Lee, Kelleher & Klein Wealth Management - Portfolio Stock Holdings
Lee, Kelleher & Klein Wealth Management disclosed 50 stock positions in a recent SEC 13F filing. $194,358,258 of stock holdings were filed, with the largest holdings including IVV, DLN, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
50Est. Stock Holding Value:
$194,358,258Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lee, Kelleher & Klein Wealth Management
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% of Portfolio
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