Lee-Kelleher Wealth Management
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Fulton, MD
CIK
0002063827
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
39
150,505
IVV, DLN, IVW, SPY
13F-HR
7/14/2025
000206382725000003
Q1 2025
36
135,925
DLN, IVV, SPY, IVW
13F-HR
5/8/2025
000206382725000002
Q4 2024
40
140,429
IVV, DLN, SPY, IVW
13F-HR
4/17/2025
000108514625002176