LeConte Wealth Management, LLC has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing reports the firm held 197 distinct equity positions with a total value of approximately $1.87 billion.
The portfolio is diversified across a wide range of sectors, with technology and healthcare stocks comprising a significant portion of the holdings. Major technology positions include NVIDIA Corporation, held in 3,358,624 shares; Microsoft Corporation, held in 4,917,793 shares; and Apple Inc., held in 6,839,962 shares. Other notable technology holdings include Amazon.com Inc., Meta Platforms Inc., and Broadcom Inc.
Healthcare and pharmaceutical companies are also heavily represented. The portfolio includes Eli Lilly & Co., Merck & Co., Johnson & Johnson, and Pfizer Inc. Additionally, the filing lists substantial positions in energy companies such as ExxonMobil Holdings Corp., Chevron Corporation, and NextEra Energy Inc.
The filing also details several exchange-traded funds (ETFs) held by the firm, including the Invesco Advantage MUN Income SH BEN INT, the Invesco Exchange Traded FD T S&P500 EQL WGT, and the iShares Tr Core S&P MCP ETF.
