LeConte Wealth Management, LLC has filed its latest 13F-HR report, revealing a total portfolio value of approximately $187 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and highlights its positioning in the competitive asset management landscape.
Based in Maryville, Tennessee, LeConte Wealth Management is a financial services firm that specializes in managing investments for clients. The firm operates under the Central Index Key (CIK) 0002060443 and has been actively filing with the SEC, with its most recent filings including the 13F-HR on October 20, 2026, and previous reports throughout the year.
The 13F-HR filing indicates that LeConte's portfolio is diversified across various sectors, with notable investments in technology and consumer goods. Some of the highlighted holdings include major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The total number of entries in the filing is 197, showcasing a broad range of investments.
According to the filing, the total value of the securities held by LeConte Wealth Management amounts to $187,127,632. The firm has exercised sole investment discretion over these holdings, indicating a proactive management approach. Chief Compliance Officer Kevin Painter signed the filing, affirming the accuracy of the reported data.
This update may affect clients and stakeholders of LeConte Wealth Management, as it reflects the firm's strategic direction and investment philosophy. The filing provides a snapshot of how the firm is navigating the current market landscape, particularly in sectors that are experiencing rapid growth.
Looking ahead, the filing does not specify any immediate next steps or upcoming actions for LeConte Wealth Management. However, it is expected that the firm will continue to monitor its investments closely and adapt its strategies in response to market changes.