Lee, Kelleher & Klein Wealth Management - Portfolio Stock Holdings
Lee, Kelleher & Klein Wealth Management disclosed 49 stock positions in a recent SEC 13F filing. $191,223,389 of stock holdings were filed, with the largest holdings including IVV, DLN, and SPY. This filing represented positions held on June 30, 2026, and was filed today.Report Period:
June 30, 2026No. of Stocks:
49Est. Stock Holding Value:
$191,223,389Top 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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