Lee-Kelleher Wealth Management

Lee-Kelleher Wealth Management as of March 31, 2026

Portfolio Holdings for Lee-Kelleher Wealth Management

Lee-Kelleher Wealth Management holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Largecap Divd (DLN) 20.4 $34M 384k 89.33
Ishares Tr Core S&p500 Etf (IVV) 18.9 $32M 49k 653.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.1 $12M 18k 650.34
Wisdomtree Tr Us Midcap Divid (DON) 6.9 $12M 221k 52.54
Ishares Tr Core S&p Mcp Etf (IJH) 6.7 $11M 166k 67.53
Ishares Tr S&p 500 Grwt Etf (IVW) 6.1 $10M 91k 113.11
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.5 $7.5M 60k 125.13
Wisdomtree Tr Us Smallcap Divd (DES) 3.5 $5.8M 163k 35.94
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $5.2M 42k 124.31
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $3.9M 39k 100.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.1 $3.6M 71k 50.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $3.2M 5.4k 597.55
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $2.8M 6.7k 426.40
Ishares Tr Rus Mid Cap Etf (IWR) 1.5 $2.6M 26k 97.23
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $2.4M 17k 144.71
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.3 $2.2M 24k 93.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.1M 6.6k 320.81
Ishares Tr Core Msci Eafe (IEFA) 1.1 $1.9M 21k 90.53
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $1.7M 14k 118.45
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.8 $1.3M 31k 43.13
Spdr Series Trust State Street Spd (SPSM) 0.8 $1.3M 27k 48.32
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.1M 3.9k 287.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $882k 6.9k 128.12
Spdr Series Trust State Street Spd (CWB) 0.5 $869k 9.5k 91.52
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $843k 7.7k 109.69
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $793k 3.8k 211.15
Brand Engagement Network (BNAI) 0.4 $644k 17k 37.90
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $445k 2.1k 213.67
Chevron Corporation (CVX) 0.2 $415k 2.0k 206.90
Apple (AAPL) 0.2 $387k 1.5k 253.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $374k 5.8k 64.08
Ishares Tr Rus 1000 Etf (IWB) 0.2 $356k 997.00 356.56
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $311k 2.1k 145.74
CSX Corporation (CSX) 0.2 $296k 7.2k 41.05
Vanguard Index Fds Growth Etf (VUG) 0.2 $283k 648.00 436.79
Ishares Silver Tr Ishares (SLV) 0.2 $271k 4.0k 68.14
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $235k 1.8k 132.50
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $228k 2.0k 114.83
Ishares Gold Tr Ishares New (IAU) 0.1 $227k 2.6k 88.16
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $205k 795.00 257.35
Spdr Series Trust State Street Spd (MDYG) 0.1 $201k 2.1k 95.96