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LEE-KELLEHER WEALTH MANAGEMENT 13F portfolio summary

LEE-KELLEHER WEALTH MANAGEMENT of LEE-KELLEHER WEALTH MANAGEMENT has 41 current stock holdings with a reported portfolio value of $168.1M. The portfolio 1 year return is +15.48%. Top holdings include SPY (0.00%), DLN (21.97%), IVV (20.38%), DON (7.45%), IJH (7.16%).

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LEE-KELLEHER WEALTH MANAGEMENT

LEE-KELLEHER WEALTH MANAGEMENT
Latest filing: 2026-03-31

LEE-KELLEHER WEALTH MANAGEMENT runs LEE-KELLEHER WEALTH MANAGEMENT and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $168.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LEE-KELLEHER WEALTH MANAGEMENT ranks #960 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LEE-KELLEHER WEALTH MANAGEMENT's portfolio at LEE-KELLEHER WEALTH MANAGEMENT has delivered returns of +15.48%. Their 3-year annualized return is +11.02%. Looking at the 5-year horizon, LEE-KELLEHER WEALTH MANAGEMENT has achieved +11.02% annualized returns at LEE-KELLEHER WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.48%
#854/1000
3 Year
+11.02%
#964/1000
5 Year
+11.02%
#959/1000

Portfolio Value

$168.07M

Alpha Score

10.7

#960 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change