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WILLIAM KELLEHER

Lee, Kelleher & Klein Wealth Management

Assets Managed
$191.223M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
13.78%(2Q avg: 7.03%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lee, Kelleher & Klein Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Lee, Kelleher & Klein Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 191.223M in assets, with a quarterly growth rate of 13.78% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by WILLIAM KELLEHER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.15%
19.31%
$36.92M
49,300 shares@ $748.89 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Decreased -0.75%
19.21%
$36.727M
381,301 shares@ $96.33 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.96%
7.07%
$13.513M
18,095 shares@ $746.77 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.13%
6.69%
$12.79M
165,868 shares@ $77.11 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 1.98%
6.66%
$12.735M
92,597 shares@ $137.53 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 0.73%
6.59%
$12.601M
222,951 shares@ $56.53 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -2.54%
4.34%
$8.296M
58,471 shares@ $141.89 avg price
DES
Wisdomtree Us Smallcap Divid
Recent Activity
Decreased -0.36%
3.45%
$6.596M
162,148 shares@ $40.69 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.16%
3.33%
$6.361M
42,887 shares@ $148.32 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Increased 1.83%
2.41%
$4.604M
39,184 shares@ $117.5 avg price

1-10 of 49