Lee-Kelleher Wealth Management
Annual return '25
+23.5%
SPY '25
+17.7%
Alpha
+5.8ptsvs SPY
Invested
$336.1M
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DLN
WISDOMTREE TR
Q4 2024: New position (307.9k shares)
20.4%
02
$IVV
ISHARES TR
Q1 2026: New position (1.2k shares)
18.9%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (2.7k shares)
7.1%
04
$DON
WISDOMTREE TR
Q4 2024: New position (168.9k shares)
6.9%
05
$IJH
ISHARES TR
Q1 2026: New position (11.1k shares)
6.7%
06
$IVW
ISHARES TR
Q1 2026: New position (12.6k shares)
6.1%
07
$GSLC
GOLDMAN SACHS ETF TR
Q4 2024: New position (64.3k shares)
4.5%
08
$DES
WISDOMTREE TR
Q4 2024: New position (133.4k shares)
3.5%
09
$IJR
ISHARES TR
Q1 2026: New position (178.7k shares)
3.1%
10
$IJK
ISHARES TR
Q4 2024: New position (38.8k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:12 UTC.