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Kevin Painter

Leconte Wealth Management, Llc

Assets Managed
$154.703M
Holdings
152
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
1.08%(2Q avg: 1.65%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Leconte Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Leconte Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.703M in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of 1.65%. The portfolio is managed by Kevin Painter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -15.27%
12.05%
$18.631M
97,078 shares@ $191.92 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 7.66%
6.92%
$10.7M
107,788 shares@ $99.28 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Decreased -2.47%
5.84%
$9.027M
120,811 shares@ $74.72 avg price
QQQE
Direxion Nasdaq-100 Eq Weigh
Recent Activity
Decreased -12.71%
4.11%
$6.356M
64,509 shares@ $98.53 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -16.16%
3.93%
$6.079M
90,013 shares@ $67.53 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
Decreased -16.98%
3.52%
$5.44M
171,835 shares@ $31.67 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.35%
3.36%
$5.191M
29,764 shares@ $174.41 avg price
VKI
Invesco Adv Muni Inc Tr Ii
Recent Activity
Decreased -8.95%
3.28%
$5.06M
584,255 shares@ $8.66 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.59%
2.9%
$4.485M
17,672 shares@ $253.79 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 5.47%
2.63%
$4.063M
73,401 shares@ $55.36 avg price

1-10 of 152