% | Trimmed -0.96% |
 IJH ISHARES TR | 6.69% | $62.80 | $76.75 | +22.21% | Added +0.13% |
 IVW ISHARES TR | 6.66% | $102.72 | $138.86 | +35.18% | Added +1.98% |
 DON WISDOMTREE TR | 6.59% | $51.05 | $58.26 | +14.12% | Added +0.73% |
 GSLC GOLDMAN SACHS ETF TR | 4.34% | $115.18 | $146.20 | +26.93% | Trimmed -2.55% |
 DES WISDOMTREE TR | 3.45% | $34.23 | $40.86 | +19.37% | Trimmed -0.36% |
 IJR ISHARES TR | 3.33% | $116.56 | $147.28 | +26.35% | Added +3.16% |
 IJK ISHARES TR | 2.41% | $91.43 | $115.46 | +26.28% | Added +1.83% |
Showing 1-10 of 49