Lee, Kelleher & Klein Wealth Management has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 48 distinct positions held by the firm, with no changes reported in the number of holdings compared to the previous quarter.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the disclosed positions. Among the largest single-stock holdings are Alphabet Inc. Class A, with 844 shares, and Amazon.com Inc., with 868 shares. Other notable individual stock positions include Chevron Corporation (2,033 shares), CSX Corporation (7,363 shares), and JPMorgan Chase & Co. (615 shares).
The filing indicates that all positions are held as sole voting rights, with no shared investment power reported. The firm’s address is listed as P.O. Box 6155 in Ellicott City, Maryland.
